Holdings CEO on the No Instructions Podcast

Sep 23, 2023

We're thrilled to share that our CEO, Jason Garcia, recently joined Chad Ingram on the "No Instructions" podcast to discuss his journey as a founder and CEO of Holdings. This insightful conversation delves into the experiences and decisions that shaped his path in the fintech industry.

Highlights from the Podcast

1. Early Career and Transition to Entrepreneurship:
Jason shared his journey from working at major financial institutions like KPMG and Goldman Sachs to diving into the startup world. His experiences in corporate finance provided a solid foundation but highlighted the need for more agile and innovative financial solutions.

2. The Birth of Holdings:
The idea for Holdings emerged from Jason's desire to improve financial products for businesses. He saw a gap in companies' management of liquidity and cash flow, creating high-yield cash accounts offering security and growth.

3. Overcoming Challenges:
Jason discussed the challenges of leaving a stable corporate job to pursue entrepreneurship. With support from family and a clear vision, he navigated the uncertainties of startup life, eventually leading to successful ventures.

Why This Matters

At Holdings, we believe in making finance accessible and empowering businesses to thrive. Jason's story is a testament to our commitment to innovation and growth. By sharing these experiences, we aim to inspire confidence in our clients and partners.

Join Us on This Journey

We invite you to listen to the full episode of the "No Instructions" podcast to gain deeper insights into Jason's entrepreneurial journey and how Holdings is shaping the future of business finance.

Stay tuned for more updates and stories from our team as we continue to empower businesses with innovative financial solutions.

Watch the full episode below:

Disclaimers and footnotes

© 2023-2024 Holdings Financial Technologies Inc. All rights reserved. Holdings is a financial technology company, not a bank. Banking services provided by Evolve Bank & Trust, Member FDIC

Funds deposited in your Holdings account are held by Evolve Bank & Trust, Member FDIC. The standard deposit amount is $250,000 per depositor, per insured bank, for each account ownership category. Through Evolve's Sweep Program, funds may be eligible for up to $5M in FDIC insurance. Find additional information about the Sweep Program here


²Yields, fees, and asset allocations are subject to change. While the fund aims to preserve capital and maintain liquidity, it is not FDIC insured and there can be no assurance that these objectives will be met. Please see the prospectus for full details on risks and investment objectives.