Welcome to The SaaS CFO Podcast! In today's episode, Ben Murray sits down with Tony Petrilli, CEO of ViewTrade, to uncover the journey behind building a global fintech platform that’s redefining cross-border financial services. From writing code on early PCs to leading innovation at major institutions like Morgan Stanley and Citibank, Tony Petrilli shares how ViewTrade evolved from a brokerage into a full-stack SaaS provider serving 300 firms worldwide.

You'll hear candid insights about bootstrapping a complex product, the realities of scaling and global expansion, and the reasoning behind a customer-led, composable solution instead of a rigid, product-led approach. Plus, he reveals how ViewTrade balances profitability, growth, and innovation—including the strategic use of AI—and what’s next on the horizon as they target nine-digit growth.

Whether you’re a SaaS founder, finance exec, or just curious about how technology is transforming financial services, this episode is packed with valuable lessons, operational metrics, and entrepreneurial wisdom. Let’s dive in!

Show Notes:

00:00 "Turnkey Cross-Border Financial Solutions"

03:57 "Modernizing Investment with Embedded Solutions"

07:07 Revolutionizing Financial Firms' Efficiency

12:15 "Customer-Led Solutions Drive Inbound"

15:15 "Fintech Sustainability and Responsibility"

18:35 "Starting Small, Scaling Strategically"

19:47 "CEO's Profit Margin Focus"

22:33 "Building Leaders and Expanding Globally"

25:38 Global Expansion and Wealth Ventures

Links:

Tony Petrilli’s LinkedIn: https://www.linkedin.com/in/anthony-tony-petrilli-a2b59825/

ViewTrade’s LinkedIn: https://www.linkedin.com/company/viewtrade-holding/

ViewTrade’s Website: https://www.viewtrade.com/

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