Episode 65 - Bringing Securities-Based Lending to the Mass Affluent with Peter Gordon (Harborline Tech)
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In this episode of The Treasury Whisperer’s Talkcast Podcast, host Seth Marlowe interviews Peter Gordon, Founder and CEO of Harborline Technology (www.harborlinetech.com). Peter reflects on a 30+ year career spanning payments, banking, fintech, real-time payments, and wealth management, and explains why he now sees wealth tech asthe next major modernization opportunity. Seth and Peter explore how securities-based lines of credit can unlock liquidity without forcing investors to sell appreciated assets, how AI and modern compute can accelerate underwriting and portfolio analysis, and how Harborline is working to bringthese capabilities beyond the ultra-wealthy to a broader mass-affluent market. The conversation also covers real-time funding, bank and broker-dealer integration, compliance, and the convergence of banking, payments, and wealth technology.
Links:
Peter Gordon on LinkedIn: https://www.linkedin.com/in/petergordonpayments/
Seth Marlowe on LinkedIn: https://www.linkedin.com/in/treasurywhisperer/
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Harborline Technology
Payments, banking, and fintech executive with 35 years building, scaling, and governing money movement platforms across Fidelity Investments, U.S. Bank, FIS, and Mastercard; recognized industry leader, bank founder, and former member of the Federal Reserve’s Faster Payments Task Force Steering Committee (2015). Founded eCom Advisors, a leading fintech consulting firm, and sold it to FIS; served on the board of an OCC regulated bank through its successful sale to Brookline Bancorp (NASDAQ: BRKL); helped position U.S. Bank among the first to launch Zelle, RTP, and FedNow; and earlier helped launch one of the industry’s first consumer digital banking platforms at Citizens (2004). Demonstrated success driving adoption, operational excellence, and global scale for payments platforms across major financial institutions and emerging fintech ecosystems.
