Podcast

The Balancing Act: Innovation and Compliance in Fintech

In this episode, Tom sits down with Alison Staloch, CFO of Fundrise, for an engaging discussion about her journey in finance, perspectives on industry regulations, and unique approach to leadership. They explore topics like aligning values with opportunities, fostering inclusivity to drive innovation, and Alison’s experience as Fundrise’s first female executive. Alison also shares how Fundrise cultivates inclusivity across the organization and highlights the intangible value of connecting with her team in person throughout the year.

Alison Staloch, CFO at Fundrise

Alison Staloch, CFO at Fundrise
Alison Staloch is Chief Financial Officer of Fundrise, America’s largest direct-to-consumer alternative asset manager. As CFO, Alison is responsible for leading the finance, tax, and accounting teams that support real estate asset management, fund administration, as well as corporate functions for the Fundrise platform.

Since launching in 2012, Fundrise has grown from an innovative idea to a platform with over 2 million active users and over $3 billion in assets under management offering investment vehicles focused on real estate private equity, private credit, and growth equity.

Prior to joining Fundrise as the company’s first female executive in April 2021, Alison was Chief Accountant of the Division of Investment Management at the U.S. Securities and Exchange Commission. In her role as Chief Accountant, she was responsible for interpreting the impact of new regulations and standards on the financial reporting and accounting practices of investment companies in compliance with the federal securities laws. Prior to the SEC, Alison spent more than 10 years at KPMG, where as a Senior Manager she provided professional audit services to clients within the investment management industry, primarily SEC registered investment companies.

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