Craig Iskowitz

WealthTech Today

#65 in Tech News · 🇮🇳 #106 in Tech News · 🇺🇸

About the show

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

Newest episodes

The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com

Nov 7, 2026

The post The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com appeared first on and was written by Elana Iskowitz. Meet Our Guest Danny Lohrfink is co-founder and Chief Product Officer of Wealth.com, an advanced planning platform for wealth management institutions that focuses on estate planning and tax planning. His co-founders previously built and sold a machine learning platform to LexisNexis, and AI has been part of how Wealth.com analyzes and optimizes client plans since […] The post The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com appeared first on and was written by Elana Iskowitz.

October 2026 WealthTech News

Oct 31, 2026 41 min

The post October 2026 WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the October WealthTech news, episode 368 of the WealthTech Today podcast. AI took over the news cycle this month. Anthropic added another wave of partners to Claude for Financial Advisors, Envestnet answered with a $35 million surge investment in Tamarac, and Mariner signed a five-year deal that prices AI as labor instead of […] The post October 2026 WealthTech News appeared first on and was written by Elana Iskowitz.

Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work

Oct 27, 2026

The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 367 featuring Parker Ence, co-founder and CEO of Jump, an AI platform purpose-built for financial advisors and financial professionals across wealth management, asset management, insurance, and banking. Parker and his co-founder started Jump at the end of 2023 with a simple goal: eliminate manual data entry into Salesforce. They […] The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz.

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The newest 50 of 300 episodes

The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.com

Nov 7, 2026

October 2026 WealthTech News

Oct 31, 2026 41 min

Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work

Oct 27, 2026

The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth

Oct 14, 2026 33 min

The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz. Meet Our Guest On the 366th episode of the WealthTech Today podcast, I’m joined by Mark Swan is co-founder and CEO of Nevis Wealth, an AI platform for wealth management that automates the administrative workflows that consume most of an advisory team’s week. Before founding Nevis, Mark and his two co-founders were executives at Revolut, […] The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz.

Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning

Oct 5, 2026 33 min

The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz. Meet Our Guest On the 365th episode of WealthTech Today, I’m joined by Alex Farman-Farmaian, co-founder and CEO of Compound Planning, a firm that unites human advisors with AI to deliver a modern family office experience at scale. Alex started his career on the sales side of B2B software and spent years in software businesses […] The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz.

When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth

Sep 29, 2026 37 min

The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz. Meet Our Guests Episode 364 takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from about […] The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz.

AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group

Sep 17, 2026 29 min

The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 363 of the WealthTech Today podcast, and we spoke with Jennifer Maruca, a senior consultant with Ezra Group and founder of Platform Value Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between […] The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig

Sep 8, 2026 31 min

The post Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz. Meet Our Guest In episode 362, I sat down with Drew Seelig, Head of Global Product Strategy at Salesforce, for a conversation on where the CRM giant is taking its wealth management platform next. Drew’s path to Salesforce runs through the custodian side of the business including six years at Pershing, nearly ten at Fidelity, […] The post Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.

Will the Real AI Agents Please Stand Up?

Sep 3, 2026 31 min

The post Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz. AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this episode, Jean Sullivan and Craig Iskowitz explain how autonomy separates genuine agents from AI assistants, explore Ezra Group’s directory, and examine the pricing, governance, and technology shifts reshaping advisor firms. Six Takeaways About AI […] The post Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.

Ep. 360: August WealthTech News

Aug 27, 2026 1 hr 4 min

The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […] The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.

Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest

Aug 25, 2026 31 min

The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfolio management teams. Dan’s path to DeepVest runs through crypto: he founded BlockChange, a crypto TAMP for advisors that was acquired by Gemini in 2022 and later rebranded as Bitria, then co-founded Ontos, […] The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz.

Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla

Aug 19, 2026 34 min

The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie Bogan, Founder of Limitless Advisor Coaching. Amy has executed more than 60 M&A transactions, built and scaled multi-billion-dollar wealth firms, and led platform integration as Chief Experience Officer at Connectus Wealth Advisers, a Focus Financial […] The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz.

Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access

Aug 13, 2026 36 min

The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access in 2011 to solve a problem he saw firsthand as an advisor: neither advisors nor their clients had a clear picture of what clients actually owned. In this conversation, David […] The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz.

Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly

Aug 6, 2026 40 min

The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Laurel Taylor, founder and CEO of Candidly, and Ben Levine, Chief Product Officer of Candidly. Laurel founded the company in 2016 — originally as FutureFuel, focused on student debt — after carrying six figures of student debt herself and watching how it stalled a generation’s ability to build wealth. […] The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on and was written by Elana Iskowitz.

Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group

Aug 4, 2026 30 min

The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between what firms pay for their technology and the value that […] The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence

Jul 30, 2026 37 min

Mike Muniz, Chief Strategy Officer at Canoe Intelligence, joins Craig to break down how Canoe's dual-model AI architecture automates data extraction from alternative investment documents. They cover Canoe's product suite — including Asset Data and Labs — and how the platform stays system-agnostic while scaling across thousands of funds. Recorded just before Bloomberg announced its agreement to acquire Canoe Intelligence.

Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi

Jul 24, 2026 35 min

The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Spenser Segal, founder and CEO of ActiFi. In this conversation, Spenser and Craig dig into how Success Pro turns broad advisor goals into specific, executable business solutions, why Spenser sees AI note takers as a partner rather than a threat to advisor coaching platforms, the Human-AI Synergy framework from […] The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on and was written by Elana Iskowitz.

Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial

Jul 17, 2026 35 min

The post Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Vinay Kant, Chief Digital and Technology Officer at Kestra Holdings, and John Amore, President of Kestra Financial. In this conversation, Vinay, John, and Craig dig into how a mid-tier independent wealth management platform makes technology decisions when the FinTech landscape has grown from roughly 150 tools in 2019 to […] The post Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial appeared first on and was written by Elana Iskowitz.

Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen

Jul 9, 2026

The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Phil Haslett, co-founder and Chief Strategy Officer of EquityZen, the platform that lets investors buy and sell pre-IPO shares of privately held technology companies. In this conversation, Phil and Craig dig into why advisor adoption of private markets has stalled below 15% even as the number of billion-dollar private […] The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written by Elana Iskowitz.

Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group

Jul 7, 2026 29 min

The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between what firms pay for their technology and the value that […] The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz.

Ep. 349: July WealthTech News

Jul 2, 2026 57 min

The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz. This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […] The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.

Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault

Jun 25, 2026 28 min

The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Daniel Kenny, CEO of FutureVault — a B2B2C white-label digital vault platform built specifically for wealth management firms and their clients. Daniel brings 20 years of global banking operations experience from HSBC, spanning four countries, to the problem of document governance, client engagement, and data security in wealth management. […] The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first on and was written by Elana Iskowitz.

Ep. 347: June News

Jun 18, 2026 47 min

The post Ep. 347: June News appeared first on and was written by Elana Iskowitz. I’m joined this month by Jeremi Karnell, newly appointed Chief Product Officer at VastAdvisor, for the June edition of the WealthTech Today news podcast. We cover eight stories spanning cash management integrations, wealth transfer tools, AI headwinds at scale, the rise of MCP as the new API standard, custodian innovation, and the latest additions to […] The post Ep. 347: June News appeared first on and was written by Elana Iskowitz.

Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep

Jun 11, 2026 33 min

The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Caleb Eplett, Chief Product Officer of YCharts, and Rushi Shah, VP of Product at YCharts — two product leaders who have spent years building out one of the wealth management industry’s most recognized investment data and analytics platforms. Caleb has been with YCharts for 13 and a half years, […] The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz.

Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed

Jun 5, 2026 30 min

The post Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Derek Notman, founder of Couplr, and Adam Holt, founder of Asset-Map — two WealthTech entrepreneurs who, despite running separate companies, have spent years building something together that has nothing to do with software. Derek launched REBL Dads out of a personal crisis: navigating entrepreneurship and new fatherhood at the […] The post Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed appeared first on and was written by Elana Iskowitz.

Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine

May 29, 2026 33 min

The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Rich Cancro, CEO of AdvisorEngine, one of the wealth management industry’s most outspoken advocates for unified platform architecture. Rich joined what would become AdvisorEngine in 2014 and has spent more than a decade building toward a single thesis: that the advisor, the client, and business operations should all live […] The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz.

Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team

May 22, 2026

The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Gokul Ramanathan, Group Product Manager for Altruist and the Hazel team, and Fernando San Martin, Senior Product Manager are two builders who between them have co-authored the technical pipelines and product strategy behind one of the most talked-about AI launches in wealth management. Gokul joined Altruist in 2019 as […] The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by Elana Iskowitz.

Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group

May 20, 2026 31 min

The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz. Six Things Worth Writing Down The AI Notetaker Category Has Effectively Disappeared — What started as a simple transcription tool has evolved beyond recognition. The original AI notetaker is gone, replaced by two distinct categories: agentic operating systems that stretch across the entire tech stack, and legacy platforms racing to embed AI before they lose […] The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz.

Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor

May 15, 2026

The post Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Ian Karnell, CEO of VastAdvisor, and his twin brother Jeremi Karnell, former Head of Data Solutions at Envestnet — a rare two-for-one from a pair of identical twins who between them have spent decades at the intersection of wealth management and data infrastructure. Ian built VastAdvisor as an AI-powered […] The post Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor appeared first on and was written by Elana Iskowitz.

Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI

May 8, 2026 33 min

The post Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Babu Sivadasan, CEO of JIFFYAI — an AI technology platform purpose-built for the wealth management industry, focused on unifying data, transforming back-office complexity, and delivering seamless onboarding and servicing experiences for advisors and clients alike. Babu brings rare depth to the conversation: he spent 20 years as a co-founder […] The post Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI appeared first on and was written by Elana Iskowitz.

Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar

May 1, 2026

The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Bob Pisani, CTO of Addepar — a data and AI platform trusted by financial professionals across 60 countries managing nearly $9 trillion in assets. Bob brings deep technical leadership to one of the most scaled platforms in the wealth management space, overseeing a Series G raise of $230M at […] The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on and was written by Elana Iskowitz.

Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens

Apr 23, 2026 55 min

The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Raj Bhattacharyya, CEO of Robertson Stephens — a $9B national RIA built on the premise that high-net-worth clients deserve the resources of a large wirehouse alongside a true fiduciary relationship. Raj joined Robertson Stephens in 2020 after founding YY Capital, an early-stage fintech investor, and brings a rare dual […] The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on and was written by Elana Iskowitz.

Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors

Apr 17, 2026

The post Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors appeared first on and was written by Elana Iskowitz. WealthTech news in April 2026 is dominated by one theme: AI is eating the advisor technology stack from every direction at once. Morningstar is selling ByAllAccounts, marking the second major data aggregation exit in twelve months. AI note-takers Zocks and Jump are morphing into full advisor operating systems, competing for the same advisor desktop. Range, […] The post Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors appeared first on and was written by Elana Iskowitz.

Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish

Apr 11, 2026 34 min

The post Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features a deep dive into the evolution of the independent RIA tech stack and the emergence of “private banking” services for the fiduciary space. Max Lane — CEO of Flourish. Max is a strategic leader at the helm of a platform dedicated to expanding the financial capabilities of independent RIAs. […] The post Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish appeared first on and was written by Elana Iskowitz.

Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office

Apr 3, 2026

The post Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features an in-depth conversation on the intersection of institutional-grade research and boutique service within the ultra-high-net-worth (UHNW) sector. Jack Ginter — CEO of Callan Family Office. Jack is a seasoned leader who co-founded Callan Family Office to provide sophisticated oversight and an integrated wealth management approach for complex, multi-generational families. […] The post Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office appeared first on and was written by Elana Iskowitz.

Ep. 334: March WealthTech News

Mar 26, 2026 52 min

The post Ep. 334: March WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the March 2026 edition of the WealthTech Today news roundup. From massive Series B funding rounds to the “Great Bifurcation” of AI tools, the industry is moving at an unprecedented pace. This month, we explore how firms like Orion and Advyzon are expanding their ecosystems, the impact of autonomous agents on advisor productivity, […] The post Ep. 334: March WealthTech News appeared first on and was written by Elana Iskowitz.

Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud

Mar 19, 2026

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features an in-depth conversation on the evolution of managed accounts and the integration of alternatives in unified managed accounts. Cheryl Nash — The President of APL at InvestCloud, Cheryl is a visionary leader who has overseen the growth of the APL platform from a niche product to a powerhouse supporting […] The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz.

Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify

Mar 12, 2026 32 min

The post Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify appeared first on and was written by Elana Iskowitz. Meet the Team This episode features a deep dive into the architecture and vision of Amplify, a modern operating system designed to bridge the gap between custody and wealth management firms. Aaron Brodt — The CEO of Amplify, Aaron focuses on the intersection of high-touch service and scalable technology to help RIAs grow without increasing […] The post Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify appeared first on and was written by Elana Iskowitz.

Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management

Mar 5, 2026

The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowitz. Meet the Team This episode features a rare “full house” collaboration between four heavyweights of the wealth management technology space who have joined forces to launch Hamachi. Eric Clarke — The former founder and CEO of Orion, Eric brings decades of experience in scaling enterprise-grade advisor technology and portfolio management systems. Brian McLaughlin — The […] The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowitz.

Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion

Feb 25, 2026 34 min

The post Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion appeared first on and was written by Craig Iskowitz. What does “AI-native” actually mean — and why does it matter for your tech stack? Reed Colley, President of Technology at Orion, has a very specific answer. And it starts with infrastructure most platforms built years before anyone was calling it an AI strategy. In this episode of WealthTech Today, Reed joins Craig Iskowitz to […] The post Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion appeared first on and was written by Craig Iskowitz.

Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel

Feb 19, 2026 32 min

The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz. In this episode of WealthTech Today, Craig Iskowitz sits down with Larry Shumbres, Founder and CEO of Archive Intel, to discuss the high-stakes world of regulatory compliance and the modern challenges of off-channel communications. With the SEC and FINRA levying record-breaking fines for texting violations, the industry is at a crossroads between maintaining client convenience […] The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz.

Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning

Feb 12, 2026 33 min

The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz. The landscape of financial advice is shifting from static, once-a-year reports to a continuous, advice-led experience. In this episode, we sit down with Brad Joudrie, the newly appointed CEO of Conquest Planning, to discuss the firm’s aggressive expansion into the U.S. market following a successful $80 million Series B round. Joudrie breaks down how their […] The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz.

Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies

Feb 5, 2026 30 min

The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Iskowitz. For legacy financial institutions, technology is no longer just a support function—it is an existential priority. Raakhee Miller, President of Siebert Technologies, joins the show to discuss how a firm with a 57-year history navigates the transition from “T+2” infrastructure to a modern, AI-augmented ecosystem. This conversation explores the shift from viewing data as plumbing […] The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Iskowitz.

Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet

Jan 22, 2026

The post Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet appeared first on and was written by Elana Iskowitz. In this episode of the WealthTech Today Podcast, we dive into the “digital exhaust” of the financial services industry with Jeremi Karnell, Head of Envestnet Data Solutions. As wealth management shifts from a focus on speed to a focus on judgment, data is becoming the primary driver of advisor success. We explore how massive data […] The post Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet appeared first on and was written by Elana Iskowitz.

Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies

Jan 15, 2026 34 min

The post Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies appeared first on and was written by Elana Iskowitz. Private markets are one of the fastest-growing corners of wealth management—and one of the least understood. In this episode, Alex Goodwin, co-founder and CEO of Bridge Investment Technologies, joins Craig Iskowitz to explain why the real bottleneck in alternatives isn’t access, but infrastructure. They dig into how private equity, private credit, and other illiquid assets […] The post Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies appeared first on and was written by Elana Iskowitz.

Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily

Jan 8, 2026

The post Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily appeared first on and was written by Elana Iskowitz. Long-term care is one of the biggest financial risks facing retirees—and one of the least consistently planned for. In this episode of WealthTech Today, we speak with Waterlily co-founder and CEO Lily Vittayaruksul about why long-term care planning has moved from a “nice to have” to a core planning discipline. The conversation cuts through product […] The post Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily appeared first on and was written by Elana Iskowitz.

Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology

Dec 30, 2025

The post Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology appeared first on and was written by Elana Iskowitz. December’s WealthTech news makes one thing clear: the center of gravity in advisor technology is shifting. Cash management is becoming core infrastructure. Platform decisions are harder to unwind. AI is moving from experimentation into production workflows. Across funding, M&A, and product launches, firms are being pushed to operationalize complexity faster than their organizations are ready […] The post Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology appeared first on and was written by Elana Iskowitz.

Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners

Dec 23, 2025

The post Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners appeared first on and was written by Elana Iskowitz. Growth in wealth management doesn’t come from chasing every trend—it comes from clarity. In this episode of WealthTech Today, we sit down with Andree Mohr, President of Integrated Partners, to unpack how entrepreneurial advisory firms think differently about growth, technology, and execution. From CPA-driven referral strategies to the real tradeoffs between best-of-breed and all-in-one tech stacks, […] The post Ep. 321: Why Entrepreneurial Advisors Need a Different Technology Strategy with Andree Mohr, Integrated Partners appeared first on and was written by Elana Iskowitz.

Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset

Dec 18, 2025

The post Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset appeared first on and was written by Elana Iskowitz. AI has moved from experimentation to expectation inside wealth management firms—but execution remains uneven. In this episode of WealthTech Today, sit down with Dr. Kelly Wagman, Director of AI Business Enablement at Cresset, to discuss what it actually takes to deploy AI responsibly at scale. From governance and adoption to hallucinations and human oversight, this […] The post Ep. 320: No Country for Old Prompts: How Wealth Firms Are Growing Up with AI with Dr. Kelly Wagman, Cresset appeared first on and was written by Elana Iskowitz.

Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group

Dec 11, 2025

The post Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group appeared first on and was written by Elana Iskowitz. The RIA industry is in the middle of a structural shift: accelerated consolidation, the rise of advisor-facing AI, and escalating expectations around scale, service, and planning depth. Few firms sit at the intersection of all three trends the way The Mather Group does. In this episode, CEO Jennifer des Groseilliers explains how the firm has […] The post Ep. 319: When Culture Becomes a Superpower: Inside a Scalable RIA Playbook with Jennifer des Groseilliers, The Mather Group appeared first on and was written by Elana Iskowitz.

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Podcast details

Created by: Craig Iskowitz
Status: Active
Latest episode: Nov 7, 2026
Episodes: 300
Release period: Weekly
Avg. episode length: 36 min
Explicit: No

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