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WealthTech Today

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

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All Episodes

Ep. 337: April WealthTech News: AI Operating Systems,...

WealthTech Today ·

2026/04/17

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

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Ep. 336: Building the Private Bank for the...

WealthTech Today ·

2026/04/11

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:

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Ep. 335: Building the Digital Desktop for...

WealthTech Today ·

2026/04/03

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

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Ep. 334: March News

WealthTech Today ·

2026/03/26

The post Ep. 334: March 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 News appeared first on and was written by Elana

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Ep. 333: From Supermarkets to Symphony: Delivering...

WealthTech Today ·

2026/03/19

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

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32:46

Ep. 332: Microservices, Medallion Architecture, and...

WealthTech Today ·

2026/03/12

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

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Ep. 331: The Bot Wrangler: How Hamachi Plans to...

WealthTech Today ·

2026/03/05

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

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34:47

Ep 330: The Unfair Advantage Hiding in Orion’s...

WealthTech Today ·

2026/02/25

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:

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32:19

Ep. 329: From False Positives to Full Compliance: How...

WealthTech Today ·

2026/02/19

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

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Ep. 328: Beyond the Big Three: What It Takes to...

WealthTech Today ·

2026/02/12

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

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30:43

Ep. 327: “Modernize or Die” Is Not a Tech Strategy...

WealthTech Today ·

2026/02/05

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

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Ep. 325: Decision Intelligence vs. AI Theater: What...

WealthTech Today ·

2026/01/22

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

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Ep. 324: Why Private Markets are Running on Broken...

WealthTech Today ·

2026/01/15

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

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Ep. 323: From Avoidance to Action: Making Long-Term...

WealthTech Today ·

2026/01/08

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

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Ep. 322: WealthTech December Roundup: AI, Platform...

WealthTech Today ·

2025/12/30

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

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Ep. 321: Why Entrepreneurial Advisors Need a...

WealthTech Today ·

2025/12/23

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

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Ep. 320: No Country for Old Prompts: How Wealth Firms...

WealthTech Today ·

2025/12/18

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

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Ep. 319: When Culture Becomes a Superpower: Inside a...

WealthTech Today ·

2025/12/11

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

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Ep. 318: From Dream Demo to Migration Nightmare: 5...

WealthTech Today ·

2025/12/05

The post Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera appeared first on and was written by Elana Iskowitz.Understanding How Wealth Firms Get Platform Implementations Wrong Most firms don’t realize how costly a platform decision can be until they’re deep in an implementation and discovering what the vendor didn’t tell them. By then, it’s late, expensive, and full of friction. In this episode, industry expert and Senior

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Ep. 317: The RIA Playbook for a Data-Driven,...

WealthTech Today ·

2025/11/25

The post Ep. 317: The RIA Playbook for a Data-Driven, Advisor-Centric Tech Strategy, with Stan Gregor, Summit Financial appeared first on and was written by Elana Iskowitz.How Summit Financial Built a Scalable Tech and Advisor Platform with Stan Gregor Few RIAs have attempted what Summit Financial has accomplished over the past five years: scaling a multi-entity business model, integrating more than 30 third-party technologies, supporting multiple custodians, and building a technology lab that

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