WealthTech Today

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...

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...

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...

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...

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 innov...

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 plat...

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...

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 201...

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...

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 disti...

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...

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 onb...

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 leadersh...

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 fiduc...

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 mo...

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 plat...

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. J...

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 autono...

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...

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 f...

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 decad...

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...

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-ch...

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...

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 trans...