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WealthTech Today

WealthTech Today

Craig Iskowitz

322 episodesEN-US

Show overview

WealthTech Today has been publishing since 2019, and across the 7 years since has built a catalogue of 322 episodes. That works out to roughly 40 hours of audio in total. Releases follow a weekly cadence.

Episodes typically run thirty-five to sixty minutes — most land between 34 min and 41 min — and the run-time is fairly consistent across the catalogue. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-US-language News show.

The show is actively publishing — the most recent episode landed 4 days ago, with 35 episodes already out so far this year. Published by Craig Iskowitz.

Episodes
322
Running
2019–2026 · 7y
Median length
37 min
Cadence
Weekly

From the publisher

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

Latest Episodes

View all 322 episodes

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

Aug 19, 202634 min

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

Aug 13, 202636 min

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

Aug 6, 202640 min

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

Aug 4, 202630 min

Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence

Jul 30, 202637 min

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

Jul 24, 202635 min

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

Jul 17, 202635 min

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

Jul 9, 2026

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

Jul 7, 202629 min

Ep. 349: July WealthTech News

Jul 2, 202657 min

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

Ep. 347: June News

Jun 18, 202647 min

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

Jun 11, 2026

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

Jun 5, 2026

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

May 29, 2026

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

May 22, 2026

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

May 20, 2026

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

May 15, 2026

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

May 8, 202633 min

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

May 1, 2026