WealthTech Today

The post October WealthTech News appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

,Welcome to the October WealthTech news. 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 software. Meanwhile, the meeting note-takers are coming […]

The post October WealthTech News appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

Meet Our Guest 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, where they helped scale the company to a $45 billion valuation and […]

The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

Meet Our Guest On this 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 before […]

The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

Meet Our Guests This episode 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

Meet Our Guest 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, and time at […]

The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on https://wealthtechtoday.com 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 Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 360: August WealthTech News appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

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 https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

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.

The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

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 https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.

The post Ep. 349: July WealthTech News appeared first on https://wealthtechtoday.com 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 https://wealthtechtoday.com and was written by Elana Iskowitz.