The WealthTech Insider
Finura GroupDiscussing all things Wealth Tech. News and trends with great guests from all over the industry and the world. Keen to submit a question to our hosts? zfrmz.com.au/jQwb2EGV0Rv6HSWcDrFG
| Publishes | Twice monthly | Episodes | 64 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
Listen to this Podcast
Latest Episodes
Have you ever properly fixed a problem in your business, put the time in, changed the system, rewrote the process only to find yourself having the exact same conversation 12 months later? That's the loop. And in this episode, Danni Le Grande is joine... more
Code and Capital at 100: PowerPoint, conferences, Harvey AI, and the risks of AI speedDanni is joined by Peter Worn, co-host of World Tech Insider and the writer behind Code and Capital, which just hit its 100th edition. The episode looks at the idea... more
Microsoft and Apple just made one thing clear: the future of AI is built into the devices people already carry, and that changes everything for advisers, firms, and anyone handling sensitive conversations.
Danni Le Grande and Peter Worn break down t... more
The financial landscape is shifting, and in this episode, Danni Le Grande and Peter Worn dissect a landmark acquisition that could reshape the wealth tech industry. Vanguard’s recent $4 billion acquisition of Altruist is not just a transaction; it’s ... more
What happens when a firm that's brilliant at the art of advice decides to get serious about the science?
In this episode, Danni Le Grande sits down with Matt Hale, Managing Director of Rising Tide Financial Services, for an honest conversation about... more
How are our 2026 Wealth Tech Predictions actually tracking?
Six months after dropping our 2026 predictions, Danni Le Grande and Peter Worn sit down for a mid-year report card marking their own homework on all eight calls, no cherry-picking.
In this... more
What if you tried to design the worst possible advice industry on purpose? Pete Worn and Danni Le Grande run Charlie Munger's inversion trick over Australian advice, working through the six rules from Pete's latest Code & Capital:
* Make sure nobody... more
Two commencement speakers got booed off stage for telling rooms full of graduates that AI was an exciting opportunity. Danni and Pete start there — Gloria Caulfield, then Eric Schmidt — and ask the more useful question: what happens when the people m... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Hosts
Top Technology Podcasts
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
Frequently Asked Questions About The WealthTech Insider
What is The WealthTech Insider about and what kind of topics does it cover?
This show centers on the intersection of wealth management and technology, with a focus on practical implementation of AI, client experience, and the evolving software stack used by advisory firms. Episodes frequently cover cross-functional topics such as operating models, governance, cybersecurity, and the business impact of tech adoption—from AI-assisted workflows and CXM strategies to CRM migrations and vendor ecosystems. A standout trait is the emphasis on real-world, outcomes-driven lessons: change management, measurable time savings, and scalable processes backed by practitioner voices from wealthtech providers and advisory firms. The show often features seasoned founders, CIO/COO types, and senior leaders who talk through concrete de... more
Where can I find podcast stats for The WealthTech Insider?
Rephonic provides a wide range of podcast stats for The WealthTech Insider. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The WealthTech Insider and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The WealthTech Insider get?
Rephonic provides a full set of podcast information for four million podcasts, including the number of listeners. View further listenership figures for The WealthTech Insider, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for The WealthTech Insider?
Rephonic provides comprehensive predictive audience data for The WealthTech Insider, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does The WealthTech Insider have?
To see how many followers or subscribers The WealthTech Insider has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The WealthTech Insider?
These podcasts share a similar audience with The WealthTech Insider:
1. The Trusted Adviser
2. The ifa Show
3. Challenge the Standard in Financial Advice
4. Basis Points
5. WealthTech Today
How many episodes of The WealthTech Insider are there?
The WealthTech Insider launched 5 years ago and published 64 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The WealthTech Insider?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The WealthTech Insider?
Rephonic pulls ratings and reviews for The WealthTech Insider from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The WealthTech Insider?
Rephonic provides full transcripts for episodes of The WealthTech Insider. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on The WealthTech Insider?
Recent guests on The WealthTech Insider include:
1. Matt Hale
2. Mark Zaglas
3. Simon Backman
4. Corey Wastle
5. Corey Wussell
6. Marcus Field
7. Matthew Vandermeer
8. Peter Warne
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.