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The WealthTech Insider

Finura Group

Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.

PublishesTwice monthlyEpisodes49Founded4 years ago
Number of ListenersCategory
Technology

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Latest Episodes

Recorded Live from the Netwealth Accelerate Summit. Pete & Danni spend time with Sophie Firminger from Netwealth unpacking a real life cast study of a tech project which went horribly wrong.

00:00 Introduction to Advice Tech Challenges

01:09 Real-... more

Danni Le Grande and Peter Worn put their 2025 predictions under the microscope. From adviser numbers and platform monogamy to AI agents and YouTube marketing, they track the wins, the misses, and what’s still up for grabs.

Expect sharp takes on marg... more

Come behind the scenes and listen to one of Peter's live presentations, including some controversial audience Q&A.

It's unfiltered, unedited.

Chapters:

00:00 The Future of AI in Healthcare and Financial Advice

19:10 Investing in AI: Short-Term... more

In our first-ever live recording of The WealthTech Insider, Danni Le Grande and Peter Worn hit the stage at the IRESS WealthTech Summit to revisit — and ruthlessly score — the predictions we made for advice tech in 2025.

Recorded in front of a room ... more

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Which podcasts are similar to The WealthTech Insider?

These podcasts share a similar audience with The WealthTech Insider:

1. Ensombl Advice Australia
2. The Trusted Adviser
3. 15 Minutes with the Boss
4. Chanticleer
5. The Fin

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The WealthTech Insider launched 4 years ago and published 49 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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