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 | 63 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||
Listen to this Podcast
Latest Episodes
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
APRA's late-April letter on AI was addressed to Banks, Insurers and Super Trustees. It wasn't addressed to AFSLs — and Pete Worn reckons that distinction will matter for about six months.
In this episode, Danni and Pete unpack Pete's latest Code & C... more
Pete's latest Code & Capital landed in inboxes the week after the federal budget — and his frustration was raw. In this episode, he and Danni unpack what the proposed capital gains changes mean for Australian software founders, and why the advice tec... more
Canceling Adobe shouldn't feel like escaping a hostage situation — but it does. Fitness First, Foxtel, gym memberships, subscription perfume (yes, really), and a lot of advice tech vendors share the same playbook: make it easy to sign up, and brutall... more
Danni went to New Zealand for a week and the AI world lost its mind. Pete catches her up on the news that matters — starting with Anthropic's "Mythos," a model so powerful they refused to release it publicly after it uncovered up to a million vulnera... more
Mark Zaglas is back. Our most downloaded guest ever returns to go a level deeper on what's changed since last year's "Stagnation to Scale" episode — and a lot has changed. Encore Advisory Group has been acquired by Evidentia, Mark has launched his Bi... more
Pete's latest Code & Capital sparked a big conversation — why are Advice Practices still tempted to rip out their CRM when the data says it rarely ends well? Danni brings the receipts from Finura's Technology Health Check: only 17% of Practices are a... 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?
The conversation centers on how technology is transforming wealth management, with a strong emphasis on wealthtech platforms, AI-enabled workflows, client experience, and the evolving governance of firms as they scale. Episodes regularly explore practical implementations of CRM stacks, AI agents, and integrated tech ecosystems, along with the business impact of platform consolidations, regulatory signals, and changing pricing models in advisory software. Noteworthy traits include a distinctly practitioner-focused lens—sharing real-world lessons, measurable outcomes, and concrete tips for reducing change friction, improving client interactions, and building scalable advisory businesses. The format often blends hands-on case studies with forw... 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 three 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. NAB Morning Call
2. 5 in 5 with ANZ
3. Equity Mates Investing Podcast
4. Odd Lots
5. The Diary Of A CEO with Steven Bartlett
How many episodes of The WealthTech Insider are there?
The WealthTech Insider launched 4 years ago and published 63 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. Mark Zaglas
2. Simon Backman
3. Corey Wastle
4. Corey Wussell
5. Marcus Field
6. Matthew Vandermeer
7. Peter Warne
8. Paul Feeney
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.