
Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.
| Publishes | Twice monthly | Episodes | 56 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Technology | |||

Featuring a new Finura Client: Verse Wealth
What happens when you throw out the traditional financial advice playbook — but keep the discipline, compliance and rigour that actually protects clients?
In this episode of WealthTech Insider, Peter Worn... more
A short, informal welcome back to 2026.
Danni and Pete catch up after the break and run through what’s coming up on The WealthTech Insider this year.
#finuragroup #wealthtech #technology #peterworn #dannilegrande
In this final episode for 2025, Danni and Pete cut through the noise to review the trends that actually mattered. We look back at our 2025 Predictions with a critical eye—discussing why the AI hype has cooled into "AI fatigue" and why the industry is... more
Harvey AI has gone from newborn startup to an $8 billion juggernaut in just 31 months. But behind the headlines sit harder questions: opaque pricing, patchy adoption, defensive founders, and a conservative profession wrestling with risk.
Danni and Pe... more
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Apple Podcasts | #138 |
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| Listeners per Episode | Gender Skew | Location | |||
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The WealthTech Insider launched 4 years ago and published 56 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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