
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
| Publishes | Weekly | Episodes | 300 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsTech News | |||

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features an in-depth conversation... more
The post Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify appeared first on and was written by Elana Iskowitz.
Meet the Team This episode features a deep dive into the architecture and vision... more
The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowitz.
Meet the Team This episode features a rare “full house” collaboration between four heavyweights ... more
The post Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion appeared first on and was written by Craig Iskowitz.
What does “AI-native” actually mean — and why does it matter for your tech stack? Reed Colley,... more
People also subscribe to these shows.





Craig, host of the Wealth Management Today Podcast, highlights all wealth management technology and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listen!
This is a helpful podcast for anyone who is interested in introducing themselves into the world of wealth management advisory, or wants to hone their skills and better understand this industry. I suggest you annotate, take notes, and create a guide from the expert guests. I’ve had great success reading Craig’s investment advice services blog and it has led me to his podcast as a way to help fill the gaps in my knowledge and give me more details about the most important issues related to wealth m... more
Probably one of the best wealth management podcasts out there. The interviews are well done and insightful, and Craig is an engaging and knowledgeable host. I’m very excited to hear more adventures from Planet WealthTech.
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #178 | |
Apple Podcasts | #175 | |
Apple Podcasts | #250 | |
Apple Podcasts | #30 | |
Apple Podcasts | #44 | |
Apple Podcasts | #63 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
This show dives into wealth management technology, fintech startups, and AI-driven advisory tools, with a steady stream of guests from prominent wealthtech firms and fintech platforms. Episodes typically explore product strategies, data and AI governance, platform integrations, and practical implications for advisors, RIAs, and asset managers. A standout is the consistent focus on real-world implementation—data quality, compliant AI, and scalable tech stacks—delivered through interviews with founders, CTOs, and senior leaders who bring hands-on experience from the industry. The format often blends education with business development, including sponsor mentions and actionable takeaways for tech-minded professionals seeking to optimize client... more
Rephonic provides a wide range of podcast stats for WealthTech Today. 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 WealthTech Today and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for WealthTech Today, 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.
Rephonic provides comprehensive predictive audience data for WealthTech Today, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
To see how many followers or subscribers WealthTech Today 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.
These podcasts share a similar audience with WealthTech Today:
1. All-In with Chamath, Jason, Sacks & Friedberg
2. Founders
3. Masters in Business
4. The a16z Show
5. The Memo by Howard Marks
WealthTech Today launched 7 years ago and published 300 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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.
Rephonic pulls ratings and reviews for WealthTech Today 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.
Rephonic provides full transcripts for episodes of WealthTech Today. 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.
Recent guests on WealthTech Today include:
1. Cheryl Nash
2. Aaron Brodt
3. David Hatfield
4. Eric Clarke
5. Brian McLaughlin
6. Mike Wilson
7. Mustafa Basiri
8. Reed Colley
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.