WealthTech Today
Craig IskowitzListen 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 | 8 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Tech NewsNews | |||
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Latest Episodes
The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.
Meet Our Guest I sat down with Drew Seelig, Head of Global Product Strategy at Salesforce, for a conversation on ... more
The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.
AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this e... more
The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.
Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: ... more
The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for... more
Key Facts
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Reviews
- Awesome Podcast!!!
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!
Apple Podcasts5roweereyes
Philippines5 years ago - Wisdom from business pros
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
Apple Podcasts5TradesDeal
United States7 years ago - Great FinTech Podcast!
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.
Apple Podcasts5Trinity Galadriel
United Kingdom8 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #155 | United States/News/Tech News |
Apple Podcasts | #234 |  Australia/News/Tech News |
Apple Podcasts | #54 |  Norway/News/Tech News |
Apple Podcasts | #98 |  Ireland/News/Tech News |
Apple Podcasts | #103 |  Mexico/News/Tech News |
Apple Podcasts | #147 |  India/News/Tech News |
Talking Points
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Audience Metrics
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Frequently Asked Questions About WealthTech Today
What is WealthTech Today about and what kind of topics does it cover?
This show centers on wealth tech and enterprise fintech, often featuring founders, CTOs, and product leaders who discuss data, AI governance, platform strategy, and how technology reshapes advisor workflows. Episodes frequently explore how to unify data across systems, build scalable platforms, and govern AI-enabled processes, with practical takeaways for banks, RIAs, and wealth managers considering new tech stacks, integrations, and governance models. A standout pattern is a strong emphasis on measurable value (adoption, governance, ROI), enterprise readiness, and creating ecosystems that reduce fragmentation in wealth management technology.
Where can I find podcast stats for WealthTech Today?
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.
How many listeners does WealthTech Today get?
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What are the audience demographics for WealthTech Today?
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How many subscribers and views does WealthTech Today have?
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.
Which podcasts are similar to WealthTech Today?
These podcasts share a similar audience with WealthTech Today:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Talking Wealth
4. Barron's Advisor
5. Animal Spirits Podcast
How many episodes of WealthTech Today are there?
WealthTech Today launched 8 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.
How do I contact WealthTech Today?
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 WealthTech Today?
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.
How do I access podcast episode transcripts for WealthTech Today?
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.
What guests have appeared on WealthTech Today?
Recent guests on WealthTech Today include:
1. Drew Seelig
2. Parker Entz
3. Jeremy Carnell
4. Daniel Eyre
5. Amy DeTolla
6. Stephanie Bogan
7. David Benskin
8. Laurel Taylor
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.