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 | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsTech News | |||
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Latest Episodes
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
The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz.
In this episode of WealthTech Today, Craig Iskowitz sits d... more
The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz.
The landscape of financial advice is shifting from static, once-... more
The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Iskowitz.
For legacy financial institutions, technology is no longer just a support function—it is an ... more
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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
Philippines4 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 Kingdom7 years ago
Listeners Say
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Chart Rankings
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Apple Podcasts | #68 | United States/News/Tech News |
Apple Podcasts | #203 |  Canada/News/Tech News |
Apple Podcasts | #15 |  Brazil/News/Tech News |
Apple Podcasts | #71 |  Hong Kong/News/Tech News |
Apple Podcasts | #78 |  United Arab Emirates/News/Tech News |
Apple Podcasts | #208 |  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?
Throughout the episodes, a strong focus is placed on the intersection of technology and wealth management, with frequent discussions surrounding fintech innovations, integrations, and the evolving landscape of investment and advisory services. Topics such as estate planning, AI-assisted tools, and the rise of alternative investments are recurrent, highlighting the challenges and opportunities faced by firms in adapting to technological change. Noteworthy is the detailed exploration of recent acquisitions and strategic partnerships among major players in the industry, which positions the content not only for finance professionals but also for tech enthusiasts interested in the future of financial services. The conversational style, aided by ... more
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How many listeners does WealthTech Today get?
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Which podcasts are similar to WealthTech Today?
These podcasts share a similar audience with WealthTech Today:
1. The Mel Robbins Podcast
2. Think Fast Talk Smart: Communication Techniques
How many episodes of WealthTech Today are there?
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.
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What guests have appeared on WealthTech Today?
Recent guests on WealthTech Today include:
1. Brad Joudrie
2. Jeremi Karnell
3. Alex Goodwin
4. Lily Vittayaruksul
5. Andree Mohr
6. Dr. Kelly Wagman
7. Craig Iskowitz
8. Jennifer des Groseilliers
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.