Rephonic
Artwork for WealthTech Today

WealthTech Today

Craig Iskowitz
Wealth Management
Wealth Management Technology
Financial Planning
Morningstar Office
Financial Advisors
Liabilities
Human Capital
Libretto
Breakaway Advisors
Priorities-Based Planning
Risk Tolerance
Investnet
Sigfig
Salesforce
Pulse360
Blue Chip Partners
Holistaplan
RIA Technology Stacks
Southern California
Los Angeles

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

PublishesWeeklyEpisodes300Founded7 years ago
Number of ListenersCategories
NewsTech News

Listen to this Podcast

Artwork for WealthTech Today

Latest Episodes

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

YouTube

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

YouTube

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

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Founders
FoundersDavid Senra
The a16z Show
The a16z ShowAndreessen Horowitz
The Memo by Howard Marks
The Memo by Howard MarksOaktree Capital Management

Recent Guests

Cheryl Nash
President of APL at InvestCloud
InvestCloud
Episode: Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
Aaron Brodt
CEO of Amplify
Amplify
Episode: Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify
David Hatfield
CTO of Amplify
Amplify
Episode: Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify
Eric Clarke
Co-founder and former CEO of Orion
Hamachi
Episode: Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
Brian McLaughlin
Co-founder and former CEO of Red Tail
Hamachi
Episode: Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
Mike Wilson
Founder and former CEO of Advisory World
Hamachi
Episode: Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
Mustafa Basiri
CTO of Hamachi, former co-founder of Advisor Software
Hamachi
Episode: Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
Reed Colley
President of Orion Technology
Orion Technology
Episode: Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion
Larry Shumbres
Founder and CEO of Archive Intel
Archive Intel
Episode: Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel

Host

Craig Iskowitz
Founder of Ezra Group Consulting; long-standing host focusing on wealthtech and technology strategy.

Reviews

4.4 out of 5 stars from 22 ratings
  • 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 Podcasts
    5
    roweereyes
    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 Podcasts
    5
    TradesDeal
    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 Podcasts
    5
    Trinity Galadriel
    United Kingdom7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

High-quality interviews with industry-leading founders and operators.
Engaging host with knowledgeable guests and practical wealthtech insights.
Listeners gain clear takeaways for implementing AI and tech in advisory practices.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#178
United States/News/Tech News
Apple Podcasts
#175
Canada/News/Tech News
Apple Podcasts
#250
Australia/News/Tech News
Apple Podcasts
#30
United Arab Emirates/News/Tech News
Apple Podcasts
#44
Brazil/News/Tech News
Apple Podcasts
#63
Ireland/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
Q: What is the Altic network and how does it solve the private markets logistics problem?
Altic is a single sign-on hub that connects advisors and home office operations to transact private markets, digitizes data from alts processors, and aligns capital calls, tax optimization, and liquidity management in one place to improve efficiency.
Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
Q: How has the financial supermarket evolved with private markets integration within UMA?
The model has shifted from simply providing access to a shelf of products to delivering integrated orchestration inside a unified managed account, connecting public and private assets in a single, tax-aware, digitally connected, and rebalanceable account.
Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
Q: Give us the 30-second elevator pitch for InvestCloud and APL.
InvestCloud is a global leader in wealth technology that enables a smarter financial future; APL is InvestCloud's managed accounts engine powering portfolio management, trading, rebalancing, and accounting at enterprise scale, now extending to private markets within UMA.
Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify
Q: So let's jump in. For listeners who don't know Amplify yet, can you please give the 30-second elevator pitch for the platform?
Amplify is the technology layer between custody and clearing that provides onboarding, trading, reporting, and client experience, a modern operating system that connects with third-party systems and offers a high-service overlay to support advisor workflows at scale.
Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
Q: What's Hamachi about?
Hamachi provides an AI governance and guardrails platform that lets advisory firms use AI safely by mapping data from CRMs and portfolio tools to expert bots and pre-designed prompts, ensuring compliance and PII protection.

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 WealthTech Today

What is WealthTech Today about and what kind of topics does it cover?

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

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?

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.

What are the audience demographics for WealthTech Today?

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.

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. All-In with Chamath, Jason, Sacks & Friedberg
2. Founders
3. Masters in Business
4. The a16z Show
5. The Memo by Howard Marks

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.

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. 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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days