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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
Pulse360
Salesforce
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

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Artwork for WealthTech Today

Latest Episodes

The post Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans appeared first on and was written by Elana Iskowitz.

Two-thirds of Americans don’t have an estate... more

The post Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion appeared first on and was written by Elana Iskowitz.

Orion has quietly crossed a staggering milestone: more than $5 trillion ... more

YouTube

The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.

The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platfor... more

YouTube

The post Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen appeared first on and was written by Elana Iskowitz.

When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering... more

YouTube

Key Facts

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Matt Morris
Founder and CEO of EncorEstate Plans
EncorEstate Plans
Episode: Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
Natalie Wolfsen
CEO of Orion
Orion
Episode: Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion
Dan Zitting
CEO of Nitrogen
Nitrogen
Episode: Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen
Susan McKenna
CEO of eMoney Advisor
eMoney Advisor
Episode: Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
Rob Heyvaert
Founder and managing partner of Motive Partners
Motive Partners
Episode: Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners
Katie Kahl
Chief Product Officer at iPipeline
iPipeline
Episode: Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline
Mark Gilbert
CEO and co-founder of Zocks
Zocks
Episode: Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks
Era Jain
Co-founder and CEO of Zeplyn, an AI Meeting Note-Taker and Assistant
Zeplyn
Episode: Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
Michael Kitces
Industry guru and financial planning expert
Episode: Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces

Host

Craig Iskowitz
Host of WealthTech Today and an expert in wealth management technology, providing insights and industry analysis through engaging conversations with leaders in the field.

Reviews

4.4 out of 5 stars from 21 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 States6 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.

Listeners appreciate the insightful interviews with industry leaders and the practical advice provided about wealth and technology trends.
Craig Iskowitz is praised for his engaging hosting style and ability to articulate complex topics clearly.
There is a focus on educational content, which is beneficial for both newcomers and seasoned professionals in the wealth management industry.

Chart Rankings

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

Apple Podcasts
#226
United States/News/Tech News
Apple Podcasts
#235
Canada/News/Tech News
Apple Podcasts
#208
Australia/News/Tech News
Apple Podcasts
#65
Hong Kong/News/Tech News
Apple Podcasts
#86
Ireland/News/Tech News
Apple Podcasts
#132
India/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
Q: How is your roadmap changing with AI?
We're leveraging AI to increase internal efficiency while maintaining the necessary human oversight to ensure high-quality estate planning documents.
Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
Q: How do you balance human review and automation in your platform?
Encor employs human review for quality control while leveraging technology to enhance efficiency, ensuring documents meet required standards.
Ep. 310: Set It, Forget It, Don’t Regret It: How Estate Planning Technology Helps Advisors Deliver More, with Matt Morris, EncorEstate Plans
Q: What trends are you seeing in how advisors incorporate estate planning?
Advisors are increasingly integrating estate planning into the financial planning process, making it more proactive and adaptive to clients' life changes.
Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
Q: How are you applying AI into your planning workflows while still keeping the advisor connection front and center?
Susan discusses using AI as a tool for efficiency, but emphasizes that AI should not be seen as providing advice.
Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
Q: How do you balance the autonomy you want and innovation with access to Fidelity's resources?
Susan explains that they've leveraged Fidelity's resources while staying true to their mission and maintaining their autonomy.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About WealthTech Today

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

A weekly exploration of wealth management technology that features in-depth conversations with industry leaders, offering insights into recent news, trends, and advancements in fintech. The discussions typically cover innovations in artificial intelligence, automation, and infrastructure that are shaping the landscape of financial advisory practices. With expert guests from various sectors, listeners gain practical knowledge on navigating the contemporary financial technology environment, enhancing their understanding of both challenges and opportunities in wealth management.

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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. Matt Morris
2. Natalie Wolfsen
3. Dan Zitting
4. Susan McKenna
5. Rob Heyvaert
6. Katie Kahl
7. Mark Gilbert
8. Era Jain

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.

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