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WealthTech Today

Craig Iskowitz
Wealth Management
Wealth Management Technology
Artificial Intelligence
Financial Planning
Financial Advisors
Estate Planning
Orion
Alternative Investments
Salesforce
Morningstar Office
Mergers and Acquisitions
Client Experience
OSAIC
Docupace
Data Management
Robinhood
Tradepmr
Envestnet
CRM Systems
Genstar Capital

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
Tech NewsNews

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Artwork for WealthTech Today

Latest Episodes

The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode features Caleb Eplett, Chief Product Officer of YCharts, and Rushi Shah, VP of Product at YC... more

The post Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode features Derek Notman, founder of Couplr, and Ad... more

The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features Rich Cancro, CEO of AdvisorEngine... more

YouTube

The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode features Gokul Ramanathan, Group Product Manager for Alt... more

YouTube

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Recent Guests

Gokul Ramanathan
Group Product Manager for Altruist and the Hazel team at Altruist
Altruist
Episode: Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
Fernando San Martin
Senior Product Manager, Hazel team at Altruist
Altruist
Episode: Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
Jean Sullivan
Head of Research for Ezra Group
Ezra Group
Episode: Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group
Ian Karnell
CEO of VastAdvisor
VastAdvisor
Episode: Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor
Babu Sivadasan
CEO of jiffy.ai
jiffy.ai
Episode: Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI
Bob Pisani
CTO of Addepar
Addepar
Episode: Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar
Raj Bhattacharyya
CEO of Robertson Stephens
Robertson Stephens
Episode: Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens
Jeremy Carnell
Former head of data solutions from Investnet
Investnet (guest host)
Episode: Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors
Max Lane
CEO of Flourish
Flourish
Episode: Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish

Host

Craig Iskowitz
Host of WealthTech Today; expert on wealthtech strategy, platform ecosystems, and AI in advisory workflows.

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.

Solid host delivering actionable industry context.
High-quality guests and practical insights for vendors and advisors.
Clear focus on AI, data, and wealthtech trends.

Chart Rankings

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

Apple Podcasts
#78
United States/News/Tech News
Apple Podcasts
#212
Canada/News/Tech News
Apple Podcasts
#155
Italy/News/Tech News
Apple Podcasts
#169
United Arab Emirates/News/Tech News
Apple Podcasts
#196
Ireland/News/Tech News
Apple Podcasts
#211
Hong Kong/News/Tech News

Talking Points

Recent interactions between the hosts and their guests.

Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
Q: How do you manage accuracy and avoid hallucinations when providing tax planning advice?
We use a deterministic engine for core calculations and leverage AI models for reasoning and data extraction, with data provenance and benchmarks to ensure traceability and reliability; only select tasks are handled by LLMs, while math-heavy computations remain deterministic to minimize mistakes.
Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
Q: Can you give us a 30-second elevator pitch for Hazel for listeners who may have missed the earlier introduction?
Hazel is the AI assistant for financial advisors and wealth managers, primarily in the US, offering tax analysis, note taking, and a suite of workflows integrated with the Altruist custodial platform and beyond, designed to save time, improve accuracy, and empower advisors through an AI-native approach.
Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI
Q: What exactly is the AI Advisor Companion and how does it integrate into a typical advisor workflow?
It includes a built-in note taker and supports end-to-end onboarding, converting client conversations into prep-ready paperwork in minutes, with integration to the data warehouse and other Jiffy.ai capabilities.
Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens
Q: What is the biggest gap in current WealthTech onboarding and how do you see agent APIs changing that?
Onboarding is slowed by data transfer frictions and custodians' data workflows; agent APIs can let a human supervise multiple agents handling tasks, dramatically speeding onboarding and enabling seamless data transfer across partners like Fidelity and Schwab, enhancing efficiency and client experience.
Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens
Q: So please give us a 30 second elevator pitch for Robertson Stephens.
Robertson Stephens is a tech-focused wealth management firm born eight years ago, positioned between the large wirehouses and independents, offering fiduciary advice with comprehensive planning, strong technology, and a value proposition built on a best-of-breed tech stack rather than a single platform.

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 surveys wealthtech and fintech by featuring veteran leaders, engineers, and strategists who build and scale advisor platforms, UMA networks, AI agents, data lakes, and integrated ecosystems. Episodes frequently explore AI governance, data architecture, onboarding, and the shift from systems of record to systems of action, with practical takeaways for advisors, RIAs, and enterprise clients. A distinguishing trait is the strong emphasis on architecture-first discussions, vendor ecosystems, and real-world ROI for technology deployments in wealth management, making it a solid fit for listeners evaluating tooling, partnerships, and sponsorship opportunities in this space.

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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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. Talking Wealth
3. Barron's Advisor
4. Animal Spirits Podcast
5. The Efficient Advisor: Tactical Business Advice for Financial Planners

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?

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What guests have appeared on WealthTech Today?

Recent guests on WealthTech Today include:

1. Gokul Ramanathan
2. Fernando San Martin
3. Jean Sullivan
4. Ian Karnell
5. Babu Sivadasan
6. Bob Pisani
7. Raj Bhattacharyya
8. Jeremy Carnell

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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