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 | Tech NewsNews | |||
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Latest Episodes
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
The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz.
Six Things Worth Writing Down The AI Notetaker Category Has Effect... more
The post Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor appeared first on and was written by Elana Iskowitz.
Meet Our Guests This episode features Ian Karnell, ... more
The post Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI appeared first on and was written by Elana Iskowitz.
Meet Our Guest This episode features Babu Sivadasan, CEO of JIFFYAI — an AI technolo... 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 | #48 | United States/News/Tech News |
Apple Podcasts | #63 |  Canada/News/Tech News |
Apple Podcasts | #130 |  United Arab Emirates/News/Tech News |
Apple Podcasts | #191 |  Hong Kong/News/Tech News |
Apple Podcasts | #199 |  Ireland/News/Tech News |
Apple Podcasts | #229 |  Brazil/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 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?
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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?
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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. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Barron's Advisor
5. Animal Spirits Podcast
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?
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Where can I see ratings and reviews for WealthTech Today?
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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?
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What guests have appeared on WealthTech Today?
Recent guests on WealthTech Today include:
1. Ian Karnell
2. Babu Sivadasan
3. Bob Pisani
4. Raj Bhattacharyya
5. Jeremy Carnell
6. Max Lane
7. Jack Ginter
8. Cheryl Nash
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.