Episode 18: Entering the Matrix: A View from Inside the Future of Wealth Management

Guests: Ben Weisshaut, Founder and CEO of Wishlife and Mang-Git Ng, Founder and CEO of Anvil Foundry

Fin-tech is a buzz word within the financial services and wealth management space. Thinking about the future intersections between technology and the delivery of financial advice is a really fun exercise. Silicon Valley has been a hub for innovation and design for many years. A tremendous amount of wealth has been created through “start-up” ventures. These ventures have created a whole new set of rules for the life-cycle of businesses.

Ben Weisshaut and Mang-Git Ng are both founders of companies looking to modify the wealth management landscape. In today’s episode we’ll investigate the future of technology in the advisory space and the role owners play in the culture creation at their companies.