WealthTech Today

WealthTech Today


Latest Episodes

Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion
October 06, 2025

Orion has quietly crossed a staggering milestone: more than $5 trillion in assets under administration. In this conversation, CEO Natalie Wolfsen explains what that number means in practice, how Orion

Ep. 308: September WealthTech News
October 02, 2025

The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platforms, and AI is quickly moving from buzzword to embe

Ep 307: Referrals Are Dead: Sales Enablement is the Future of Advisor Growth, with Dan Zitting, Nitrogen
September 25, 2025

When Nitrogen Wealth rebranded from Riskalyze, many advisors were left wondering: what exactly does sales enablement mean in wealth management? In this episode of WealthTech Today, we sit down with

Ep. 306: Planning Software Evolution: Why AI Can Take Notes But Can’t Build Trust, with Susan McKenna, eMoney
September 18, 2025

When a financial planning software becomes so successful that its used by a large percentage of advisors, it faces a unique challenge: how do you modernize without alienating the very clients who mad

Ep. 305: Plumbing > Pixels: How the Infrastructure Flywheel Powers Wealth Management, with Rob Heyvaert, Motive Partners
September 11, 2025

Wealth management is undergoing a massive transformation, and few people have had a front-row seat quite like Rob Heyvaert. As founder and managing partner of Motive Partners, Rob has spent decades re

Ep. 304: From Stone Age to New Wave: How AI in Life Insurance and Annuities Accelerates Everything, with Katie Kahl, iPipeline
September 08, 2025

AI isnt just a buzzword in wealth managementits reshaping insurance and annuities. In this episode of WealthTech Today, Craig Iskowitz speaks with Katie Kahl, Chief Product Officer at iPipeline, ab

Ep. 303: August News
August 31, 2025

The wealth management technology landscape is moving fast from alternative investments and TAMP funding to unified platforms and AI-driven outreach. In this months news roundup, we dig into the big

Ep. 302: Inbox Whisperers and Client Coaches: AI Assistants for Financial Advisors Step Up Their Game with Mark Gilbert, Zocks
August 21, 2025

AI isnt just taking notes anymoreits running the advisor desktop. In this episode, Craig Iskowitz speaks with Mark Gilbert, CEO and co-founder of Zocks, about how AI assistants are moving beyond tr

Ep. 301: The 500-Hour Advantage: Why AI Assistants Are the Best ROI in Your Tech Stack, with Era Jain, Zeplyn.ai
August 14, 2025

In this episode, Craig sits down with Era Jain to explore how Zeplyn is redefining AI-driven meeting support for financial advisors. From boosting CRM data quality to enabling agentic AI workflows,

Ep 300: What Surprised Us in the 2025 Kitces Tech Survey and What RIAs Still Get Wrong, with Michael Kitces
August 07, 2025

AdvisorTech is booming but is it moving in the right direction? In this episode, Craig Iskowitz talks with Michael Kitces about the latest Kitces Advisor Tech Study, the future of AI in wealth manag