WealthTech Today
Latest Episodes
Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion
Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial service
Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick
In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. Sheprovides unique i
Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud
InvestCloud CEO Jeff Yabuki discusses the companys ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a per
Ep. 274: January News Roundup
Come on in. Sit back and relax. Youre listening to episode 274 of the Wealth Tech Today podcast. Im your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT
In this episode of WealthTech Today, host Craig Iskowitz sits down with Bob Santella, CEO of BetaNXT, to discuss the companys innovative approach to data modernization and their vision for the future
Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist
Come on in, sit back and relax. Youre listening to Episode 272 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace
Come on in, sit back and relax. Youre listening to Episode 271 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth
Come on in, sit back and relax. Youre listening to Episode 270 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
Ep. 269: December WealthTech News
Come on in. Sit back and relax. Youre listening to episode 269 of the Wealth Tech Today podcast. Im your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates
Ep. 268: Digital Transformation in Philanthropy: Foundation Source’s Vision for Connected Giving with Joseph Mrak
Come on in, sit back and relax. Youre listening to Episode 268 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news
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