July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Streets $200 million investment in Wealthbox to AdvisorEngines new partnerships

Cerity Partners isnt just acquiring firms its building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, s

Eight months after Bain Capitals acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience.

In an industry where technology adoption can make or break an advisory practice, Ceteras head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. Fr

The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters mostcultural fit. Allen Darby, CEO of

AI is quickly moving from buzzword to business priority in wealth management. But how do you introduce AI tools into an enterprise platform that already serves 30,000 advisorswithout breaking workflo

In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that

What happens when a portfolio management platform with 25 years of history bets big on AI? In this episode, Leo Schrantz shares how Vestmark is weaving AI into every layer of their platformfrom propo

In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly

Financial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore th