WealthTech Today

WealthTech Today


Latest Episodes

Ep. 274: January News Roundup
February 03, 2025

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
January 24, 2025

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
January 16, 2025

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
January 10, 2025

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
January 03, 2025

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
December 31, 2024

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
December 17, 2024

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

Ep. 267: Beyond Point Solutions: Why RIAs Are Rethinking Their Platform Strategy with Frank Smith, Private Advisor Group
December 10, 2024

Come on in, sit back and relax. Youre listening to Episode 267 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 266: Wealth Education Revolution: Financial Literacy at Scale with Ashley Fox, Empify
November 27, 2024

Come on in, sit back and relax. Youre listening to Episode 266 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news

Ep. 265: Philanthropy as a Service: How a New FinTech Platform is Transforming Donor Advised Funds with Adam Nash, Daffy
November 19, 2024

Come on in, sit back and relax. Youre listening to Episode 265 of the WealthTech Today podcast. Im your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news