Podcast Episodes

Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar

The post Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar appeared first on a…

3 months, 3 weeks ago

Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens

The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on a…

4 months ago

Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors

The post Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors appeared first on and was wr…

4 months, 1 week ago

Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish

The post Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish appeared first on and was written by Elana Iskowitz.…

4 months, 2 weeks ago

Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office

The post Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office appeared first on and was wr…

4 months, 3 weeks ago

Ep. 334: March WealthTech News

The post Ep. 334: March WealthTech News appeared first on and was written by Elana Iskowitz.

Welcome to the March 2026 edition of the WealthTech Tod…

5 months ago

Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first o…

5 months, 1 week ago

Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify

The post Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify appeared first on and was written …

5 months, 2 weeks ago

Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management

The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowit…

5 months, 3 weeks ago

Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion

The post Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion appeared first on and was written by Craig Iskow…

6 months ago