WealthTech Today

Craig Iskowitz
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Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

  1. 25 FEB

    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 Iskowitz. What does “AI-native” actually mean — and why does it matter for your tech stack? Reed Colley, President of Technology at Orion, has a very specific answer. And it starts with infrastructure most platforms built years before anyone was calling it an AI strategy. In this episode of WealthTech Today, Reed joins Craig Iskowitz to […] 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 Iskowitz.

    35 min

  2. 19 FEB

    Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel

    The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz. In this episode of WealthTech Today, Craig Iskowitz sits down with Larry Shumbres, Founder and CEO of Archive Intel, to discuss the high-stakes world of regulatory compliance and the modern challenges of off-channel communications. With the SEC and FINRA levying record-breaking fines for texting violations, the industry is at a crossroads between maintaining client convenience […] The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz.

    32 min

  3. 12 FEB

    Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning

    The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz. The landscape of financial advice is shifting from static, once-a-year reports to a continuous, advice-led experience. In this episode, we sit down with Brad Joudrie, the newly appointed CEO of Conquest Planning, to discuss the firm’s aggressive expansion into the U.S. market following a successful $80 million Series B round. Joudrie breaks down how their […] The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz.

    34 min

  4. 5 FEB

    Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies

    The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Iskowitz. For legacy financial institutions, technology is no longer just a support function—it is an existential priority. Raakhee Miller, President of Siebert Technologies, joins the show to discuss how a firm with a 57-year history navigates the transition from “T+2” infrastructure to a modern, AI-augmented ecosystem. This conversation explores the shift from viewing data as plumbing […] The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Iskowitz.

    31 min

  5. 22 ENE

    Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet

    The post Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet appeared first on and was written by Elana Iskowitz. In this episode of the WealthTech Today Podcast, we dive into the “digital exhaust” of the financial services industry with Jeremi Karnell, Head of Envestnet Data Solutions. As wealth management shifts from a focus on speed to a focus on judgment, data is becoming the primary driver of advisor success. We explore how massive data […] The post Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet appeared first on and was written by Elana Iskowitz.

  6. 15 ENE

    Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies

    The post Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies appeared first on and was written by Elana Iskowitz. Private markets are one of the fastest-growing corners of wealth management—and one of the least understood. In this episode, Alex Goodwin, co-founder and CEO of Bridge Investment Technologies, joins Craig Iskowitz to explain why the real bottleneck in alternatives isn’t access, but infrastructure. They dig into how private equity, private credit, and other illiquid assets […] The post Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies appeared first on and was written by Elana Iskowitz.

    35 min

  7. 8 ENE

    Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily

    The post Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily appeared first on and was written by Elana Iskowitz. Long-term care is one of the biggest financial risks facing retirees—and one of the least consistently planned for. In this episode of WealthTech Today, we speak with Waterlily co-founder and CEO Lily Vittayaruksul about why long-term care planning has moved from a “nice to have” to a core planning discipline. The conversation cuts through product […] The post Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily appeared first on and was written by Elana Iskowitz.

  8. 30/12/2025

    Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology

    The post Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology appeared first on and was written by Elana Iskowitz. December’s WealthTech news makes one thing clear: the center of gravity in advisor technology is shifting. Cash management is becoming core infrastructure. Platform decisions are harder to unwind. AI is moving from experimentation into production workflows. Across funding, M&A, and product launches, firms are being pushed to operationalize complexity faster than their organizations are ready […] The post Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology appeared first on and was written by Elana Iskowitz.

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Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

Información

  • Creador
    Craig Iskowitz
  • Años de actividad
    2019 - 2026
  • Episodios
    300
  • Clasificación
    Apto
  • Mostrar sitio web
    WealthTech Today

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