The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

Meet Our Guest This is episode 363 of the WealthTech Today podcast, and we spoke with Jennifer Maruca, a senior consultant with Ezra Group and founder of Platform Value Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between […]

The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.

Meet Our Guest I sat down with Drew Seelig, Head of Global Product Strategy at Salesforce, for a conversation on where the CRM giant is taking its wealth management platform next. Drew’s path to Salesforce runs through the custodian side of the business including six years at Pershing, nearly ten at Fidelity, and time at […]

The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.

The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.

AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this episode, Jean Sullivan and Craig Iskowitz explain how autonomy separates genuine agents from AI assistants, explore Ezra Group’s directory, and examine the pricing, governance, and technology shifts reshaping advisor firms. Six Takeaways About AI […]

The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.

The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.

Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […]

The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfolio management teams. Dan’s path to DeepVest runs through crypto: he founded BlockChange, a crypto TAMP for advisors that was acquired by Gemini in 2022 and later rebranded as Bitria, then co-founded Ontos, […]

The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz.

The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie Bogan, Founder of Limitless Advisor Coaching. Amy has executed more than 60 M&A transactions, built and scaled multi-billion-dollar wealth firms, and led platform integration as Chief Experience Officer at Connectus Wealth Advisers, a Focus Financial […]

The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz.

The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access in 2011 to solve a problem he saw firsthand as an advisor: neither advisors nor their clients had a clear picture of what clients actually owned. In this conversation, David […]

The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz.

The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode features Laurel Taylor, founder and CEO of Candidly, and Ben Levine, Chief Product Officer of Candidly. Laurel founded the company in 2016 — originally as FutureFuel, focused on student debt — after carrying six figures of student debt herself and watching how it stalled a generation’s ability to build wealth. […]

The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on and was written by Elana Iskowitz.

The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between what firms pay for their technology and the value that […]

The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

Mike Muniz, Chief Strategy Officer at Canoe Intelligence, joins Craig to break down how Canoe's dual-model AI architecture automates data extraction from alternative investment documents. They cover Canoe's product suite — including Asset Data and Labs — and how the platform stays system-agnostic while scaling across thousands of funds. Recorded just before Bloomberg announced its agreement to acquire Canoe Intelligence.