The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features Phil Haslett, co-founder and Chief Strategy Officer of EquityZen, the platform that lets investors buy and sell pre-IPO shares of privately held technology companies. In this conversation, Phil and Craig dig into why advisor adoption of private markets has stalled below 15% even as the number of billion-dollar private […]

The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written by Elana Iskowitz.

The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, 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. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz.

The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.

This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […]

The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features Daniel Kenny, CEO of FutureVault — a B2B2C white-label digital vault platform built specifically for wealth management firms and their clients. Daniel brings 20 years of global banking operations experience from HSBC, spanning four countries, to the problem of document governance, client engagement, and data security in wealth management. […]

The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first on and was written by Elana Iskowitz.

The post Ep. 347: June News appeared first on and was written by Elana Iskowitz.

I’m joined this month by Jeremi Karnell, newly appointed Chief Product Officer at VastAdvisor, for the June edition of the WealthTech Today news podcast. We cover eight stories spanning cash management integrations, wealth transfer tools, AI headwinds at scale, the rise of MCP as the new API standard, custodian innovation, and the latest additions to […]

The post Ep. 347: June News appeared first on and was written by Elana Iskowitz.

The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode features Caleb Eplett, Chief Product Officer of YCharts, and Rushi Shah, VP of Product at YCharts — two product leaders who have spent years building out one of the wealth management industry’s most recognized investment data and analytics platforms. Caleb has been with YCharts for 13 and a half years, […]

The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz.

The post Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode features Derek Notman, founder of Couplr, and Adam Holt, founder of Asset-Map — two WealthTech entrepreneurs who, despite running separate companies, have spent years building something together that has nothing to do with software. Derek launched REBL Dads out of a personal crisis: navigating entrepreneurship and new fatherhood at the […]

The post Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed appeared first on and was written by Elana Iskowitz.

The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features Rich Cancro, CEO of AdvisorEngine, one of the wealth management industry’s most outspoken advocates for unified platform architecture. Rich joined what would become AdvisorEngine in 2014 and has spent more than a decade building toward a single thesis: that the advisor, the client, and business operations should all live […]

The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz.

The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by Elana Iskowitz.

Meet Our Guests This episode features Gokul Ramanathan, Group Product Manager for Altruist and the Hazel team, and Fernando San Martin, Senior Product Manager are two builders who between them have co-authored the technical pipelines and product strategy behind one of the most talked-about AI launches in wealth management. Gokul joined Altruist in 2019 as […]

The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by Elana Iskowitz.

The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz.

Six Things Worth Writing Down The AI Notetaker Category Has Effectively Disappeared — What started as a simple transcription tool has evolved beyond recognition. The original AI notetaker is gone, replaced by two distinct categories: agentic operating systems that stretch across the entire tech stack, and legacy platforms racing to embed AI before they lose […]

The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz.