WealthTech Today

The post Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion appeared first on and was written by Elana Iskowitz.

Data management in wealth management is undergoing a fundamental shift, with firms spending up to 40% of their data budget on management alone. Discover how Snowflake is transforming financial services data management through cloud-agnostic solutions and AI implementation. Join VP Adam Palmer for insights on the future of financial data infrastructure and why the future […]

The post Ep. 277: Snowflake It Till You Make It: The Benefits of a Cloud Agnostic Vision with Adam Palmer, Orion appeared first on and was written by Elana Iskowitz.

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

InvestCloud CEO Jeff Yabuki discusses the company’s ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a period of transition, Yabuki shares his vision for industrializing innovation and scaling implementation processes at one of wealth management’s largest technology providers. Key Takeaways The development of the […]

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

InvestCloud CEO Jeff Yabuki discusses the company’s ambitious plans to revolutionize alternative investments through their new Private Markets Account (PMA) network. After taking the helm during a period of transition, Yabuki shares his vision for industrializing innovation and scaling implementation processes at one of wealth management’s largest technology providers.  Key Takeaways The development of the […]

The post Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud appeared first on and was written by Elana Iskowitz.

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

In this episode, industry veteran Lori Hardwick discusses a transformative trend shaping wealth management in 2025: traditional broker-dealers launching independent RIA channels. She provides unique insights into how this shift is affecting both established players and emerging companies in the space. Key Takeaways Broker-dealers are launching independent RIA platforms with separate technology stacks Technology selection between […]

The post Ep. 275: Build, Buy, or Boomerang: The Great RIA Platform Race with Lori Hardwick appeared first on and was written by Elana Iskowitz.

The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.

Come on in. Sit back and relax. You’re listening to episode 274 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news, and analysis on the trends and best practices all around wealth management technology. This is our January news roundup, chock full of […]

The post Ep. 274: January News Roundup appeared first on and was written by Elana Iskowitz.

The post Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT appeared first on and was written by Craig Iskowitz.

In this episode of WealthTech Today, host Craig Iskowitz sits down with Bob Santella, CEO of BetaNXT, to discuss the company’s innovative approach to data modernization and their vision for the future of connected wealth. Episode Highlights Bob Santella brings over three decades of experience in financial and capital markets to his role as the […]

The post Ep 273: From Chaos to Zen: Streamlining Wealth Management Data with Bob Santella, BetaNXT appeared first on and was written by Craig Iskowitz.

The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz.

Come on in, sit back and relax. You’re listening to Episode 272 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.     My guest for this episode was none other […]

The post Ep. 272: Why Robinhood’s TradePMR Deal Changes Everything (and Nothing) in RIA Custody with Jason Wenk, Altruist appeared first on and was written by Elana Iskowitz.

The post Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace appeared first on and was written by Elana Iskowitz.

Come on in, sit back and relax. You’re listening to Episode 271 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.     My guest for this episode was CEO of […]

The post Ep. 271: From Manual to Magical: Automating Wealth Management’s Biggest Headaches with David Knoch, Docupace appeared first on and was written by Elana Iskowitz.

The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz.

Come on in, sit back and relax. You’re listening to Episode 270 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chris Ball, CEO and […]

The post Ep. 270: From Handbags to High Finance: Inside Hoxton’s Alternative Asset Portal with Chris Ball, Hoxton Wealth appeared first on and was written by Elana Iskowitz.