WealthTech Today

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 and was written by Elana Iskowitz.

Meet Our Guest This episode features Bob Pisani, CTO of Addepar — a data and AI platform trusted by financial professionals across 60 countries managing nearly $9 trillion in assets. Bob brings deep technical leadership to one of the most scaled platforms in the wealth management space, overseeing a Series G raise of $230M at […]

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 and was written by Elana Iskowitz.

The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features Raj Bhattacharyya, CEO of Robertson Stephens — a $9B national RIA built on the premise that high-net-worth clients deserve the resources of a large wirehouse alongside a true fiduciary relationship. Raj joined Robertson Stephens in 2020 after founding YY Capital, an early-stage fintech investor, and brings a rare dual […]

The post Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens appeared first on and was written by Elana Iskowitz.

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

WealthTech news in April 2026 is dominated by one theme: AI is eating the advisor technology stack from every direction at once. Morningstar is selling ByAllAccounts, marking the second major data aggregation exit in twelve months. AI note-takers Zocks and Jump are morphing into full advisor operating systems, competing for the same advisor desktop. Range, […]

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

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.

Meet Our Guest This episode features a deep dive into the evolution of the independent RIA tech stack and the emergence of “private banking” services for the fiduciary space. Max Lane — CEO of Flourish. Max is a strategic leader at the helm of a platform dedicated to expanding the financial capabilities of independent RIAs. […]

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.

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 written by Elana Iskowitz.

Meet Our Guest This episode features an in-depth conversation on the intersection of institutional-grade research and boutique service within the ultra-high-net-worth (UHNW) sector. Jack Ginter — CEO of Callan Family Office. Jack is a seasoned leader who co-founded Callan Family Office to provide sophisticated oversight and an integrated wealth management approach for complex, multi-generational families. […]

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 written by Elana Iskowitz.

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 Today news roundup. From massive Series B funding rounds to the “Great Bifurcation” of AI tools, the industry is moving at an unprecedented pace. This month, we explore how firms like Orion and Advyzon are expanding their ecosystems, the impact of autonomous agents on advisor productivity, […]

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

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz.

Meet Our Guest This episode features an in-depth conversation on the evolution of managed accounts and the integration of alternatives in unified managed accounts. Cheryl Nash — The President of APL at InvestCloud, Cheryl is a visionary leader who has overseen the growth of the APL platform from a niche product to a powerhouse supporting […]

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz.

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

Meet the Team This episode features a deep dive into the architecture and vision of Amplify, a modern operating system designed to bridge the gap between custody and wealth management firms. Aaron Brodt — The CEO of Amplify, Aaron focuses on the intersection of high-touch service and scalable technology to help RIAs grow without increasing […]

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

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 Iskowitz.

Meet the Team This episode features a rare “full house” collaboration between four heavyweights of the wealth management technology space who have joined forces to launch Hamachi. Eric Clarke — The former founder and CEO of Orion, Eric brings decades of experience in scaling enterprise-grade advisor technology and portfolio management systems. Brian McLaughlin — The […]

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 Iskowitz.

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.