WealthTech Today

Danny Lohrfink, co-founder and Chief Product Officer of Wealth.com, explores AI-powered estate and tax planning for wealth management firms. Topics include Wealth.com’s partnership with Claude, deterministic calculations that limit hallucinations, enterprise security, MCP integrations, embedded planning agents, and why human approval remains essential for consequential actions. They also debate specialized tools versus all-in-one platforms and preview expanded planning capabilities.

Jeremy Carnell, a wealth management technology commentator researching AI, MCP servers, and advisor operating systems, joins a fast-moving October roundup. They explore Claude’s expanding financial advisor ecosystem, MCP servers as a new integration layer, Envestnet’s $35 million Tamarac investment, and Mariner’s AI workforce model. They also cover Nevis, Zox, Zeppelin, and the explosive growth of AI agent directories.

The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 367 featuring Parker Ence, co-founder and CEO of Jump, an AI platform purpose-built for financial advisors and financial professionals across wealth management, asset management, insurance, and banking. Parker and his co-founder started Jump at the end of 2023 with a simple goal: eliminate manual data entry into Salesforce. They […] The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz.

Mark Swan, co-founder and CEO of Nevis Wealth, previously helped scale Revolut to global prominence. He discusses how AI can automate the administrative work consuming advisors’ weeks, orchestrate workflows across fragmented WealthTech systems, and support enterprise-scale growth. The conversation explores secure agent permissions, forward deployment, model abstraction, and why complex firms are turning to AI operating layers.

Alex Farman-Farmaian, co-founder and CEO of Compound Planning, brings a software background to modern wealth management. He discusses why the firm builds its own advisor tools while partnering for core infrastructure, how AI transforms client data into meeting context, and where human trust remains essential. The conversation also explores engineering strategy, security, compliance, and scaling a high-net-worth advisory model.

The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz. Meet Our Guests Episode 364 takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from about […] The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz.

Jennifer Maruca, founder of Platform Value Group and senior Ezra Group consultant, explores what it really takes to prepare wealth firms for AI. They discuss fragmented data, disconnected workflows, compliance risk, advisor adoption, and the warning signs behind rushed AI investments. Maruca also outlines the building blocks of AI-ready platforms and a practical path to turning existing technology into measurable business value.

The post Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz. Meet Our Guest In episode 362, 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, […] The post Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.

The post 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 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.