WealthTech Today

The post Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves appeared first on and was written by Elana Iskowitz. July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Street’s $200 million investment in Wealthbox to AdvisorEngine’s new partnerships and a surge of AI integrations from Otter.ai, Zocks, and others, the industry is moving fast. Here’s what RIAs and wealth managers need to know—and why AI strategy […] The post Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves appeared first on and was written by Elana Iskowitz.

The post Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow appeared first on and was written by Elana Iskowitz. Cerity Partners isn’t just acquiring firms — it’s building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, strategy, and operational discipline behind one of the fastest-growing RIAs in the country. They unpack what it really takes to scale with intention: […] The post Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow appeared first on and was written by Elana Iskowitz.

The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz. Eight months after Bain Capital’s acquisition of Envestnet, the wealth management technology giant is emerging with a clearer vision of how artificial intelligence will reshape the advisor experience. In this episode, Blake Wood, Envestnet’s Head of Platform Strategy, reveals how the company is moving beyond the typical “AI washing” to deliver tools that actually save […] The post Ep. 295: From Bain to Benchmarks: Measuring the Success of Envestnet’s AI Strategy with Blake Wood appeared first on and was written by Elana Iskowitz.

The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera appeared first on and was written by Elana Iskowitz. In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […] The post Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera appeared first on and was written by Elana Iskowitz.

The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz. The traditional M&A process in wealth management has a fundamental flaw: it prioritizes financial metrics over the one thing both buyers and sellers say matters most—cultural fit. Allen Darby, CEO of Alaris Acquisitions, has built an AI-powered solution that’s turning this approach on its head. In this episode of WealthTech Today, Darby explains how his […] The post Ep. 293: The Compatibility Quotient: How AI is Transforming RIA M&A Deals, with Allen Darby, Alaris appeared first on and was written by Elana Iskowitz.

Kristie Edling-Day, the CIO for Advisor Technology at LPL Financial, leads the charge in integrating AI into wealth management. She discusses the exciting transition from traditional methods to AI-driven solutions that streamline workflows for over 30,000 advisors. Kristie highlights how AI enhances advisor-client relationships, optimizes client onboarding, and navigates compliance challenges. With innovations like partnerships with tech giants, LPL aims to transform the financial advisory landscape while ensuring human advisors remain central to the process.

The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz. In this June News episode of WealthTech Today, we cover the latest industry developments shaking up the WealthTech landscape, including several significant acquisitions and strategic partnerships that signal major changes in the advisor technology ecosystem. Featured News Stories: LPL Acquires Commonwealth: The Last Domino Falls Schwab Invests in Wealth.com to Elevate Estate Planning Josh Brown […] The post Ep. 291: June WealthTech News appeared first on and was written by Elana Iskowitz.

Leo Schrantz, Chief AI and Innovation Officer at Vestmark, discusses groundbreaking advancements in wealth management technology. He shares how AI is being integrated into every layer of the platform, from automating tedious tasks to enhancing advisor efficiency through an AI-powered assistant. Leo emphasizes the balance between human oversight and AI technology, highlighting the importance of personalization and streamlined workflows. The conversation also touches on the evolving dynamics in software development and the benefits of collaboration between business analysts and developers.

The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz. In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […] The post Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth appeared first on and was written by Elana Iskowitz.

Eden Ovadia, CEO of FINNY AI, specializes in AI productivity tools aimed at smart scheduling, while Ritik Malhotra, CEO of Savvy Wealth, focuses on email efficiency and noise cancellation. They reveal how AI tools like BlockIt and Fixer optimize email and scheduling tasks, helping executives reclaim their time. The discussion also touches on innovative note-taking apps, automated follow-ups, and the integration of various productivity platforms. Together, they share insights on enhancing workflow and communication in the fast-paced world of finance.