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.

Jeff Yabuki, CEO of InvestCloud and chairman of Motive Partners, dives into the ambitious plans of revolutionizing alternative investments with the new Private Markets Account network. He talks about the challenges of scaling innovation within wealth management technology and shares insights on collaboration in private markets. Yabuki emphasizes the importance of standardization and regulatory changes impacting the industry. He also links advancements in technology to better management of alternative investments, aiming to enhance client experiences.

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.

David Knoch, CEO of DocuPace, brings over 20 years of financial services leadership to the table. He discusses the strategic changes at DocuPace, fueled by significant investment, and highlights user experience improvements through AI and automation. The conversation also tackles the integration of technology in wealth management, the nuances of mergers and acquisitions, and the importance of choosing the right partners. Knoch shares insights on enhancing user experience and previews exciting innovations set for release in 2025.

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.

The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz. Come on in. Sit back and relax. You’re listening to episode 269 of the Wealth Tech Today podcast. I’m your host Craig Iskowitz, founder of Ezra Group Consulting. This podcast features news and updates around Wealth Management Technology, and this is our December news update. We missed last month’s news – the month went by […] The post Ep. 269: December WealthTech News appeared first on and was written by Elana Iskowitz.

Joseph Mrak, CEO of FoundationSource, shares his insights on the intersection of philanthropy and technology. With a solid background in wealth management and fintech, he discusses how digital tools are transforming charitable giving. The conversation highlights the recent acquisition of VenFi and its innovative features like gift cards for donations. Mrak emphasizes the importance of integrating philanthropy into financial planning, modernizing foundation management, and improving donor engagement through technology.