WealthTech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfolio management teams.
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Every useful technology eventually reaches a moment when its own safety feature starts slowing it down, and that tension is exactly what’s now shaping AI
The renewal quote arrived with a number that didn’t square with last year’s, even though nothing on your end had changed. Same advisor headcount, same
This is the latest entry in our ongoing AI Agents for Advisors series, which looks at how agentic AI is actually being built and deployed
Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie Bogan, Founder of Limitless Advisor
Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access
Every useful technology eventually reaches a moment when its own safety feature starts slowing it down, and that tension is exactly what’s now shaping AI
Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfolio management teams.
Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie Bogan, Founder of Limitless Advisor
Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access
Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie Bogan, Founder of Limitless Advisor
Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access
Meet Our Guests This episode features Laurel Taylor, founder and CEO of Candidly, and Ben Levine, Chief Product Officer of Candidly. Laurel founded the company
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
With a combination of consulting and research, Ezra Group provides effective guidance for wealth management firms including
advisor compensation systems, fee-based platform evaluation, operational efficiency and improvements, and more.
Your CRM has been half-empty for decades. AI is about to fill it, and what comes next will change how your firm grows. You’ve been
Series AI Agent Build Labs This post is part of our AI Agent Build Labs — a series from Ezra Group sharing real AI agents
Here’s the uncomfortable math on AI in wealth management. According to a 2025 industry survey, 82% of advisory firms now have a formal GenAI policy—up
Your CRM has been half-empty for decades. AI is about to fill it, and what comes next will change how your firm grows. You’ve been
Series AI Agent Build Labs This post is part of our AI Agent Build Labs — a series from Ezra Group sharing real AI agents
Here’s the uncomfortable math on AI in wealth management. According to a 2025 industry survey, 82% of advisory firms now have a formal GenAI policy—up
Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfolio management teams.
Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie Bogan, Founder of Limitless Advisor
Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launching Wealth Access
Podcast
Wealth Tech Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis.
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