Ep. 133: March WealthTech News Roundup

Come on in, sit back, relax and enjoy episode 133 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group Consulting. Over the past 17 years, we’ve worked with hundreds of FinTech vendors and enterprise wealth management firms to guide them towards making better business and technology decisions.

The WealthTech Today podcast features interviews news and analysis on the trends and best practices in technology for wealth management, asset management, and other areas of financial services. This is our March News Roundup, where we cover the top wealth management technology news stories.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.

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Companies Mentioned

Riskalyze Adds Pulse360 to Their Financial Advisor Productivity Suite

Craig: Now let’s get this episode started. Riskalyze adds Pulse360 to their financial advisor productivity suite. Riskalyze, which is a company we all know, provides risk alignment and portfolio analytics software, has integrated with Pulse360 which is a company you probably don’t know. Pulse360 is a relatively new FinTech provider that’s developed a workflow software solution that enhances and automates much of a financial advisors meeting preparation, note taking and follow up tasks. So Pulse360 is looking to become the control center for everything an advisor does around client meetings. I think it’s an interesting take, interesting technology. I encourage you to look into it and go Pulse360.com. So instead of each application having their own separate integration paths, what Pulse360 is trying to do is bring everything in through their system. They would handle pushing the data pulling it from one application to another, becoming the integration hub.

Craig: They’re looking at bifurcating where advisors and their staff would live. The staff would still live in the CRM for a lot of their work interacting with clients, whereas advisors would spend a lot of time inside the Pulse360 ecosystem. It’s designed to automate much of the logistics around client meetings, old manual steps, such as creating the agenda, creating tasks and push them to CRM, and sending email follow ups.

Craig: This integration with Riskalyze is interesting, and of course, Riskalyze integrates with almost everyone so it’s not surprising when they announce a new integration. But what the way Pulse360 is doing it, I think is interesting, rake a look at it. They have what I’m calling a real time integration functionality. Normally, when you do integrations, you set them up manually or you work in the backend or you write code to an API. The way Pulse360 is doing it enables the advisor or someone else up the array to bring in data almost in a real time fashion.

Craig: So for example, one way you can use it is when you’re typing an email, you can type a code and then it pulls up a menu inside of the email application or inside of Microsoft Word, wherever you’re writing your text, with all the fields from whatever application in this case Riskalyze that you want to pull in. So it shows you the fields of risk score, or other fields and you can select a list and in goes that piece of data. Very cool. I think it will be expanded to more of a mail merge functionality, where you can write a letter in your Word document that’s going to go out to a number of clients and fill in the blank hey I want the risk score to go here. And it’ll send out all these emails or these letters with the risk score customized to each client, which can be a cool way to contact your customers.

Craig: This interesting technology, they also push data into Redtail. So if you are coming up with tasks out of a client meeting, say we will you need to invest this much more in your retirement account, you need to do these different tasks. It isolates each one as a discrete task, and then pushes them into Redtail. So you can follow up with them without having to actually go into Redtail and create those tasks. So from inside of Pulse360 while you’re managing your meeting, it automatically sends all the data to the right place. Cool technology.

Craig: I’ve been writing about the integration hub, or the idea that everyone wants to be the integration hub, I think I wrote the first article six or seven years ago at least. You got this fight between the CRMs, the financial planning tools, the portfolio management tools, the custodians, everybody wants to be the hub. They all want you to use their API’s with their integration push-pull functionality, because once you’re the hub, really hard to get rid of you. If you’re the hub, everything’s coming into eMoney for example and MoneyGuidePro, hard to get rid of it because it’s integrating everything you can replace your CRM easier because your fifth your fresh planning tool is the hub or vice versa. If Redtail is your hub, then it’s easier to change out your portfolio management system because it’s not bringing everything in.

Craig: So clearly Pulse360 is looking to do the same thing, nothing wrong with that. We love some good competition. It’s always good for everyone to keep pushing the envelope and pushing the idea of what it means to be integration. And I think Pulse360 has got a very interesting way that they’re doing it.

Docupace and JIFFY.ai to Bring Next Generation Automation to the Back Office

Craig: Next story Docupace and JIFFY.ai partner to bring next generation automation to the back office. Robotic process automation is a technology that makes it easy to build, deploy and manage software automation that emulate human actions when interacting with digital systems. Boy, that was a mouthful. So the global RPA industry is booming. It’s poised to reach over $2 billion this year, a 20% increase from 2020, according to Gartner.

Craig: Intelligent Process Automation market is projected to reach $13.75 billion by 2023, which is an annual growth rate of 13%. Now, what does that mean? That means that JIFFY.ai is in the right place at the right time, with their low code, no code, Intelligent Automation platform and Docupace is taking advantage of it. Docupace is a leader in cloud based FinTech, the collaboration software, they really spent a lot of time on the broker dealer side, building up automation solutions. They have since really been a major push into the RIA world. It was a busy year last year for Docupace. A couple acquisitions even before that they got some PE backing board, new management, and then they acquired a compliance advisor comp system called jaccomo last May, and then las September a bigger splash acquired, leading Client Onboarding platform PreciseFP. So that was that was big news for Docupace. They’re making a lot of moves really revamping their platform. I think this JIFFY.ai partnership has a lot of room to run.

Craig: They are jointly developing, according to the press release, a suite of automated solutions for wealth management, deploying leading edge capabilities such as intelligent document processing, AI RPA, as well as machine learning and other analytics. Now one of my pet peeves in FinTech in general, but specifically wealthtech vendors, when you read these press releases, and they claim, “we’re powered by artificial intelligence”, or “we’ve leveraged machine learning”, or something of that sort or really just stick “.ai” at the end of their name. When you peel back the technology, it isn’t AI at all, it’s just a rules based engine, it’s all marketing. That’s not the case with JIFFY.ai. I know that the CEO, personally and looking at their technology, their robotic process automation has true AI components. It allows their algorithms or Bots as they call them to learn from past workflows and process unstructured data. So they’ve really got true AI tech in the backend. Plus, now Docupace has got 20 years of experience in the wealth management industry, JIFFY.ai is new but they’ve been racking up some successes in automating Wealth Management back office processes.

Craig: They did this with Orion Advisor, for example, eliminating the need for manual intervention in their new account opening processes where they got to pull in custodial data and clean it and then feed into other systems, which is taking hundreds of man hours per month. You can read the case study on the JIFFY.ai website all about it, very successful in deploying their hyper app system which they call it hyper apps, JIFFY.ai, to automate these manual experiences.

Craig: Anyway, so this new system that they’re building with Docupace is going to be called the Intelligent Mailroom where they’re going to basically become the single point of entry for all documents that are coming into the back office of any RIA or broker dealer. So I think the goal using the JIFFY.ai technology plus plugging into Docupace’s document management solution will be able to eliminate manual processes. Process unstructured data quickly, effectively with fewer errors and make everything much more efficient.

Craig: The Intelligent Mailroom is scheduled to be available to clients stock base clients in early Q2, it’s almost Q2, Q1 is almost over. Oh and some news that came out right before I started recording. JIFFY.ai raises $53 million in funding as part of their Series B round. Congrats to Babu and everyone over at JJIFFY.ai, Series B round led by Eight Roads Ventures and they plan to use the funds to scale their sales and marketing efforts and advance their hyper app platform which combines RPA, intelligent document processing and no code workflow management. This funding is good news, gives JIFFY.ai more resources to support their Docupace partnership and all the future partnerships that I expect they will be announcing.

Invest in Others Foundation

Craig: ‘d like to take a break from this episode to talk about our sponsor the invest in others foundation. Invest in others a foundation is running the investor there’s Awards, which is a program that recognizes the charitable work of financial advisors in communities across the country and around the world. awards are presented at their signature event the annual invest in others Awards Gala. Over 600 advisors and financial services executives attend this premier event to celebrate those individuals that actively give back to their communities. I’ve gone to I think the last three award galas they had to cancel for COVID and then they cancelled it again last year 2021 just normally in September, October time frame, but hopefully we’ll have it again this year. So there are five categories of awards that recognize it recognize the distinct ways that advisors have made a difference through their work with a nonprofit. So the nominations deadline is April 1, it’s less than a month just go to invest in others dot o RG and you can click on the nominate click here to nominate link and nominate an advisor. They say win in one of the five categories which are Catalyst Award Community Service Award Volunteer of the Year Award, lifetime achievement award and emerging Impact Award. They can win let’s say finalists in all categories receive $25,000 for their charity, the winners in the catalyst community service. Next Gen and Volunteer of the Year categories received $50,000 The advisor who receives the Lifetime Achievement Award receives $75,000. That’s a lot of money for charity can really help life looking after me. The nominee indicated that he watched the judging committee for a bunch of these different awards. It’s really hard these advisors work with local communities, us, South America and Central America, in Africa and Asia across the world. And right here at home. All kinds of great stories, great charities and help people all ages shapes and sizes. You should nominate someone and also donate your company will probably match division which provides twice the benefit please go to investinothers.org.

Onamp Invest is Running Out of Cash and Asking Investors for Help

Craig: Next story is a big one, so much to cover here. Trouble at OnRamp Invest. Let’s look at some of these headlines: “Onramp investors running out of cash and asking investors for help”, from RIA Intel Michael Thrasher. “Tyrone Ross leaves advisor crypto platform Onramp in sudden exit”, Ryan Neil, Financial Planning. “Tyrone Ross touted NDA Carson RIA launch and talk with potential Onramp investors”, Citywire. “Onramp invest regroups after the layoffs”, Sean Alloca, InvestmentNews. Just wow, it’s been crazy.

Craig: I’ve been in wealth management since 2005. I’ve never seen anything like this go down so quickly and make so much noise. Statistics, 94% of advisors received questions about crypto from clients in 2021, according to a survey. Crypto is trending hard the past two years I was writing about it. Lots of buzz, big announcements. Morgan Stanley became the first US Bank to offer its wealthy clients access to Bitcoin. JP Morgan launched a debt instrument tied to a basket of crypto exposed stocks or stocks with crypto exposure, like MicroStrategy and Square. Mass Mutual invested $100 million in Bitcoin and launched a subsidiary called Flourish Crypto for RIAs. By the way, full disclosure, Flourish was our client, not for their crypto subsidiary but for Flourish Cash which is another another business. Advisor peek added support for Bitcoin to the portfolio rebalancing platform. So much going on, is really crazy.

Craig: So quick summary Onramp Invest launched in August 2020 as a cryptocurrency platform for advisors, that a high profile CEO Tyrone Ross, who I met when he was working for Jason Wenk at Altruist and Onramp built out a suite of services, crypto services for advisors for RIAs, including direct access to buy crypto assets, client Onboarding, via Gemini, which is a crypto exchange and custodian, run by the Winklevoss twins, and Prime Trust, where advisors can buy bitcoin and Ether directly for their clients. They’ve built a crypto portfolio management and trading solution with automated rebalancing. They have held away asset support, advisory fee billing, and the Onramp Academy which is high quality education materials, all crypto related for advisors. They also announced a bunch of partnerships with prominent wealth tech firms like Riskalyze, Redtail, Wealthbox, Advyzon and Orion Advisor so there’s so much going right for them. They had all the right people talking about them all the right press and then everything blew up.

Craig: On February 28, the Chief of Staff Justin Castelli who I know resigned, that didn’t make the news sorry, Justin, but he later said that it was due to recent changes made at the firm which he didn’t elaborate on. Then on March 1, Tyrone Ross made the surprise announcement that he’s stepping down. That made a lot of headlines. And shortly afterwards, Torie Happe, their head of business development, stepped down and then two board members stepped down Danny Fava and Kyle Van Pelt.

Craig: So another disclosure, I was on the advisory board of another startup called BITRIA that was building tools to enable advisors to invest and trade client assets in crypto models. They’re basically connecting digital asset managers with RIAs and broker dealers. Now, BITRIA was recently acquired by Gemini, same custodial firm that offers trading execution and clearing and custody for Onramp. So I’m no longer on the advisory board because the company doesn’t exist but I was.

Craig: So now Tyrone Ross is out. The other co founder Eric Ervin is now the new CEO and he had announced in a letter to investors that they only have enough cash for four to five weeks, although they’re not in danger of becoming insolvent. So they made a bunch of moves to conserve cash and cut their burn rate. They laid off a quarter or a third of the staff, 18 out of 53. They cut relationships with a bunch of service providers to reduce burn, I think they said they reduced their burn rate by 50% and that should give them some more some more runway. Last year, August 2021 is when they announced their first raise of $6 million from some pretty big firms, Coinbase, Fox Ventures, Galaxy Digital, Galaxy Fund Management, Gemini Frontier Fund, Ritholtz Wealth Management and WisdomTree. So you think that was a great start for them, but looks like they may have gotten a little bit far out over their skis in terms of hiring, and revenue.

Craig: Not surprisingly, they were getting a lot of flack on Twitter. So a couple of tweets, just gonna read to you, one from Robert Sofia, CEO of Snappy Kraken in response to the Michael Thrasher article, that’s the context of these tweets. And you can go look them up of course on Twitter. So Robert Sofia replied, “Ouch. All the resignations make more sense now. Management of cash is one of the top reasons startups fail. And even if they can raise now it’s going to be at a poop emoji valuation and existing founders investors will take a ton of dilution”.

Craig: Next came Wes Gray CEO of Alpha Architect, “Wow, that wasn’t expected felt like there was a lot of positive momentum there”. And then the new CEO and co founder Eric Ervin jumped into this Twitter thread and said, “do yourself a favor read the story, not the headline. I have a newfound loathing for clickbait BS”, to which it was replied by Michael Berman from from ThinkAdvisor, he said, “So the story itself isn’t accurate?” He’s basically saying well, if this this isn’t accurate, let us know, let people know and Eric did not respond.

Craig: One of the investors in Onramp is Chad Fox who’s a solo VC or solo investor from Fox Ventures, he tweeted also in response to the Michael thresher article. “Unfortunately, this article doesn’t tell the truth of the inner dealings of a private company, not necessarily their fault as reporters either as they haven’t been given full information on the matter, as they shouldn’t, as shareholder matters at a private company should remain private and confidential. Leaking to the press only causes erosion of shareholder value. So let’s see who steps up to set the record straight. For full disclosure. I’m an investor at Onramp”, that’s Chad Fox.

Craig: So that was an interesting Twitter thread to say the least. Going back and forth on that. Let’s see if there’s anything I’ve missed, there are lots of wows and can’t believe it and then some some mudslinging back and forth which I won’t read. But that’s what was going on on Twitter.

Craig: The company is seeking to raise, this is Onramp, this is an article from the city wire article, the chickens raised an additional $8 million at a valuation of $72 million. Their revenue comes from a mix of annual fees $5,000 for the first five advisors, and a 35 bips fee on trades. So again, we don’t know how many clients they have. They also said they make some money on payment for order flow, which isn’t my favorite way of making revenue. But it’s still legal, and there’s no reason why they shouldn’t do it. I don’t particularly like it, but that’s what they’re doing.

Craig: Then there’s this crazy story, Tyrone Ross touted Envestnet NDA Carson RIA launched in talks with potential Onramp investors. No idea if that’s true or not, just posted in City Wire, some more rumors going around. Besides the company that I was an advisor for called BITRIA, another company called Eagle Brook Advisors raised $20 million in a Series A round led by Castle Island Ventures and that was just this past January. So there is more competition in the area of crypto for advisors. There’s more ways and tech will be coming down the road for this as long as advisors continue to request information about crypto and as long as their clients keep pushing them to support crypto. There’s going to be more firms stepping up to the plate to try to fill that void and even if Onramp survives this crisis, which there’s no reason why they shouldn’t, but if they if they do, there’s no guarantee they can provide enough value to survive long term. They don’t have much tech of their own it’s differentiated. They do have portfolio management and trading and billing. But lots of firms have those things they just have it with crypto. And if I’m a client, I want to see everything in one place. I don’t want to have to go to one system for an advisor, one system for crypto, another system for everything else. So that’s an issue and they don’t have exclusive connectivity to execution and custody providers. Anybody can call up Gemini or Prime Trust and sign a deal. There’s no unique situation that that gives value to what Onramp has there. So what they did have was marketing and social media star power in Tyrone Ross, the former CEO which is now gone. So the next few months are gonna be crucial as to whether they make it to the side or become just a startup statistic.

Gemini Buys Crypto SMA Technology Provider BITRIA

Craig: And in much less controversial crypto wealth news, Gemini buys wealth management focused a BITRIA and I touched on this in the previous story, but wanted to give this a little bit more focus because I was on the advisory board so just want to cover a little more detail. Even while Gemini remains partnered with Onramp Invest and Eagle Brook Advisors, they’re buying their own wealth management focused crypto platform called BITRIA. According to a survey of financial advisors for the Journal of Financial Planning 26% of advisors plan to increase the recommendations of cryptocurrencies over the next four months. In addition, 49% said their clients had asked them about investing cryptocurrencies, up from 17% the year before.

Craig: That’s a much different statistic that I read in the beginning of the previous story, which says 94% advisors received questions about crypto. So somewhere between 49% and 94% is probably the right number. However, so crypto exchange, Gemini acquired digital asset management startup BITRIA, less than two months after Gemini raised $400 million in the funding round. The integration of BITRIA’s technology for managing digital holdings with Gemini’s custody and exchange capabilities will give them a broader crypto ecosystem and end to end capabilities from the advisors desktop all the way through to clearing and custody end to end. So it’s probably going to be pretty tight. It’s also going to be through a single interface and they gain all the functionality of course with BITRIA.

Craig: One things I like about BITRIA when I first met them a year and a half ago I think, was that they were really focused on separately managed accounts for digital assets. So a basket of securities, whether it’s Bitcoin, Ethereum, Cardano whatever the particular cryptocurrencies are all in a model portfolios, just like an SMA of equities, run by digital asset managers. They call themselves a digital TAMP and they support SMAs, portfolio rebalancing, tax loss harvesting, fee billing, and of course, all the connectivity.

Craig: One of the things I realized when I saw what they had, was they’re like the APL Galaxy Network, if you are an old time wealth management industry person, you remember APL Galaxy Network. It was the first network that connected managers and sponsors for managed accounts. Back in the day it wasn’t easy to trade SMAs or to do allocations of estimates or to assign estimates to many dozens or hundreds of accounts at a time and then trade them all when the the manager update came through. It was cumbersome. It required a lot of manual updates, and a lot of emails back and forth and faxes and things. And then APL Galaxy Network came out at the time it was CheckFree APL, where a manager can log on to what they call a known folder. I’m losing the term here. I apologize. They are logged on to the APL network into the sponsors directory, sorry, directory. Each sponsor had a directory in APL and they would assign assets and accounts to the managers who could then do the trading directly in the sponsors directory, and all the allocations would happen automatically. Of course, trading execution. It was all very smooth and clean.

Craig: Now of course, UMAs changed all that. Once UMAs came around where the managers weren’t doing all the trading. The managers were just sending a model to the sponsors and the sponsors are doing the trading, the Galaxy Network lost a lot of its value really so it became less valuable once you amaze became more common. And also the trading of sponsors doing their own trading was really the the main issue they can still trade their own SMAs.

Craig: Now what I saw was that BITRIA was doing the same thing but for crypto. It’s difficult to trade crypto, you want to do a basket of pick five cryptocurrencies and trade them, especially in significant amounts, you want to do block trading that’s one of the one of the other advantages of the APL Galaxy Network is block trading. Where if you are a sponsor with 1000 accounts assigned to a manager, and they’re trading the same 30 stocks, tyou’re going to have to block up all those trades, which is easy to do on the equity side. Not easy on the crypto side.

Craig: BITRIA was doing that, of course through Gemini, Gemini was was their clearing custody and exchange partners. They were doing a lot of backend work, but still they made it seamless. They made it easier for advisors and broker dealers to connect and invest in models provided by digital asset managers. That’s what I liked about them. Glad they were acquired, glad that they got what they wanted. They were founded in 2017 by Dan Eyre and Carolina Eyre and Daniel Rothrock. And terms weren’t disclosed, but I’m sure they’re very happy with what they got, which is really what we want to see with startups and people coming out and putting their life on hold, putting their finances on hold to do a startup and we put their blood sweat and tears into it and to see them successful and have an exit is always a happy event for all of us.

Craig: So looking forward to seeing what they’re going to do at Gemini with deep pockets and more connectivity. Interesting stuff.

Advisortech Map Updates

Craig: As you may know, we partner with Michael Kitces on the AdvisorTech Map which you can find tat Kitces.com. And every month Michael and I get together and we review changes, additions, subtractions and that usually we get a flood of vendors asking to add their products or expand their products or change your products on the map. So I’m just gonna go through a couple of the changes that were made in the March edition which again, you can find at Kitces.com.

Craig: In the social media archiving section, we added Redtail speaks, which is a new standalone product offered by Redtail used to be built into Redtail CRM now it’s a standalone product you can buy it separately, added to social media archiving. Before I go on that so I really like that product when it came out it one of the first products that allowed texting, compliant texting by advisors. So you should really check that out.

Craig: Under estate planning, added Brentmark & Leimberg, LeClair & Lackner, some estate planning software tools under Planning Lite, changed Plan IQ to TIFIN Plan, since they were rebranded after being acquired by TIFIN. Under Advice Engagement added VisiWealth, which is in the newcomer category. They’re similar to Pathfinder, under Advice Engagement. Under Digital Marketing, added Retirement Plan Marketing, under Digital Onboarding, added a company called Onboard.io, so that’s their domain name Onboard.io. Why they picked that name? I don’t know, if you’re going to pick an unusual name at least get the .com domain. Why would you pick it unusual spelling and go for .io doesn’t make sense.

Craig: In Rebalancing Only added Flyer Financial Technologies formerly FIX Flyer and we all know them. One of their main products is an order management system, which has become the de facto standard in wealth management. Everyone’s using it, I know Envestnet uses them, Orion uses them, Riskalyze uses them, Morningstar uses them for order management solutions. You should go check them out.

Craig: Under Portfolio Management added FeeX. Great product. Something I kicked myself I didn’t think of doing this. Advisors have been advising and charging for held away assets for years since we had technology like Yodlee, Quovo, ByAllAccounts that enabled them to present held away assets to their clients. They’ve been charging for it. Well now with FeeX they can actually make trades in these held away accounts was the past they had to pass them through the client. They make this trade changes change that now they can trade directly through Feex, great idea. Great bunch of guys over there. So check them out at FeeXx.com.

Craig: All in one category. We moved InData from portfolio management into all in one because they basically have more than just portfolio management solution. And the older mine category, I believe is you have portfolio management and reporting billing. I think those are the main issues of course account opening as well. So you got that group of services that are features and functionality you move from portfolio management into all in one. Under Risk Tolerance, Totem Risk change to TIFIN Risk in a rebrand after being acquired by TIFIN. Under investment data analytics we added Blackrock Advisor Center and Aladdin. That’s a big addition, under investment data services.

Craig: So you got that group of services that are features and functionality you move from portfolio management into all in one on a risk tolerance, total risk changed to Tiffin risk and rebrand after being acquired by Tiffin under investment data analytics, what we added Blackrock Advisor Center and Aladdin. That’s a big addition under investment data services.

Craig: Now, I’m gonna make a little public service announcement announcement here. Things that we won’t add to the map. Any services, anything it’s really a service, you may have software but if it’s just for delivering your service, we’re not going to add it to the map. It needs to be software that the advisors can buy and use that’s not tied to a specific service. So if you have a service that matches advisor practices with buyers, even if you have software that helps you that’s not software advisors can buy that’s a service. If you have health care planning services, even if there’s software involved, but your main business is selling services for healthcare planning, not going to get on the map.

Craig: We had a company that sells actual gold bars. They’re not going to get on the map. Not software. We also don’t include TAMPs in this map, although there may be a new map in the future. So companies that are purely TAMPs and TAMPs only won’t get on the map. Now, there are some TAMPs on the map. For example, Envestnet is a TAMP, but they also have software you can buy separately from the TAMP. Orion is now a TAMPsince they bought FTJ fun choice and they think what Brinker they became a TAMP, but they still have software that advisors can buy on their own without paying for the TAMP. So that’s why those TAMPs as well as Assetmark are on the map. Just so you know, and also any marketplaces that are facilitating the buys of buying and selling of securities. So any of the alternative investment marketplaces like, CAIS, iCapital, the structured note, marketplaces Luma, Simon Markets, Halo Invest, they’re not going to get on the map. There was a new one that cannot Lonsdale investment technology from great Joe Lonsdale of Palantir and added parsing. So that’s not on the map either. And the reasoning is they’re a marketplace there like an exchange like New York Stock Exchange is a place you go to buy equities. It’s not a software solution. Similar to these as well. So that’s the wrap up for the advisor tech map. If you have any questions, feel free to email me at Craig@EzraGroupllc.com or you can email Michael at Michael@Kitces.com.

Click here and schedule a Discovery Session to find out how Ezra Group can help your fintech firm grow revenue in the wealth management space.



The Wealth Tech Today blog is published by Craig Iskowitz, founder and CEO of Ezra Group, a boutique consulting firm that caters to banks, broker-dealers, RIA’s, asset managers and the leading vendors in the surrounding #fintech space. He can be reached at craig@ezragroupllc.com