Ep. 152: We Want to be the Shopify of TAMPs with Evan Rapoport, SMArtX

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. Come on in and sit back and relax, listen to episode 152 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting. And this podcast […]

Ep. 151: July WealthTech News

Companies Mentioned Adelia Risk [29:45] Advisor360 [27:10] AdvisorCash [32:50] AdvisorGroup [22:05] AdvisorStream [9:45] American Century 24:40 Beacon Point [19:25] Bento Engine [06:40] Broadridge [09:45] Carson Group [17:50] Catchlight [12:00] Commonwealth Financial Network [27:30] Corvee [30:15] Creative Planning [19:25] DocuPace [22:00] Dropbox [10:47] Dynasty Financial [17:00] Echelon Partners [19:30] Envestnet [01:40] Fidelity [12:30] Financial Services Network […]

business intelligence

Business Intelligence is Like A Layer Cake of Advisor Data

The world produces an incredible amount of data. Research firm IDC estimates that approximately 97 zettabytes – that’s one billion billion bytes – of data will be created, with the amount expected to double by 2025. That’s almost 25% of all the data the world has ever created! Businesses produce a large percentage of this […]

Ep. 150: How to Avoid Noise in ESG Data with Elena Philipova, Refinitiv

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. Come on in, sit back and relax, you’re listening to episode 150 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]

Ep. 149: ESG Data is Only Valuable When People Can Trust It, with Clarity AI

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. Come on in, sit back and relax, you’re listening to episode 149 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast […]