More Alerts, Less Action: The Signal-to-Noise Problem No AI Vendor Talks About
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 running client meetings for years, asking the right questions, building relationships, delivering advice, and then walking back to your desk and entering maybe a quarter of what actually happened into […]
Ep. 334: March WealthTech News
Welcome to the March 2026 edition of the WealthTech Today news roundup. From massive Series B funding rounds to the “Great Bifurcation” of AI tools, the industry is moving at an unprecedented pace. This month, we explore how firms like Orion and Advyzon are expanding their ecosystems, the impact of autonomous agents on advisor productivity, […]
AI Agent Build Labs: Transferring Prospects from PreciseFP to WealthBox
Series AI Agent Build Labs This post is part of our AI Agent Build Labs — a series from Ezra Group sharing real AI agents built for wealth management firms. No hype. No vendor pitches. Just working code, honest writeups, and the occasional debugging war story. ▸ More from Ezra Group ▸ Subscribe for new […]
Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud
Meet Our Guest This episode features an in-depth conversation on the evolution of managed accounts and the integration of alternatives in unified managed accounts. Cheryl Nash — The President of APL at InvestCloud, Cheryl is a visionary leader who has overseen the growth of the APL platform from a niche product to a powerhouse supporting […]
Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify
Meet the Team This episode features a deep dive into the architecture and vision of Amplify, a modern operating system designed to bridge the gap between custody and wealth management firms. Aaron Brodt — The CEO of Amplify, Aaron focuses on the intersection of high-touch service and scalable technology to help RIAs grow without increasing […]
InvestCloud Cuts 150+ Jobs In Digital Wealth Division In 2026: CEO Jeff Yabuki Cites AI-Driven Restructuring
Key Facts Company: InvestCloud (backed by Motive Partners) CEO: Jeff Yabuki Jobs cut: 150+ positions Division affected: Digital Wealth Primary reasons cited: AI productivity gains, geographic dispersal, shift to productized innovation No layoffs in: APL Managed Accounts Platform, Private Markets Network Every technology revolution has a tipping point. That moment when the new tech stops […]
Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management
Meet the Team This episode features a rare “full house” collaboration between four heavyweights of the wealth management technology space who have joined forces to launch Hamachi. Eric Clarke — The former founder and CEO of Orion, Eric brings decades of experience in scaling enterprise-grade advisor technology and portfolio management systems. Brian McLaughlin — The […]
Beyond the Buzz: Sharing Real World AI Use Cases to a Standing-Room-Only Crowd
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 from 47% the year before. While policies are multiplying, actual results are not. The majority of firms still can’t point to meaningful business impact from any of it, and that […]