Same Words, Different Machines: Why Anthropic and Microsoft Copilot Vocabulary Is Confusing Wealth Firms
CO-AUTHOR: BOB MILLER EXECUTIVE IN RESIDENCE Bob Miller is a seasoned fintech entrepreneur with over 30 years of experience building innovative companies. He has a strong passion for driving transformation in the wealthtech sector and has successfully founded and sold multiple fintech companies. He was most recently CEO of Private Client Resources, a global data […]
Ep. 360: August WealthTech News
Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […]
Why Asset Managers Can’t Measure Their AI ROI
Mercer surveyed 131 asset managers globally in February 2026 and found that 55% have integrated AI into at least one of their strategy’s investment processes. Another 27% are running pilots or proof-of-concept work. Only 18% report no AI integration at all, and 91% say they plan to expand their use of the technology within the […]
Is $4 Billion a Bargain for the Hottest AI Platform in Wealth Management?
Vanguard’s acquisition of Altruist has been framed as a custody deal. Hazel may be the more important asset. Vanguard’s agreement to acquire Altruist is a major expansion into RIA custody. Altruist gives Vanguard a self-clearing brokerage platform, thousands of advisor relationships and a credible alternative to Charles Schwab and Fidelity. Those assets are valuable, but […]
Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest
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. Dan’s path to DeepVest runs through crypto: he founded BlockChange, a crypto TAMP for advisors that was acquired by Gemini in 2022 and later rebranded as Bitria, then co-founded Ontos, […]
Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla
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 Coaching. Amy has executed more than 60 M&A transactions, built and scaled multi-billion-dollar wealth firms, and led platform integration as Chief Experience Officer at Connectus Wealth Advisers, a Focus Financial […]
Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access
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 in 2011 to solve a problem he saw firsthand as an advisor: neither advisors nor their clients had a clear picture of what clients actually owned. In this conversation, David […]
Claude Code’s Auto Mode Is a Preview of the Autonomous AI Coming to Wealth Management
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 governance wealth management firms will need as they hand more work to autonomous agents. For AI agents, that feature is usually the permission box. Claude Code can already sit inside […]