Ep. 361: Will the Real AI Agents Please Stand Up?
AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this episode, Jean Sullivan and Craig Iskowitz explain how autonomy separates genuine agents from AI assistants, explore Ezra Group’s directory, and examine the pricing, governance, and technology shifts reshaping advisor firms. Six Takeaways About AI […]
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 […]
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 […]
Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly
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 in 2016 — originally as FutureFuel, focused on student debt — after carrying six figures of student debt herself and watching how it stalled a generation’s ability to build wealth. […]
Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group
Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between what firms pay for their technology and the value that […]
Ep. 354: Human Expertise vs AI: Balancing Automation vs Oversight in Alts Processing with Mike Muniz, Canoe Intelligence
Breaking News Bloomberg to Acquire Canoe Intelligence Bloomberg announced on July 29, 2026 that it has entered a definitive agreement to acquire Canoe Intelligence, the AI-driven alts data platform featured in this episode. The move pairs Canoe’s document automation and fund-data network, used by hundreds of institutional investors, with Bloomberg’s public-markets infrastructure, as part of […]