Blog Posts

Wealth Management Today is published by Ezra Group. Here you’ll find articles, podcasts, and technology advice for wealth, asset, and investment management professionals. Topics include portfolio management, financial planning, technology and industry analysis. 

February WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed

December WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched last August, we have been steadily updating our database of vendors and products as they are added, removed

Ep. 211: November WealthTech News

Come on in and sit back and relax. You’re listening to Episode 211 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of

November WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched August 2022, we have been steadily updating our database of vendors and products as they are added, removed

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ABOUT ME

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

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