Artificial Intelligence
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
AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In
Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest
Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for
Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, and Stephanie
Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill
Meet Our Guests This episode features Laurel Taylor, founder and CEO of Candidly, and Ben Levine, Chief Product Officer of
Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra Group.
Breaking News Bloomberg to Acquire Canoe Intelligence Bloomberg announced on July 29, 2026 that it has entered a definitive agreement