#WinnersOfWealthTech Ep 28: Aaron Schumm, Founder and CEO of Vestwell
Craig Iskowitz October 11, 2019
“One of the core things I love the most is that every person who touches our platform is better off than without.” — Aaron Schumm
Winners of Wealthtech
Wealth Management Today is published by Ezra Group, a management consulting firm. 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. Check back every week for new content and sign up here to get the latest in your inbox.
End of Summer Reading List from the Winners Of Wealthtech
Emma Iskowitz September 2, 2019
“When summer gathers up her robes of glory, And, like a dream, glides away.” — Sarah Helen Whitman Now that summer has glided away and
#WinnersOfWealthTech Ep 24: Rich Cancro, CEO of AdvisorEngine
Craig Iskowitz September 2, 2019
“Everybody fails at some point, but if you have built a level of trust with your clients, there’s no reason for fear.” — Rich Cancro
#WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software
Craig Iskowitz July 26, 2019
“Big institutions don’t want to buy code that one guy wrote in his spare room; if there’s no team behind it, they get very, very
#WinnersOfWealthTech Ep 16: Sunayna Tuteja, Head of Emerging Technologies at TD Ameritrade
Craig Iskowitz June 17, 2019
“The delta between nascency and necessity is shrinking; a new feature can go from ‘nice to have’ to ‘need to have’ almost overnight.” — Sunayna
#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj
Craig Iskowitz May 9, 2019
“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is
#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack
Craig Iskowitz April 2, 2019
“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview
Winners of WealthTech: Brian McLaughlin
Craig Iskowitz May 2, 2018
We have reached a milestone! This is the tenth interview in our Winners of WealthTech series, where I speak people who have made their
