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.

Winners of WealthTech: Catherine Flax

  This month’s Winners of Wealthtech interview is with Catherine Flax, CEO of AI-powered robo-advisor Pefin. Catherine was named the Most Influential Woman in European

Winners of WealthTech: Lori Hardwick

This is the fifth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves

wealth management technology

Winners of WealthTech: Cheryl Nash

This is the fourth article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves

Envestnet

Winners of WealthTech: Stuart DePina

This is the third article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves

Winners of WealthTech: Aaron Klein

This is the second post in our series called, “Winners of WealthTech.”  I conduct interviews with influential leaders in the wealth management technology space who

wealthtech

Winners of WealthTech: Bill Crager

This is the first post in a new series I’m launching here on Wealth Management Today called, “Winners of WealthTech.”  It is more of a