January WealthTech Integration Score Update

As we reflect on the success of the Ezra Group WealthTech Integration Score program, it’s evident that the program has not only gained momentum but has become an indispensable resource for the WealthTech community. Since the program’s inception in 2022, we have expanded our database every month, keeping pace with updates to the Kitces Advisortech […]

Ep. 218: January News Roundup

Come on in and sit back and relax. You’re listening to Episode 218 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group consulting, and this podcast features interviews, news and analysis on the trends and best practices, all about Wealth Management Technology. This is our January news update, I always […]