March WealthTech Integration Score Update

Since the WealthTech Integration Scores were launched in 2022, we have been steadily updating our database of vendors and products as they are added, removed and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, eight new products, and one new category were added to the map. Each one was […]

Ep. 190: June WealthTech News

Come on in, sit back and relax. You’re listening to episode 190 of The Wealth Tech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features, interviews, news and analysis all around the trends and backed practices of wealth management technology. Welcome to our monthly episode of News, we have […]

June by the Numbers: An Update on the Ezra Group WealthTech Integration Score

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 and changed on the Kitces Advisortech Map, created in partnership with Ezra Group.  This month, six new products were added to the map. Each one was evaluated by our research […]