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

It’s been an exhilarating journey as we mark the one-year anniversary of the launch of Ezra Group WealthTech Integration Scores! Over the past year, our innovative research platform has reshaped the landscape of wealth management technology, empowering professionals to make more informed decisions and driving increased transparency of integration capabilities. As we celebrate this milestone, […]

Ep. 191: A $1 Billion RIA Tech Stack – Hollow Brook Wealth Management

Come on in and sit back relax, you’re listening to Episode 191 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 around Wealth Management Technology. This episode is part of our series on RIA […]