Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen
Meet Our Guest This episode features Phil Haslett, co-founder and Chief Strategy Officer of EquityZen, the platform that lets investors buy and sell pre-IPO shares of privately held technology companies. In this conversation, Phil and Craig dig into why advisor adoption of private markets has stalled below 15% even as the number of billion-dollar private […]
Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors
WealthTech news in April 2026 is dominated by one theme: AI is eating the advisor technology stack from every direction at once. Morningstar is selling ByAllAccounts, marking the second major data aggregation exit in twelve months. AI note-takers Zocks and Jump are morphing into full advisor operating systems, competing for the same advisor desktop. Range, […]
Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies
For legacy financial institutions, technology is no longer just a support function—it is an existential priority. Raakhee Miller, President of Siebert Technologies, joins the show to discuss how a firm with a 57-year history navigates the transition from “T+2” infrastructure to a modern, AI-augmented ecosystem. This conversation explores the shift from viewing data as plumbing […]
Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet
In this episode of the WealthTech Today Podcast, we dive into the “digital exhaust” of the financial services industry with Jeremi Karnell, Head of Envestnet Data Solutions. As wealth management shifts from a focus on speed to a focus on judgment, data is becoming the primary driver of advisor success. We explore how massive data […]
Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology
December’s WealthTech news makes one thing clear: the center of gravity in advisor technology is shifting. Cash management is becoming core infrastructure. Platform decisions are harder to unwind. AI is moving from experimentation into production workflows. Across funding, M&A, and product launches, firms are being pushed to operationalize complexity faster than their organizations are ready […]
Ep. 315: November Wealthtech News
In this episode of the WealthTech Today podcast, we break down the most important wealth-management technology news shaping the industry. From major acquisitions in private-market infrastructure to breakthrough planning-software integrations, these updates highlight how rapidly the ecosystem is evolving. Whether you’re an RIA, broker-dealer, or vendor, these shifts have direct implications for client experience, operations, […]
Ep. 289: Tax Planning is the Painkiller Every Client Wants with David Snider, Harness Wealth
In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur. His insights on the […]
Ep. 261: Decoding WealthTech: Key Trends Shaping the Industry’s Future with Chip Roame, Tiburon
Come on in, sit back and relax. You’re listening to Episode 261 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Chip Roame, founder of […]