WealthTech Today

Recent Episodes

Ep. 108: Why a Digital TAMP is the Best Way to Invest in Cryptocurrency with Dan Eyre

Posted August 19, 2021 •

“Just buying Bitcoin and Ethereum, for some clients and for some advisors, maybe it is good enough. But at the end of the day, you don’t want to...

Ep. 107: August News Roundup

Posted August 11, 2021 •

Come on in, sit back, relax and enjoy episode 107 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, the founder and CEO of Ezra Group...

Ep. 106: Uncovering the Lifetime Costs of Healthcare with Bipin Agarwal, AiVante

Posted July 29, 2021 •

“Healthcare expenses is the leading cause of bankruptcy in this country. And 95% of the people in our survey do not have any idea how much they’re...

Ep. 105: Merging Health & Wealth with Robert Kirk, InterGen Data

Posted July 22, 2021 •

“When we started InterGen Data, what we did was to say give us your client data and we’ll turn it around and send you back a list of life events,...

Ep. 104: July Wealthtech News Roundup

Posted July 15, 2021 •

Thanks for joining me on the WealthTech Today podcast, I’m your host, Craig Iskowitz, Founder and CEO of Ezra Group. We help wealth managers, asset...