WealthTech Today

Recent Episodes

Ep. 103: How to Purchase and Manage Protective Investments with Biju Kulathakal & Jason Barsema, Halo Investing

Posted June 30, 2021 •

“The first thing that Biju and I wrote down before we even wrote our business plan is that we want to create a positive impact in the world before...

Ep. 102: The Rise of Alternate Marketplaces with Jason Broder, SIMON Markets

Posted June 17, 2021 •

“Financial advisors are looking to differentiate their value to clients as we are on the precipice of the largest wealth transfer in history. I think...

Ep. 101: June WealthTech News Roundup

Posted June 8, 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...

Ep. 100: The T3 Conference is a Wealthtech Startup Accelerator, with Joel Bruckenstein

Posted May 27, 2021 •

“One of our calling cards I think has always been that we try and showcase some of those firms that don’t get a lot of attention. I get calls from...

Ep. 99: Digitizing the Back Office of Wealth Management Firms with David Knoch, Docupace

Posted May 20, 2021 •

“When I say we digitized the back office of wealth management firms, the reality is we only digitized part of the back office of enterprise wealth...