Free Daily Podcast Summary
WealthTech Today: Daily Summaries Delivered
by Craig Iskowitz
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 weeks ago33 min
The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth
The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz. Meet Our Guest Mark Swan is co-founder and CEO of Nevis Wealth, an AI platform for wealth management that automates the administrative workflows that consume most of an advisory team’s week. Before founding Nevis, Mark and his two co-founders were executives at Revolut, where they helped scale the company to a $45 billion valuation and […] The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz.
- Oct 5, 202633 min
Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning
The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz. Meet Our Guest On this episode of WealthTech Today, I’m joined by Alex Farman-Farmaian, co-founder and CEO of Compound Planning, a firm that unites human advisors with AI to deliver a modern family office experience at scale. Alex started his career on the sales side of B2B software and spent years in software businesses before […] The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz.
- Sep 29, 202637 min
When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth
The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from about […] The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz.
- Sep 17, 202629 min
AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group
The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 363 of the WealthTech Today podcast, and we spoke with Jennifer Maruca, a senior consultant with Ezra Group and founder of Platform Value Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between […] The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.
- Sep 8, 202631 min
Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig
The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz. Meet Our Guest I sat down with Drew Seelig, Head of Global Product Strategy at Salesforce, for a conversation on where the CRM giant is taking its wealth management platform next. Drew’s path to Salesforce runs through the custodian side of the business including six years at Pershing, nearly ten at Fidelity, and time at […] The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.
- Sep 3, 202631 min
Ep. 361: Will the Real AI Agents Please Stand Up?
The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz. AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this episode, Jean Sullivan and Craig Iskowitz explain how autonomy separates genuine agents from AI assistants, explore Ezra Group’s directory, and examine the pricing, governance, and technology shifts reshaping advisor firms. Six Takeaways About AI […] The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.
- Aug 27, 20261h 4m
Ep. 360: August WealthTech News
The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […] The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.
- Aug 25, 202631 min
Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest
The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfolio management teams. Dan’s path to DeepVest runs through crypto: he founded BlockChange, a crypto TAMP for advisors that was acquired by Gemini in 2022 and later rebranded as Bitria, then co-founded Ontos, […] The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz.
Get WealthTech Today summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Expert Intelligence with Paul Estes
Explores the intersection of human expertise and AI in shaping the future of work through interviews with industry leaders and innovators.
The Compound and Friends
Expert analysis and candid discussions on business and investing trends with a rotating panel of financial professionals.
Wake Up to Wealth
Real estate and entrepreneurship strategies for building wealth and financial independence.
The Cast Nexa Show
Explores how AI, creativity, and digital storytelling are reshaping business, communication, and content in the modern era.
All-In with Chamath, Jason, Sacks & Friedberg
Four tech investors discuss technology, markets, politics, and poker with candid, in-depth analysis.
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)
Explores machine learning and artificial intelligence through interviews with leading researchers, engineers, and industry experts.
Sources with Alex Heath
A podcast offering insider interviews with influential tech leaders and rising entrepreneurs shaping Silicon Valley's future.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Analyzes the investment strategies of billionaire investors and explores lessons from legendary financiers on wealth, wisdom, and life.
The Conscious Edge Podcast: Redefining Wealth as a Whole Human Experience
Alecia St. Germain
The AI XR Podcast.
Industry insiders interview top founders and executives on AI, spatial computing, VR/AR, and synthetic media.
Everyday AI Podcast – An AI and ChatGPT Podcast
Covers practical uses of AI tools like ChatGPT and Midjourney to help people work more efficiently and advance their careers.
Possible with Reid Hoffman
Explores optimistic, realistic futures through in-depth conversations with innovators in AI, science, health, and global affairs.
About WealthTech Today
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from WealthTech Today in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's WealthTech Today daily summary?
It's a free AI-powered email that summarizes new episodes of WealthTech Today as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the WealthTech Today podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official WealthTech Today product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Craig Iskowitz.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does WealthTech Today release new episodes?
WealthTech Today publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does WealthTech Today cover?
WealthTech Today covers topics including News. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting WealthTech Today summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.