Podcast artwork thumbnail for The WealthStack Podcast

The WealthStack Podcast

Shannon Rosic

Booking Overview

An interview show focused on wealth technology, financial-advisor innovation, and the modernization of wealth management, it typically features founders, CEOs, and senior technology leaders from fintech and wealth-management firms. Credible pitches include wealthtech executives, AI and fintech innovators, private-markets specialists, and experts in advisor technology or business-owner planning; booking difficulty is medium because guests are generally senior industry leaders but the show maintains a focused, repeatable format.

Metrics

Episodes: 111

Frequency: Every two weeks

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Listener location: USA

YouTube: 2.0k subscribers

Contact Information

Publicly listed emails

podcasts@proudmouth.com

shannon.rosic@informa.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Shannon Rosic - A financial media professional focused on wealth management, wealth technology, and innovations shaping the delivery of financial advice.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Founders, CEOs, CTOs, and senior executives at wealthtech, fintech, investment, and wealth-management companies, particularly leaders with practical expertise applying technology to financial-advisor workflows and client service.
Required Achievements:  
Founded or led a wealthtech, fintech, or investment-technology company, Held senior technology or innovation leadership roles in wealth management, Developed AI, data, planning, private-markets, or advisor-growth solutions, Demonstrated expertise in modernizing financial-advisor operations and client experiences

Recent Guest Discussions

Aftab (Af) Malhotra - Domain-specialized AI, Portfolio Risk Intelligence, Investment Research Automation, And Agentic Investment Technology.

Eden Ovadia - Outcome-based Wealthtech Pricing, Pay-as-you-grow Models, Advisor Growth Attribution, And Ai-powered Technology Partnerships.

Leslie Norman - Enterprise AI Adoption, Integrated Data Foundations, Technology Change Management, And AI Agents For Wealth-management Firms.

Jason Early - Technology For Business-owner Planning, AI Document Analysis, Valuation, Succession, Risk, And Exit Planning.

Anna Joo Fee - AI In Private-market Investing, Investor Education, Due Diligence, Tax Planning, Portfolio Decision-making, And Advisor Trust.

Recent Topics

Wealthtech, Financial Advisors, Artificial Intelligence, Fintech, Private Markets

Episodes

Here's the recent few episodes on
The WealthStack Podcast
:

The WealthStack Podcast: Cybersecurity and Client Protection Beyond the Portfolio with Ken Eiden

October 16, 2026

As artificial intelligence makes phishing, impersonation and identity theft increasingly sophisticated, cybersecurity risks are extending far beyond financial institutions and into clients’ personal lives. For wealth managers, protecting client assets now means thinking beyond portfolios to safeguard digital identities, personal information and the trust at the center of the advisor-client relationship. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Ken Ei...

The WealthStack Podcast: How AI Is Modernizing Private Markets With Arch’s Ryan Eisenman

September 25, 2026

Private markets may be attracting more capital, but the infrastructure behind those investments is still highly fragmented. As firms scale their alternatives businesses, managing data, documents, capital calls and reporting across disconnected systems is creating growing operational complexity. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Ryan Eisenman, CEO and co-founder of Arch, to explore how better data, automation and AI can modernize the private markets ...

The WealthStack Podcast: Building the Modern Investment Management Stack with Sterling Perkins

September 18, 2026

Wealth management firms are being asked to support more assets, deliver greater personalization and provide clients with increasingly real-time experiences. But behind the scenes, many investment teams are still operating across disconnected portfolio management, trading, CRM, accounting, compliance and reporting systems. As artificial intelligence moves from copilots and chatbots toward agents that can actually perform work, that fragmented infrastructure may become an even bigger constraint...

Similar Podcasts

Podcast(s) similar to
The WealthStack Podcast
:

WealthTech Today · Medium booking difficulty · 100 - 1,000 listeners

Frequently asked questions

Here's some frequently asked questions for
The WealthStack Podcast
:

How do I get in touch with The WealthStack Podcast?

The WealthStack Podcast is hosted by Shannon Rosic. Its publicly listed emails are podcasts@proudmouth.com and shannon.rosic@informa.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The WealthStack Podcast?

The publicly listed emails for The WealthStack Podcast: podcasts@proudmouth.com and shannon.rosic@informa.com.

How many listeners does The WealthStack Podcast have?

Podseeker estimates The WealthStack Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The WealthStack Podcast?

The WealthStack Podcast typically books industry leaders. Typical guest background: Founders, CEOs, CTOs, and senior executives at wealthtech, fintech, investment, and wealth-management companies, particularly leaders with practical expertise applying technology to financial-advisor workflows and client service. Common among recent guests: Founded or led a wealthtech, fintech, or investment-technology company; Held senior technology or innovation leadership roles in wealth management; Developed AI, data, planning, private-markets, or advisor-growth solutions. Recent guests include Aftab (Af) Malhotra, Eden Ovadia, and Leslie Norman.

How hard is it to get booked on The WealthStack Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does The WealthStack Podcast cover?

Recent episodes cover Wealthtech, Financial Advisors, Artificial Intelligence, Fintech, and Private Markets. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

podcasts@proudmouth.com

shannon.rosic@informa.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Get your clients booked on top podcasts

Try us risk free with a FREE 3 days trial.

Start Your Free Trial

Join hundreds of PR teams using Podseeker to pitch and land bookings