Episodes: 111
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 2.0k subscribers
Publicly listed emails
podcasts@proudmouth.com
shannon.rosic@informa.com
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Shannon Rosic - A financial media professional focused on wealth management, wealth technology, and innovations shaping the delivery of financial advice.
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.
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...
WealthTech Today · Medium booking difficulty · 100 - 1,000 listeners
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.
The publicly listed emails for The WealthStack Podcast: podcasts@proudmouth.com and shannon.rosic@informa.com.
Podseeker estimates The WealthStack Podcast reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
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.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
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.
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