WealthTech on Deck

WealthTech on Deck consistently features high-profile financial services and technology leaders, offering practical takeaways on wealth tech trends, product innovation, and advisor education. The show is a strong fit for PR seeking thought leadership, credible expertise, and credible case studies in fintech, AI, and wealth management.

217 episodes, Weekly, 4.8 rating

<1k, Male, USA

info@lifeyield.com

Jack Sharry

Investing, Business, Marketing, Technology, Careers, Entrepreneurship

C-suite or senior leadership in asset management/fintech; recognized academics/authors; senior executives leading influential wealth-tech platforms

published author or thought leader, leadership roles in major financial services/fintech firms, influential research or market insights, founding or leading innovative platforms/initiatives, speaker at major industry events

Scott Smith - U.s. Managed Accounts, Tax Optimization, Asset Location, Tax-loss Harvesting, Multi-account Households, Ken Cella - Caregiving, Holistic Financial Wellness, Client-advisor Trust, Ken Dychtwald - Caregiving, Aging, Financial Wellness, Teddy Gold - Crowdsourced Investing, Trust In Peer Networks, John Sweeney - AI And Blockchain In Financial Services; Custom Fintech Tools

wealth management, wealthtech, fintech, ai, blockchain, private markets, alternative investments, advisor education, caregiving, estate planning