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

WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.

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