WealthTech on Deck

WealthTech on Deck is a fintech/wealth-management focused show where Jack Sharry speaks with senior financial services leaders about building advisor technology and household-level planning experiences. It’s a strong platform for executives and founders working on fintech ecosystems, goal-based wealth management, and scalable wealth technology.

241 episodes, Weekly, 4.8 rating

<1k, Male, USA

30s Ad: 10 - 12, 60s Ad: 12 - 14, CPM Category: Business

Jack Sharry

Investing, Business, Marketing, Technology, Careers, Entrepreneurship

Senior wealth management executives, technology leaders, and founders/CEOs/pioneers in fintech solutions for advisors—especially those with expertise in advisor workflow/tech stacks, goal-based planning, household-level models (e.g., UMH), data architecture, and scalable product/portfolio analytics (including annuities and AI-enabled advising). Often also recognized as thought leaders or industry pioneers in fee-based models and digital transformation.

Leadership roles at recognized consulting firms or wealth/advisory platforms, Pioneering or scaling fee-based advisory models (e.g., UMH/goal-based planning), Founded and built fintech capability for advisor automation/analytics, Published/led initiatives around advisor technology, data architecture, or digital transformation

Bradley Kellum - Advisor Technology, Unified Client Experience, Convergence In Wealth Management, Data/target Operating Model, AI For Advisors, Len Reinhart - Origins Of Unified Managed Household (umh), Goal-based Wealth Planning, Fee-based Transition, Ai/umh Future Of Wealth Management, David Lau - Fee-based Annuities In Household Wealth Management, Scaling Annuity Analysis With Technology, Asset Location/tax Considerations, Convergence Of Human And Digital Advice

Wealth Management, Fintech, Advisor Technology, Household Planning, Goal Based, Data Architecture, Investment Operations, Annuity, Ai Advising, Digital Transformation