WealthTech Today

WealthTech Today is a weekly fintech/wealth-management tech show where host Craig Iskowitz spotlights leaders building practical solutions for RIAs and asset managers. It’s a strong platform for executives who want to explain product strategy and AI-driven modernization in advisor technology and client acquisition.

300 episodes, Weekly, 4.3 rating

<1k, Male, USA

YouTube: 128 subscribers

Craig Iskowitz

Tech News, News, Business, Technology, Investing, Marketing, Entrepreneurship

Fintech and wealth-management technology executives (e.g., CEO/CTO/Head of Data Solutions) or senior founders with demonstrable experience shipping products used by RIAs/financial professionals, especially around AI, data infrastructure, advisor workflows, onboarding, and client growth.

Leadership role (CEO/CTO/founder) at a wealthtech/fintech company, Notable platform scale (e.g., large user base or assets under management), Proven product delivery in advisor tooling (data, back office, onboarding, servicing), Experience driving funding rounds or major technical transformations (e.g., growth/series raises), Background spanning wealth management and data/AI infrastructure

Jeremi Karnell - Wealth Management Data Infrastructure And Ai’s Role In Modern Acquisition And Scalable Growth For Rias., Ian Karnell - Ai-powered Client Acquisition And Scalable Growth For Rias; Intersections Of Wealth Management And Data Infrastructure., Babu Sivadasan - No-code/ai Approaches To Rewiring The Advisor Tech Stack; Unifying Data And Simplifying Back-office Complexity For Onboarding And Servicing., Bob Pisani - Ai-powered Future Of Wealth Management; Moving From System Of Record To Systems Of Action Using A Scaled Wealth-data/ai Platform.

Wealthtech, Fintech, Ria, Wealth Management, Artificial Intelligence, Advisor Tech, Data Platform, Client Acquisition, Onboarding, Back Office