WealthTech Today

WealthTech Today regularly books senior wealthtech executives, offering PR opportunities to position clients around AI adoption, platform strategy, and growth. The guest roster demonstrates access to C-suite leaders shaping asset growth, technology roadmaps, and product innovation.

300 episodes, Weekly, 4.2 rating

<1k, Female, USA

YouTube: 108 subscribers

craig@ezragroupllc.com

Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.

Craig Iskowitz

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

C-suite executives or heads of product/portfolio with proven leadership and deep domain expertise in wealthtech/fintech

Led major wealthtech platforms or portfolio companies, Delivered measurable growth in assets, users, or revenue, Implemented innovative AI/product strategies in fintech, Raised or guided strategic investments, Built scalable, enterprise-grade software platforms

Natalie Wolfsen - Orion's Growth, Technology Strategy, Advisor Growth, AI As A Core Strategy, Dan Zitting - Sales Enablement, Personalization, Ai-enabled Advisor Tools, Growth, Susan McKenna - Planning Software Modernization, AI Capabilities, Trust In Advisor Tech, Rob Heyvaert - Infrastructure Flywheel, Wealthtech Platforms, Private Equity Backing, Katie Kahl - AI In Life Insurance And Annuities, Underwriting, Lead Matching

AI, wealth management, wealthtech, data, advisor growth, sales enablement, planning software, life insurance tech, underwriting, cloud infrastructure, infrastructure