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

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