Booking Overview
Metrics
Episodes: 300
Frequency: Weekly
Rating: 4.1/5.0
Estimated listeners: 100 - 1,000
Listener location: USA
YouTube: 154 subscribers
Contact Information
Publicly listed emails
craig@ezragroupllc.com
consulting@ezragroup.com
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Host
Craig Iskowitz - Founder and CEO of Ezra Group, a wealth management technology consulting firm.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Daniel Eyre - Deterministic Infrastructure For Agentic Artificial Intelligence In Wealth Management; Advisor And Portfolio Management Technology.
Stephanie Bogan - Building Enterprise Value In Wealth Management Firms; Advisor Growth And Strategic Development.
Amy DeTolla - Building Enterprise Value In Wealth Management Firms; Mergers, Acquisitions, Scaling, And Platform Integration.
David Benskin - Data Unification Versus Aggregation; Improving Financial Data Visibility For Advisors And Clients.
Ben Levine - Artificial Intelligence Platforms, Student Debt Solutions, Financial Wellness, And Product Strategy.
Recent Topics
Episodes
Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning
October 05, 2026
The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz. Meet Our Guest On this episode of WealthTech Today, I’m joined by Alex Farman-Farmaian, co-founder and CEO of Compound Planning, a firm that unites human advisors with AI to deliver a modern family office experience at scale. Alex started his career on the sales side of B2B software and spent years in software businesses before […] The post Why This ...
When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth
September 29, 2026
The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from...
AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group
September 17, 2026
The post AI Readiness: Fix the Foundation Before You Automate the Mess with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 363 of the WealthTech Today podcast, and we spoke with Jennifer Maruca, a senior consultant with Ezra Group and founder of Platform Value Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between […] Th...
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Frequently asked questions
How do I get in touch with WealthTech Today?
WealthTech Today is hosted by Craig Iskowitz. Its publicly listed emails are craig@ezragroupllc.com and consulting@ezragroup.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
What is the email for WealthTech Today?
The publicly listed emails for WealthTech Today: craig@ezragroupllc.com and consulting@ezragroup.com.
How many listeners does WealthTech Today have?
Podseeker estimates WealthTech Today reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Who is an ideal guest for WealthTech Today?
WealthTech Today typically books industry leaders. Typical guest background: Founders, CEOs, CROs, CPOs, senior wealth management executives, M&A specialists, and technology leaders with direct experience building, scaling, integrating, or innovating financial services platforms. Common among recent guests: Founded or led a wealthtech or fintech company; Built or scaled wealth management firms or platforms; Completed or advised on significant mergers and acquisitions. Recent guests include Daniel Eyre, Stephanie Bogan, and Amy DeTolla.
How hard is it to get booked on WealthTech Today?
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
What topics does WealthTech Today cover?
Recent episodes cover Wealthtech, Fintech, Wealth Management, Artificial Intelligence, and Financial Services. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
craig@ezragroupllc.com
consulting@ezragroup.com
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