Advisor tech, without the showroom gloss.
WealthTech Today is an industry-focused look at wealth management technology, mixing vendor interviews with news analysis. Episodes follow the practical problems behind advisor tech stacks: integrations, compliance review, data architecture, AI governance, platform migrations, and financial planning software.
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WealthTech Today covers wealth management technology from the operating room, not the showroom floor. It is built for people who care how platforms really fit together. Craig Iskowitz frames each episode around the practical consequences of software choices inside advisory firms, RIAs, broker dealers, and vendor ecosystems. The show moves quickly. One episode may sort through funding rounds, leadership changes, broker dealer deals, and advisor tech map updates, while another spends its time on a single platform architecture. AI is a constant thread, but it is rarely treated as magic. The conversations keep pulling AI back to data quality, integrations, governance, compliance, explainability, and the human review needed when confidence is low. Recent interviews look at Amplify's multi-custodial integration and AI-native data lake, Orion's Summit platform and Denali AI, Archive Intel's approach to off-channel communications, Conquest Planning's expansion strategy, and Bridge's operating system for alternative investments. That range gives the show a useful market-level view. It also keeps the discussion close to implementation risk. Vendor claims are tested against familiar wealth management constraints: legacy workflows, paper-based processes, custodial differences, manual review, low advisor adoption, and unclear sources of truth. The tone is plainspoken and informed. It assumes listeners understand the basics of advisor technology and rewards that fluency with specific detail. News episodes are packed, sometimes intentionally so, with product launches, satisfaction ratings, provider switching patterns, and competitive positioning. Interview episodes are more diagnostic. They ask how platforms handle the last mile, how firms modernize without chasing slogans, and how compliance teams reduce false positives without losing auditability. The show is most useful when it connects architecture to business outcomes. Scalability, support burden, migration pain, and advisor experience all matter here. WealthTech Today is not broad consumer fintech coverage. It is narrower, more operational, and more valuable because of that focus. For listeners inside the category, it offers a running map of what vendors are building, what firms are struggling to fix, and why the plumbing underneath the interface still decides so much.
Made for: Built for wealth management executives, RIA operators, advisor-tech vendors, consultants, compliance leaders, and product teams who already speak the language of platforms, data, integrations, and workflow design.
What sets it apart: The show pairs vendor access with implementation-minded scrutiny. It focuses less on abstract fintech trends and more on how wealth firms actually modernize messy tech stacks, evaluate AI claims, and make systems work together.
Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.
Based on 5 episodes we listened to · September 2026
Craig Iskowitz connects wealth-management software strategy to the integration, data and compliance work that determines whether new technology is genuinely usable.
WealthTech Today treats wealth-management software as working infrastructure. Craig Iskowitz moves between news roundups and vendor interviews, following the connections among planning tools, custodians, compliance systems and AI.
Craig Iskowitz makes advisor software plumbing legible before you bet your firm on the shiny demo.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A brisk March WealthTech roundup that keeps its focus on integration and switching friction.
March's WealthTech news roundup moves fast across AI, leadership changes, funding rounds, new products, broker-dealer deals, management changes, the Advisor Tech Map, and the Integration Score Recognition Program.
A practical look at Amplifys platform, from multi-custodial integration to AI-driven advisor insights.
Craig Eskowitz speaks with Aaron Brott and David Hatfield of Amplify about the companys platform and where it sits in the market. The strongest stretch comes when the discussion turns to the engineering choices behind a data-first architecture, an AI-native data lake, and…
Orion's AI pitch is really a data strategy argument.
Craig Iskowitz and Reid Colley center the conversation on Orion's acquisition of Summit Wealth, the integration work that follows, and Denali AI, Orion's recently launched enterprise intelligence layer.
AI compliance feels concrete when weekend review and audit readiness are part of the pitch.
Wealth management compliance gets the spotlight here, and the conversation keeps its attention on the daily grind that can spill into evenings and weekends.
A brisk wealth-tech roundup that connects AI talk to the plumbing underneath.
This wealth-tech roundup moves at a clip, touching AI, leadership changes, funding rounds, new products, broker-dealer deals, management shifts, and the advisor tech map, along with the Wealth Tech Today integration score recognition program.
Fintech entrepreneurs, advisor tools, real workflows.
Practice math for financial advisors.
Specialists walking through software's tradeoffs, one system at a time.
Founders and engineers on AI coding agents like Claude Code, and supply chain security.
WealthTech Today's March roundup centers on the "great bifurcation" in AI note-takers, with Zox raising $45 million and Jump raising $80 million.
Alex Goodwin discusses how AI can fix broken plumbing in private markets by replacing legacy tech and manual workflows with an AI-native operating system.
Brad Jowdry, who became Conquest Planning CEO on January 1 after Mark Evans moved to an executive chair role, outlines growth plans following an $80 million Series B led by Goldman.
Orion president Reed Collie says Denali AI's value depends on controlled, auditable data—not simply adding AI to wealth software.
Felix Rivera says vendors can promise capabilities such as options without matching the sophistication a wealth firm needs.
Raakhee Miller, CTO at Siebert Financial, tells host Craig Iskowitz that modernization is "existential" because client expectations, fintech competitors like Robinhood and compounding tech debt leave legacy systems unsustainable.
Craig Iskowitz hosts a news roundup covering March WealthTech stories including AI trends, leadership changes, funding rounds, new products, and broker dealer deals.
Craig Esquitz interviews Amplify's Aaron Brott and David Hatfield about their data-first platform, microservices, medallion architecture, and AI in wealth management.
Craig Iskowitz interviews Reed Colley about Orion's acquisition of Summit Wealth Systems and the launch of their new enterprise intelligence layer, Denali AI.
Craig Iskowitz interviews Larry Shumbres about how Archive Intel uses AI to solve legacy compliance and off-channel communication issues in wealth management.
Conquest Planning's SAM engine is designed to reduce financial-plan construction from the 10-to-17-hour range cited by Brad Joudrie to minutes.
Felix Rivera says wealth firms should define their business needs before evaluating vendors, because sales demos can obscure limits in capabilities such as block-based options trading.