The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Laurel Taylor, founder and CEO of Candidly, and Ben Levine, Chief Product Officer of Candidly. Laurel founded the company in 2016 — originally as FutureFuel, focused on student debt — after carrying six figures of student debt herself and watching how it stalled a generation’s ability to build wealth. […] The post Ep. 356: Crushing Debt, Building Wealth: The AI Platform with a Holistic Mission with Laurel Taylor & Ben Levine, Candidly appeared first on and was written by Elana Iskowitz.

The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra 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 what firms pay for their technology and the value that […] The post Ep. 355: Why Your Tech Stack Feels Tangled (And How to Untangle It) with Jennifer Maruca of Platform Value Group appeared first on and was written by Elana Iskowitz.

Mike Muniz, Chief Strategy Officer at Canoe Intelligence, joins Craig to break down how Canoe's dual-model AI architecture automates data extraction from alternative investment documents. They cover Canoe's product suite — including Asset Data and Labs — and how the platform stays system-agnostic while scaling across thousands of funds. Recorded just before Bloomberg announced its agreement to acquire Canoe Intelligence.

The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Spenser Segal, founder and CEO of ActiFi. In this conversation, Spenser and Craig dig into how Success Pro turns broad advisor goals into specific, executable business solutions, why Spenser sees AI note takers as a partner rather than a threat to advisor coaching platforms, the Human-AI Synergy framework from […] The post Ep. 353: Human-AI Synergy: How to Keep Advisors Front and Center with Spenser Segal, ActiFi appeared first on and was written by Elana Iskowitz.

The post Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Vinay Kant, Chief Digital and Technology Officer at Kestra Holdings, and John Amore, President of Kestra Financial. In this conversation, Vinay, John, and Craig dig into how a mid-tier independent wealth management platform makes technology decisions when the FinTech landscape has grown from roughly 150 tools in 2019 to […] The post Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial appeared first on and was written by Elana Iskowitz.

The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Phil Haslett, co-founder and Chief Strategy Officer of EquityZen, the platform that lets investors buy and sell pre-IPO shares of privately held technology companies. In this conversation, Phil and Craig dig into why advisor adoption of private markets has stalled below 15% even as the number of billion-dollar private […] The post Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen appeared first on and was written by Elana Iskowitz.

The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra 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 what firms pay for their technology and the value that […] The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz.

The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz. This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […] The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Daniel Kenny, CEO of FutureVault — a B2B2C white-label digital vault platform built specifically for wealth management firms and their clients. Daniel brings 20 years of global banking operations experience from HSBC, spanning four countries, to the problem of document governance, client engagement, and data security in wealth management. […] The post Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault appeared first on and was written by Elana Iskowitz.

The post Ep. 347: June News appeared first on and was written by Elana Iskowitz. I’m joined this month by Jeremi Karnell, newly appointed Chief Product Officer at VastAdvisor, for the June edition of the WealthTech Today news podcast. We cover eight stories spanning cash management integrations, wealth transfer tools, AI headwinds at scale, the rise of MCP as the new API standard, custodian innovation, and the latest additions to […] The post Ep. 347: June News appeared first on and was written by Elana Iskowitz.