The post <a href="https://wealthtechtoday.com/2026/05/01/ep-339-from-system-of-record-to-system-of-action-the-ai-powered-future-of-wealth-management-with-bob-pisani-addepar/">Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.
Meet Our Guest This episode features Bob Pisani, CTO of Addepar — a data and AI platform trusted by financial professionals across 60 countries managing nearly $9 trillion in assets. Bob brings deep technical leadership to one of the most scaled platforms in the wealth management space, overseeing a Series G raise of $230M at […]
The post <a href="https://wealthtechtoday.com/2026/05/01/ep-339-from-system-of-record-to-system-of-action-the-ai-powered-future-of-wealth-management-with-bob-pisani-addepar/">Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar</a> appeared first on <a href="https://wealthtechtoday.com"></a> and was written by <a href="https://wealthtechtoday.com/author/elana/">Elana Iskowitz</a>.

Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.