เกี่ยวกับตอนนี้

ภาษาอังกฤษ
สหรัฐอเมริกา

สำเนาบทสนทนา 🔗

ค้นหาตอนที่ผ่านมา

ค้นหาตอนที่ผ่านมาของ WealthTech Today

ตอนอื่นๆ ใน PODCAST นี้

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 Prod…

Ep. 360: August WealthTech News

The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the August WealthTech news. We almost shipped this last week, but then we would have missed the biggest story of the summer that just landed: Vanguard is acquiring Altruist for $4 billion. The…
The post Ep. 357: Why Data Unification Beats Data Aggregation Every Time with David Benskin, Wealth Access appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features David Benskin, founder and CEO of Wealth Access. David spent a decade at Merrill Lynch before launch…
The post Ep. 358: How Wealth Management Firms Can Build Enterprise Value | M&A Series with Stephanie Bogan & Amy DeTolla appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode kicks off Ezra Group’s M&A series with Amy DeTolla, Founder of Aureus Advantage, a…
The post Ep. 359: The Case for Deterministic Infrastructure in Agentic AI with Daniel Eyre, DeepVest appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Daniel Eyre, CRO of DeepVest, an agentic AI platform for wealth management built for advisor and portfolio…
ข้อสงวนสิทธิ์: พอดแคสต์และอาร์ตเวิร์คที่ฝังอยู่ในหน้านี้มาจาก Craig Iskowitz ซึ่งเป็นทรัพย์สินของเจ้าของและไม่มีส่วนเกี่ยวข้องหรือรับรองโดย Listen Notes, Inc.