WealthTech Today

The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz. Meet Our Guest I sat down with Drew Seelig, Head of Global Product Strategy at Salesforce, for a conversation on where the CRM giant is taking its wealth management platform next. Drew’s path to Salesforce runs through the custodian side of the business including six years at Pershing, nearly ten at Fidelity, and time at […] The post Ep: 362: Inside Salesforce’s New Agentic Advisor Suite with Drew Seelig appeared first on and was written by Elana Iskowitz.

The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz. AI agents in wealth management are moving from marketing buzzword to operating reality—but not every tool deserves the label. In this episode, Jean Sullivan and Craig Iskowitz explain how autonomy separates genuine agents from AI assistants, explore Ezra Group’s directory, and examine the pricing, governance, and technology shifts reshaping advisor firms. Six Takeaways About AI […] The post Ep. 361: Will the Real AI Agents Please Stand Up? appeared first on and was written by Elana Iskowitz.

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 rest of the month is platforms getting more aggressive, Bloomberg buying Canoe, Orion printing $6.6 trillion in AUA and pushing […] The post Ep. 360: August WealthTech News appeared first on and was written by Elana Iskowitz.

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 management teams. Dan’s path to DeepVest runs through crypto: he founded BlockChange, a crypto TAMP for advisors that was acquired by Gemini in 2022 and later rebranded as Bitria, then co-founded Ontos, […] 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.

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, and Stephanie Bogan, Founder of Limitless Advisor Coaching. Amy has executed more than 60 M&A transactions, built and scaled multi-billion-dollar wealth firms, and led platform integration as Chief Experience Officer at Connectus Wealth Advisers, a Focus Financial […] 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.