WealthTech Today

The post October 2026 WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the October WealthTech news, episode 368 of the WealthTech Today podcast. AI took over the news cycle this month. Anthropic added another wave of partners to Claude for Financial Advisors, Envestnet answered with a $35 million surge investment in Tamarac, and Mariner signed a five-year deal that prices AI as labor instead of […] The post October 2026 WealthTech News appeared first on and was written by Elana Iskowitz.

The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz. Meet Our Guest This is episode 367 featuring Parker Ence, co-founder and CEO of Jump, an AI platform purpose-built for financial advisors and financial professionals across wealth management, asset management, insurance, and banking. Parker and his co-founder started Jump at the end of 2023 with a simple goal: eliminate manual data entry into Salesforce. They […] The post Jump’s CEO Shares How Advisors and AI Agents Divide Up the Work appeared first on and was written by Elana Iskowitz.

The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz. Meet Our Guest On the 366th episode of the WealthTech Today podcast, I’m joined by Mark Swan is co-founder and CEO of Nevis Wealth, an AI platform for wealth management that automates the administrative workflows that consume most of an advisory team’s week. Before founding Nevis, Mark and his two co-founders were executives at Revolut, […] The post The 80% Problem: How AI Is Reclaiming the Advisor’s Week with Mark Swan of Nevis Wealth appeared first on and was written by Elana Iskowitz.

The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz. Meet Our Guest On the 365th episode of WealthTech Today, I’m joined by Alex Farman-Farmaian, co-founder and CEO of Compound Planning, a firm that unites human advisors with AI to deliver a modern family office experience at scale. Alex started his career on the sales side of B2B software and spent years in software businesses […] The post Why This RIA Writes Its Own Software with Alex Farman-Farmaian, Compound Planning appeared first on and was written by Elana Iskowitz.

The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz. Meet Our Guests Episode 364 takes a deep dive into MCP servers in wealth management with Jeremi Karnell, former head of data at Envestnet and former CEO of Truelytics, and Anand Sheth, former founder and CEO of Pulse360 and a former advisor. After leaving Envestnet, Jeremi built WealthMCP.ai, a directory that has grown from about […] The post When AI Can Write to Your CRM: MCP Governance for Wealth Management Firms with Jeremi Karnell & Anand Sheth appeared first on and was written by Elana Iskowitz.