WealthTech on Deck 2025’s Biggest WealthTech Shifts with Jack Sharry
Mar 3, 2026
Jack Sharry, creator of WealthTech on Deck and experienced wealth-management executive, breaks down 2025’s top WealthTech shifts. He covers household-level tax-smart advice, AI as a capacity amplifier for advisors, the organic growth challenge, wealth-as-a-service operational models, and the mainstreaming of alternatives. Short, forward-looking conversation with practical themes for firms planning 2026.
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Household Level Tax Optimization Is Priority
- Household-level tax-optimized advice is the industry's next big hill requiring UMAs, asset location, tax-smart withdrawals, and unified managed households.
- Scott Smith found 82% of platform sponsors prioritized tax management over portfolio construction, showing clear product demand.
Quantify Tax Alpha For Clients
- If you want measurable client value, quantify tax-smart multi-account management so clients and advisors can see the dollars saved.
- Jack lists seven UMH components like tax-efficient transitions, asset location, tax-loss harvesting, and Social Security optimization as implementation targets.
AI As An Advisor Capacity Multiplier
- AI and automation should be framed as amplifiers of advisor capacity, not replacements, enabling scaled personalized advice.
- Enterprise leaders emphasized data quality, interoperability, and advisor-centric design as prerequisites for useful AI workflows.