Jack Sharry
Host of WealthTech on Deck and a financial services industry commentator who guides conversations with leaders solving challenges in fintech and wealth technology.
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Mar 3, 2026 • 33min
2025’s Biggest WealthTech Shifts with Jack Sharry
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.
