WealthTech Today

The post Ep. 334: March WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the March 2026 edition of the WealthTech Today news roundup. From massive Series B funding rounds to the “Great Bifurcation” of AI tools, the industry is moving at an unprecedented pace. This month, we explore how firms like Orion and Advyzon are expanding their ecosystems, the impact of autonomous agents on advisor productivity, […] The post Ep. 334: March WealthTech News appeared first on and was written by Elana Iskowitz.

The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features an in-depth conversation on the evolution of managed accounts and the integration of alternatives in unified managed accounts. Cheryl Nash — The President of APL at InvestCloud, Cheryl is a visionary leader who has overseen the growth of the APL platform from a niche product to a powerhouse supporting […] The post Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud appeared first on and was written by Elana Iskowitz.

Aaron Brodt, CEO of Amplify, blends high-touch service with scalable tech to help RIAs grow. David Hatfield, CTO of Amplify, designs disciplined data and platform architecture for wealth systems. They discuss medallion-style AI-ready data lakes, microservices with governance to avoid schema drift, custody integrations and last-mile remediations, and balancing advisor autonomy with firm-level controls.

The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowitz. Meet the Team This episode features a rare “full house” collaboration between four heavyweights of the wealth management technology space who have joined forces to launch Hamachi. Eric Clarke — The former founder and CEO of Orion, Eric brings decades of experience in scaling enterprise-grade advisor technology and portfolio management systems. Brian McLaughlin — The […] The post Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management appeared first on and was written by Elana Iskowitz.

Reed Colley, President of Technology at Orion and founder of Black Diamond and Summit Wealth Systems, explains what being AI-native really means. He talks about unifying advisor workflows into a single pane, Orion’s Denali intelligence layer and its auditable query approach. He covers integration challenges, data governance, and near-term AI-driven product priorities.

The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz. In this episode of WealthTech Today, Craig Iskowitz sits down with Larry Shumbres, Founder and CEO of Archive Intel, to discuss the high-stakes world of regulatory compliance and the modern challenges of off-channel communications. With the SEC and FINRA levying record-breaking fines for texting violations, the industry is at a crossroads between maintaining client convenience […] The post Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel appeared first on and was written by Elana Iskowitz.

Brad Joudrie, CEO of Conquest Planning and fintech leader driving U.S. expansion and AI product work. He discusses Conquest’s $80M Series B and careful growth strategy. He explains SAM, an AI-driven engine that speeds plan building. He outlines API-first integrations and plans for a direct-to-advisor channel in 2026.

The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Iskowitz. For legacy financial institutions, technology is no longer just a support function—it is an existential priority. Raakhee Miller, President of Siebert Technologies, joins the show to discuss how a firm with a 57-year history navigates the transition from “T+2” infrastructure to a modern, AI-augmented ecosystem. This conversation explores the shift from viewing data as plumbing […] The post Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies appeared first on and was written by Elana Iskowitz.

Jeremi Karnell, Head of Envestnet Data Solutions, leads large-scale wealth data aggregation and decision intelligence. He discusses turning digital exhaust into daily, workflow-embedded insights. He contrasts decision intelligence with flashy AI, explains knowledge graphs and propensity models, and describes measurable lift from data-driven programs and agentic AI workflows.

The post Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies appeared first on and was written by Elana Iskowitz. Private markets are one of the fastest-growing corners of wealth management—and one of the least understood. In this episode, Alex Goodwin, co-founder and CEO of Bridge Investment Technologies, joins Craig Iskowitz to explain why the real bottleneck in alternatives isn’t access, but infrastructure. They dig into how private equity, private credit, and other illiquid assets […] The post Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies appeared first on and was written by Elana Iskowitz.