Craig Iskowitz
Publisher at WealthTech Today
Host at WealthTech Today Podcast
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Articles
-
1 week ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSIn this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his costly equity compensation mistakes led to creating a service that helps individuals navigate complex financial decisions before liquidity events occur.
-
2 weeks ago |
wealthtechtoday.com | Elana Iskowitz |Craig Iskowitz
Podcast: Play in new window | Download | EmbedSubscribe: RSSFinancial executives are facing unprecedented demands on their time. In this episode, Craig Iskowitz sits down with Eden Ovadia (CEO of FINNY AI) and Ritik Malhotra (CEO of Savvy Wealth) to explore the AI productivity tools that are helping them reclaim hours from their day. From email automation to smart scheduling, these busy CEOs reveal practical tools that any financial professional can implement immediately.
-
2 weeks ago |
wealthtechtoday.com | Craig Iskowitz
EXECUTIVE SUMMARYMeeting notes have always been a necessary evil in wealth management — tedious to capture, risky to overlook, and painful to systematize.
-
2 weeks ago |
wp.me | Craig Iskowitz
EXECUTIVE SUMMARYMeeting notes have always been a necessary evil in wealth management — tedious to capture, risky to overlook, and painful to systematize.
-
3 weeks ago |
wealthtechtoday.com | Craig Iskowitz
EXECUTIVE SUMMARYWith wealth firms under pressure to scale personalized advice, Envestnet Elevate 2025 offered a window into how one of the industry’s biggest players is retooling its platform to meet that demand. From AI-guided insights and tax-aware UMAs to enterprise-grade integrations and annuity digitization, the conference spotlighted Envestnet’s ambition to become the operating system of wealth management.
Try JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →X (formerly Twitter)
- Followers
- 9K
- Tweets
- 22K
- DMs Open
- No
RT @SaquonsCenter: This is one of the COLDEST moments in Eagles history. 🥶. https://t.co/tRsPCRUAjb
parents: don't let your children apply to Yale
Masked Hamas supporters block a Jewish student from walking freely on his own campus. Yale:
RT @TheBabylonBee: Ivy League Student Leaves Lecture On Microaggressions To Attend ‘Kill The Jews’ Rally https://t.co/9RppDJpcHW https://t.…
