Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Most discussed topics
Brands & references
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇮🇳IN · Entrepreneurship#5410K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
5K to 15K🎙 Weekly cadence·102 episodes·Last published 3mo ago - Monthly Reach
Unique listeners across all episodes (30 days)
10K to 30K🇮🇳100% - Active Followers
Loyal subscribers who consistently listen
3K to 9K
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHosts
Recent guests
Recent episodes
EP 102 Building Influence, Strategic Partnerships & the AI Advantage in WealthTech with Rachel Cameron of Nitrogen
Mar 8, 2026
49m 44s
Ep 100: The Original Power Move — My Mom’s Story of Reinvention & Strength with Joanne Sutera
Feb 12, 2026
55m 28s
EP 101 What Tech Professionals Get Wrong About Equity Compensation & Wealth with Jackie Lewis and Ryan Goldenhar, Wealth With Options
Jan 15, 2026
38m 26s
EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee
Oct 31, 2025
51m 48s
Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Executive Officer, GFP Private Wealth
Aug 28, 2025
38m 35s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 3/8/26 | EP 102 Building Influence, Strategic Partnerships & the AI Advantage in WealthTech with Rachel Cameron of Nitrogen✨ | influencestrategic partnerships+4 | Rachel Cameron | NitrogenRiskalyze | — | WealthTechAI+4 | — | 49m 44s | |
| 2/12/26 | Ep 100: The Original Power Move — My Mom’s Story of Reinvention & Strength with Joanne Sutera✨ | reinventionstrength+3 | Joanne Sutera | — | — | power movereinvention+5 | — | 55m 28s | |
| 1/15/26 | EP 101 What Tech Professionals Get Wrong About Equity Compensation & Wealth with Jackie Lewis and Ryan Goldenhar, Wealth With Options✨ | equity compensationwealth management+4 | Jackie LewisRyan Goldenhar | Wealth With Options | San Diego | equity compensationwealth management+3 | — | 38m 26s | |
| 10/31/25 | EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee✨ | financial identityAI in finance+3 | Marla Sofer | KnomeeJP Morgan+2 | — | AIfinancial identity+4 | — | 51m 48s | |
| 8/28/25 | Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Executive Officer, GFP Private Wealth✨ | leadershiphealth+4 | Carina Diamond | GFP Private Wealth | — | leadershiprebranding+3 | — | 38m 35s | |
| 6/10/25 | EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla✨ | estate planningfintech+3 | Gene Farrell | Vanilla | — | estate planningfintech+5 | — | 52m 42s | |
| 5/5/25 | EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic✨ | wealth managementfinancial services+3 | Dan RubinettiShannon Rosic | InformaWealthManagement.com | — | Edgewealth management+3 | — | 49m 54s | |
| 4/20/25 | Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify✨ | growthinnovation+4 | Vickie Lewin | Amplifywealthtech+1 | — | wealthtechgrowth+5 | — | 44m 37s | |
| 4/3/25 | EP 94 From CMO to CEO: How Kelly Waltrich is Redefining Intentional Growth Strategy in Fintech and Financial Services at Intention.ly (Don't Do That Podcast)✨ | intentional growthfintech+3 | Tina Powell | Intention.lyDon't Do That Podcast+2 | — | CMOCEO+5 | — | 33m 33s | |
| 3/10/25 | EP 93 From WealthTech to Community: Tina Powell on Growth, Resilience, and Advocacy (WealthTech on Deck with Jack Sharry)✨ | WealthTechmarketing+4 | Tina Powell | Intention.ly | — | WealthTechTina Powell+5 | — | 38m 01s | |
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| 1/3/25 | EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance | Send us Fan Mail Today, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges. Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving ad... | 44m 38s | ||||||
| 12/9/24 | EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire" | Send us Fan Mail I’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy. For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. As co-host of Morningstar’s... | 55m 00s | ||||||
| 11/18/24 | EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle | Send us Fan Mail Today, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful co... | 53m 59s | ||||||
| 10/20/24 | EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity | Send us Fan Mail Today, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia ... | 44m 00s | ||||||
| 10/5/24 | EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship | Send us Fan Mail Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond. In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and know... | 49m 12s | ||||||
| 9/27/24 | EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism | Send us Fan Mail Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-... | 53m 25s | ||||||
| 2/9/24 | EP 86 #LiveFromIMPACT A Conversation with John O'Connell, CEO and Founder of The Oasis Group: Tech Transformation and Business Growth | Send us Fan Mail Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories. In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who... | 16m 45s | ||||||
| 1/17/24 | EP 85 #LiveFromIMPACT A Conversation with AssetLink's CEO Devon Drew: Revolutionizing Asset Management Through Technology | Send us Fan Mail When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew. With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, d... | 17m 25s | ||||||
| 10/24/23 | Ep 84 #TinaTalks Battling Lung Cancer: My Story of Survival and Strength | Send us Fan Mail Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired. Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith. Tina Talks is more than just a cancer story. Tina dives deeper into wellness... | 57m 34s | ||||||
| 6/22/23 | EP 83 #LiveFromJOLT - Part 1: Opening Party Interviews & Part 2: Personal Branding Panel from Jolt Financial Advisor Marketing Conference | Send us Fan Mail Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023. This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly, a growth marketing consultancy for Fintech and Fiserv companies... | 1h 04m 12s | ||||||
| 3/20/23 | EP 82 #LiveFromMSUM22 - Behind the Scenes of MarketCounsel Summit 2022 | Send us Fan Mail Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit. We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Inten... | 37m 24s | ||||||
| 2/8/23 | EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive | Send us Fan Mail Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, ... | 48m 04s | ||||||
| 1/28/23 | EP 80 #LiveFromFuse - The Ultimate Viral Tweet and Tale of Behavioral Finance with Dr. Daniel Crosby, Chief Behavioral Officer, Orion Advisor Solutions | Send us Fan Mail Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth... | 1h 04m 33s | ||||||
| 1/19/23 | EP 79 Leaning into Grit, Mastery and Growth with Shruti Joshi, Chief Operating Officer of Facet Wealth | Send us Fan Mail In today’s episode of In The Suite, we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth, one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model. Shruti is different from your typical leader in wealth management. She is a former consumer tech founder and a proven Fortune 15 executive with a track record of driving efficient and rapid growth across multiple B2C and B2B business... | 45m 58s | ||||||
| 1/3/23 | EP 78 #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor - Dana Wilson, Founder of CHIP (Changing How Individuals Prosper) | Send us Fan Mail In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. Dana is a diversity and inclusion award winner named "One To Watch" in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana is also the co-founder of The BRIEF, a qu... | 45m 14s | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.