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 7 chart positions in 7 markets.
By chart position
- 🇺🇸US · Tech News#6930K to 100K
- 🇮🇳IN · Tech News#1211K to 10K
- 🇮🇹IT · Tech News#1961K to 10K
- 🇰🇪KE · Tech News#2210K to 30K
- 🇵🇪PE · Tech News#2610K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
17K to 58K🎙 Daily cadence·300 episodes·Last published 6d ago - Monthly Reach
Unique listeners across all episodes (30 days)
56K to 193K🇺🇸52%🇰🇪16%🇵🇪16%+4 more - Active Followers
Loyal subscribers who consistently listen
22K to 77K
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 18 epsHost
Recent guests
Recent episodes
Ep. 347: June News
Jun 18, 2026
Unknown duration
Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep
Jun 11, 2026
Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed
Jun 5, 2026
Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine
May 29, 2026
33m 13s
Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
May 22, 2026
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/18/26 | Ep. 347: June News | The post Ep. 347: June News appeared first on and was written by Elana Iskowitz. I’m joined this month by Jeremi Karnell, newly appointed Chief Product Officer at VastAdvisor, for the June edition of the WealthTech Today news podcast. We cover eight stories spanning cash management integrations, wealth transfer tools, AI headwinds at scale, the rise of MCP as the new API standard, custodian innovation, and the latest additions to […] The post Ep. 347: June News appeared first on and was written by Elana Iskowitz. | — | ||||||
| 6/11/26 | Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep✨ | AI in financeinvestment data+3 | Caleb EplettRushi Shah | YCharts | — | YChartsAI Analyst+3 | — | — | |
| 6/5/26 | Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed✨ | fatherhoodentrepreneurship+3 | Derek NotmanAdam Holt | CouplrAsset-Map | — | fatherhoodcommunity+5 | — | — | |
| 5/29/26 | Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine✨ | unified wealth platformsbest-of-breed+3 | Rich Cancro | AdvisorEngine | — | wealth managementunified platforms+3 | — | 33m 13s | |
| 5/22/26 | Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team✨ | AI in wealth managementproduct development+3 | Gokul RamanathanFernando San Martin | HazelAltruist | — | wealth managementAI+3 | — | — | |
| 5/20/26 | Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group✨ | AI NotetakerWealth Management+3 | Jean Sullivan | Ezra Group | — | AI NotetakerAgentic OS+3 | — | 31m 25s | |
| 5/15/26 | Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor✨ | AI in client acquisitionscalable growth for RIAs+3 | Ian KarnellJeremi Karnell | VastAdvisorEnvestnet | — | AIclient acquisition+5 | — | — | |
| 5/8/26 | Ep. 340: No Code, No Problem: How AI Is Rewiring the Advisor Tech Stack with Babu Sivadasan, JIFFYAI✨ | AI technologywealth management+4 | Babu Sivadasan | JIFFYAI | — | AIwealth management+4 | — | 33m 06s | |
| 5/1/26 | Ep. 339: From System of Record to System of Action: The AI-Powered Future of Wealth Management with Bob Pisani, Addepar✨ | wealth managementAI+3 | Bob Pisani | Addepar | — | wealth managementAI+4 | — | — | |
| 4/23/26 | Ep. 338: Building a Best-of-Breed Wealth Management Tech Stack from Scratch, with Raj Bhattacharyya, Robertson Stephens✨ | Wealth ManagementTechnology+1 | Raj Bhattacharyya | YY CapitalRobertson Stephens+4 | — | high-net-worth clientsfiduciary relationship+1 | — | 55m 23s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/17/26 | Ep. 337: April WealthTech News: AI Operating Systems, ByAllAccounts Sale, and the Future of Financial Advisors✨ | WealthTechAI+2 | — | ByAllAccountsZocks+3 | — | AI Operating SystemsByAllAccounts Sale+1 | — | — | |
| 4/11/26 | Ep. 336: Building the Private Bank for the Independent Advisor with Max Lane, Flourish✨ | independent RIAprivate banking+1 | Max Lane | FlourishBuilding the Private Bank for the Independent Advisor+4 | — | RIA tech stackfiduciary services+1 | — | — | |
| 4/3/26 | Ep. 335: Building the Digital Desktop for Ultra-High-Net-Worth Families with Jack Ginter, Callan Family Office✨ | digital desktopultra-high-net-worth families+2 | Jack Ginter | Callan Family OfficeBuilding the Digital Desktop for Ultra-High-Net-Worth Families+3 | — | wealth managementfamily office+1 | — | — | |
| 3/26/26 | Ep. 334: March WealthTech News✨ | WealthTechnews+3 | — | OrionAdvyzon+3 | — | Series B fundingGreat Bifurcation+3 | — | 52m 39s | |
| 3/19/26 | Ep. 333: From Supermarkets to Symphony: Delivering Alternatives in Unified Managed Accounts with Cheryl Nash of InvestCloud✨ | managed accountsalternatives+1 | Cheryl Nash | APL platformInvestCloud+4 | — | unified managed accountsAPL platform+1 | — | — | |
| 3/12/26 | Ep. 332: Microservices, Medallion Architecture, and Why Your Data Lake Is Probably a Swamp, with Amplify✨ | MicroservicesMedallion Architecture+2 | Aaron Brodt | AmplifyEp. 332 | — | Amplifycustody+2 | — | 32m 46s | |
| 3/5/26 | Ep. 331: The Bot Wrangler: How Hamachi Plans to Govern the AI Chaos in Wealth Management✨ | AIwealth management+1 | Eric ClarkeBrian McLaughlin | HamachiOrion+2 | — | Hamachiadvisor technology+1 | — | — | |
| 2/25/26 | Ep 330: The Unfair Advantage Hiding in Orion’s Intelligence Layer, with Reed Colley, Orion✨ | AItechnology+2 | Reed Colley | OrionWealthTech Today | — | AI-nativetech stack+2 | — | 34m 47s | |
| 2/19/26 | Ep. 329: From False Positives to Full Compliance: How AI is Killing the Manual Review Grind with Larry Shumbres, Archive Intel✨ | regulatory complianceoff-channel communications+1 | Larry Shumbres | Archive IntelWealthTech Today+5 | — | SECFINRA+2 | — | 32m 19s | |
| 2/12/26 | Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning | The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz. The landscape of financial advice is shifting from static, once-a-year reports to a continuous, advice-led experience. In this episode, we sit down with Brad Joudrie, the newly appointed CEO of Conquest Planning, to discuss the firm’s aggressive expansion into the U.S. market following a successful $80 million Series B round. Joudrie breaks down how their […] The post Ep. 328: Beyond the Big Three: What It Takes to Disrupt Financial Planning Software with Brad Joudrie, Conquest Planning appeared first on and was written by Elana Iskowitz. | — | ||||||
| 2/5/26 | Ep. 327: “Modernize or Die” Is Not a Tech Strategy with Raakhee Miller, Siebert Technologies | 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. | — | ||||||
| 1/22/26 | Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet | The post Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet appeared first on and was written by Elana Iskowitz. In this episode of the WealthTech Today Podcast, we dive into the “digital exhaust” of the financial services industry with Jeremi Karnell, Head of Envestnet Data Solutions. As wealth management shifts from a focus on speed to a focus on judgment, data is becoming the primary driver of advisor success. We explore how massive data […] The post Ep. 325: Decision Intelligence vs. AI Theater: What Actually Works in Wealth Management with Jeremi Karnell, Envestnet appeared first on and was written by Elana Iskowitz. | — | ||||||
| 1/15/26 | Ep. 324: Why Private Markets are Running on Broken Plumbing — And How AI Fixes It, with Alex Goodwin, Bridge Investment Technologies | 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. | — | ||||||
| 1/8/26 | Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily | The post Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily appeared first on and was written by Elana Iskowitz. Long-term care is one of the biggest financial risks facing retirees—and one of the least consistently planned for. In this episode of WealthTech Today, we speak with Waterlily co-founder and CEO Lily Vittayaruksul about why long-term care planning has moved from a “nice to have” to a core planning discipline. The conversation cuts through product […] The post Ep. 323: From Avoidance to Action: Making Long-Term Care a Standard Part of Retirement Planning, with Lily Vittayaruksul, Waterlily appeared first on and was written by Elana Iskowitz. | — | ||||||
| 12/5/25 | Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera | The post Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera appeared first on and was written by Elana Iskowitz. Understanding How Wealth Firms Get Platform Implementations Wrong Most firms don’t realize how costly a platform decision can be until they’re deep in an implementation and discovering what the vendor didn’t tell them. By then, it’s late, expensive, and full of friction. In this episode, industry expert and Senior Consultant Felix Rivera explains why so […] The post Ep. 318: From Dream Demo to Migration Nightmare: 5 Tips for Modernizing Your Wealth Platform the Smart Way, with Felix Rivera appeared first on and was written by Elana Iskowitz. | — | ||||||
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7 placements across 7 markets.