About this episode
The March 2026 edition of the WealthTech Today news roundup covers significant developments in the industry, including funding rounds and the impact of AI tools.
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 .
Topics covered
- WealthTech
- news
- AI tools
- funding rounds
- advisor productivity
Keywords
- Series B funding
- Great Bifurcation
- Orion
- Advyzon
- autonomous agents
Mentioned in this episode
Products: Orion, Advyzon
Books & works: March WealthTech News, Ep. 334
More episodes of WealthTech Today
- Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep · June 11, 2026
- Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson Endorsed · June 5, 2026
- Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine · May 29, 2026 · 33 min
- Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team · May 22, 2026
- Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group · May 20, 2026 · 31 min
- Ep. 341: Stop Renting Your Growth: How AI Turns Client Acquisition Into a Scalable Asset for RIAs — Ian & Jeremi Karnell, VastAdvisor · May 15, 2026
Explore listener stats, chart rankings, contacts and more on the WealthTech Today podcast page.