About this episode

This episode covers the biggest wealthtech headlines from July, focusing on the rise of AI agents in the industry.

The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz . This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […] The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz .

More episodes of WealthTech Today

• Ep. 352: Why Advisors Want Fewer Tech Stack Choices, Not More with Vinay Kant and John Amore of Kestra Financial · July 17, 2026 · 36 min
• Ep. 351: From 40 Unicorns to 1,400: How to Navigate the Private Markets Boom with Phil Haslett, EquityZen · July 9, 2026
• Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group · July 7, 2026
• Ep. 348: AI Agents Are Only as Safe as Their Guardrails — Here’s How to Build the Right Ones with Daniel Kenny, FutureVault · June 25, 2026 · 29 min
• Ep. 347: June News · June 18, 2026 · 48 min

Explore listener stats, chart rankings, contacts and more on the WealthTech Today podcast page.