Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
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Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves
WealthTech Today
3 months ago
Ep. 297: WealthTech News July 2025: Wealthbox Acquisition, AI Note Takers, AdvisorEngine’s Big Moves
July was a blockbuster month in WealthTech, with major deals and innovations reshaping advisor technology. From Sixth Street’s $200 million investment in Wealthbox to AdvisorEngine’s new partnerships and a surge of AI integrations from Otter.ai, Zocks, and others, the industry is moving fast. Here’s what RIAs and wealth managers need to know—and why AI strategy […]
WealthTech Today
Take a weekly trip to Planet WealthTech with industry thought leader Craig Iskowitz as he discusses, debates and dissects the latest news and trends in wealth management technology.
