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.
All content for WealthTech Today is the property of Craig Iskowitz and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion
WealthTech Today
1 month ago
Ep. 309: Flywheels, Data Lakes, and Growth Hacks: Blazing Past $5 Trillion in Assets with Natalie Wolfsen, Orion
Orion has quietly crossed a staggering milestone: more than $5 trillion in assets under administration. In this conversation, CEO Natalie Wolfsen explains what that number means in practice, how Orion thinks about technology and advisor growth, and why the company is leaning into AI as a first-principles strategy rather than a marketing overlay. The discussion […]
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.
