n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
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n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
Creating Transparency with ESG Data through Strategic Partnerships and Innovation
Whiskey&WealthTech
31 minutes
2 years ago
Creating Transparency with ESG Data through Strategic Partnerships and Innovation
In our latest episode of Whiskey and WealthTech, we sat down with ESG expert and CEO of OWL ESG to discuss the challenges of ESG data and the evolution of how that data has been processed and reported over time. Listen to our full podcast to learn how OWL ESG and First Rate have created a strategic partnership to leverage innovation and wealthtech to increase efficiency, enhance transparency, and improve the overall quality of the data.
Whiskey&WealthTech
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
