The WealthStack Podcast

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth m

Recent Episodes

The WealthStack Podcast: The Power of the CRM with Craig Ramsey

Posted November 3, 2023 • 00:37:44

A powerful CRM is crucial for financial advisors if they ultimately want to grow their business. As firms gain access to more and more data, the CRM...

The WealthStack Podcast: The Ever-Evolving Role of the CTO with Vib Arya

Posted October 20, 2023 • 00:34:42

The role of the CTO has morphed into a complex, evolving set of responsibilities. Historically, technology was seen as an expense to reduce, but as...

The WealthStack Podcast: Delivering Better, Data-Driven Outcomes for Clients with Joe Stensland

Posted October 6, 2023 • 00:25:32

The emergence of WealthTech-as-a-Service is redefining the wealth management industry. Now, APIs are shaping the future of financial services by providing...

The WealthStack Podcast: Democratization and Digitization of Estate Planning with Andres Mazabel

Posted September 15, 2023 • 00:29:07

More than 60% of families in the U.S. do not have a plan to protect their loved ones. Estate planning can have several moving parts, and many people...

The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin

Posted September 1, 2023 • 00:35:21

*Since recording this episode, Onramp Invest has been acquired by Securitize, with a mission to expand alternative asset access for RIAs.

The...