This is the third article in a series we are calling Winners of WealthTech, where I interview people who have made a name for themselves in wealth management technology and have a track record of innovation and success. My first interview was with Aaron Klein, CEO of Riskalyze and the second was with Bill Crager, […]
This is the second post in our series called, “Winners of WealthTech.” I conduct interviews with influential leaders in the wealth management technology space who I believe are the winners. The format of these article is a bit of a change from our usual analysis, product reviews or industry trends. The questions are more personal […]
This is the first post in a new series I’m launching here on Wealth Management Today called, “Winners of WealthTech.” It is more of a straight interview format with influential leaders in wealth management technology. I was inspired to start this by one of my mentors, Tim Ferriss, successful investor, entrepreneur, author and podcaster. Actually, he doesn’t […]