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WealthTech on Deck

WealthTech on Deck

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WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.

Recent Episodes

  • The Five Drivers of Future-Ready Wealth Management Firms with Jeffrey Levi and Rafael Couto

    5 days ago

  • Modernizing the Client and Advisor Experience with Colleen Bell

    2 weeks ago

  • From Broker-Dealer to Boutique RIA: Why Summit Wealth Made the Leap with Randy Morris

    4 weeks ago

  • Advancing Women in Finance with Kellan Brown

    1 month ago

  • The Growth Potential of Bank Trusts and Private Banks with Allie Carey

    1 month ago

  • Wealth as a Service: The Future of Wealth Management with Justin Singer

    2 months ago

  • Alternative Investments: Trends, Challenges, and Opportunities with Neil Bathon

    2 months ago

  • AI-Powered Meeting Management for Financial Advisors with Arnulf Hsu

    3 months ago

  • Building a Full-Service Wealth Management Platform with Mike Capelle

    3 months ago

  • Strategies for Sustainable Business Growth with Randy Lambert

    3 months ago