Episode Synopsis "Behind the Deal: WealthTech Mergers and Acquisitions"

With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and Oleg Tishkevich of Invent.us. The interview touches on the drivers of WealthTech M&A, the convergence of asset management and technology - and how the value of WealthTech companies has increased as more advisors run remote operations. 

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More episodes of the podcast Behind the Deal With Mark Bruno

• Behind the Deal: Larry Roth
• Behind the Deal: Cambridge's Amy Webber
• Behind the Deal: Hightower's Bob Oros
• Behind the Deal: Resources Investment Advisor's Vince Morris
• Behind the Deal: Q2 2020 Deal Report Findings
• Behind the Deal: Ron Carson
• Behind the Deal: WealthTech Mergers and Acquisitions
• Behind the Deal: Private Ocean’s Greg Friedman
• Behind the Deal: Merit Financial's Kay Lynn Mayhue