Episode 264 – Balancing Innovation and Human Touch in Wealth Tech with Molly Weiss

Power Your Advice
13/05/2025 11 min
Episode 264 – Balancing Innovation and Human Touch in Wealth Tech with Molly Weiss

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Episode Synopsis

On this episode, Doug speaks with Molly Weiss, President of the Wealth Management Platform at Envestnet, about how the firm balances innovation with simplicity across its platform. Molly shares Envestnet’s dual-track approach to development—advancing core systems while rapidly testing new features—and explains how modern APIs help integrate acquisitions without compromising user experience. She also highlights … Continue reading Episode 264 – Balancing Innovation and Human Touch in Wealth Tech with Molly Weiss →

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