Ep. 308: September WealthTech News

02/10/2025

Listen "Ep. 308: September WealthTech News"

Episode Synopsis

The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.
The wealthtech industry is in the middle of a reset. Custodians are forging new partnerships, legacy players are investing billions into their platforms, and AI is quickly moving from buzzword to embedded functionality. In this episode of WealthTech Today, we break down the most important developments—from Altruist’s deal with Ritholtz Wealth Management to Envestnet’s billion-dollar […]
The post Ep. 308: September WealthTech News appeared first on and was written by Elana Iskowitz.

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