WealthTech on Deck

A podcast defining the future of wealth management and financial technology.

Listen here
Array headshot

Kellan Brown
100 Women in Finance
Array headshot

Allie Carey
SEI
Array headshot

Justin Singer
EY
Array headshot

Neil Bathon
FUSE Research Network
Array headshot

Jack Sharry
LifeYield
Array headshot

Arnulf Hsu
GReminders
Array headshot

Mike Capelle
Modern Wealth Management
Array headshot

Randy Lambert
Intention.ly
Array headshot

Ryan VanGorder
Opto
Illustration with a alert bell icon in an orange circle

Join our mailing list

We’ll notify you whenever there’s a new podcast featuring:

  • Executives shaping the future of financial services
  • Architects of tomorrow’s wealth technology platforms
  • Expert industry observers and influencers
Illustration with an audio signal icon in an orange circle

Listen

Latest Episode

Array headshot

Kellan Brown
100 Women in Finance

Full episode

Popular Episodes

Array headshot

Allie Carey
SEI

Full episode
Array headshot

Justin Singer
EY

Full episode
Array headshot

Neil Bathon
FUSE Research Network

Full episode
Array headshot

Arnulf Hsu
GReminders

Full episode
Array headshot

Mike Capelle
Modern Wealth Management

Full episode
Array headshot

Randy Lambert
Intention.ly

Full episode
See all episodes

Listen on

Listen on Apple Podcasts
Listen on Spotify
WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.