WealthTech on Deck
A podcast defining the future of wealth management and financial technology.
Latest Episode
Andrew Guillette
Broadridge
Randy Morris and Seamus O’Brien
Summit Wealth Group
Jack Hannah
GeoWealth
Rick Kent and Kay Lynn Mayhue
Merit Financial Advisors
Rob Pettman
TIFIN
Launched in March 2021, WealthTech on Deck episodes have attracted more than 75,000 downloads.
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Recent episodes
Andrew Guillette
Broadridge
Randy Morris and Seamus O’Brien
Summit Wealth Group
Jack Hannah
GeoWealth
Rick Kent and Kay Lynn Mayhue
Merit Financial Advisors
Rob Pettman
TIFIN
Vlad Golyk
McKinsey & Company
Steve Gresham
NextChapter
Alois Pirker
Pirker Partners
Bradley Kellum
Oliver Wyman
