WealthTech on Deck
A podcast defining the future of wealth management and financial technology.
Latest Episode
Michael Liersch
Edelman Financial Engines
Chip Roame
Tiburon Strategic Advisors
Arthur Worthington
SEI
David Goldman
Pontera
Morgan Bell
Constellation Wealth Capital
Launched in March 2021, WealthTech on Deck episodes have attracted more than 75,000 downloads.
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Recent episodes
Michael Liersch
Edelman Financial Engines
Chip Roame
Tiburon Strategic Advisors
Arthur Worthington
SEI
David Goldman
Pontera
Morgan Bell
Constellation Wealth Capital
Suzanne Schmitt
Next Chapter
John Amore
Kestra Financial
Ritik Malhotra
Savvy Wealth
Parker Ence
Jump Advisor AI
