HeyJaredThe WealthStack Podcast
The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments WealthTech.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Aug 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
The WealthStack Podcast: How AI Can Uncover Hidden Portfolio Risk With Af Malhotra (opens the original)
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Investment teams have access to more data than ever, but more information does not necessarily mean better insight. Analysts still spend enormous amounts of time gathering filings, reading disclosures, comparing earnings calls and reconciling information across disconnected systems. At the same time, market volatility, geopolitical risk and rapidly changing investor expectations are making traditional, backward-looking portfolio analysis increasingly difficult to rely on alone. In this episode o
The WealthStack Podcast: Why FINNY AI is Rethinking Wealthtech Pricing (opens the original)
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Financial advisors are investing in more technology than ever, but many are questioning whether traditional software pricing models actually align with the value those platforms create. As artificial intelligence changes what software can deliver, many firms are reconsidering how technology providers should be connected to the growth they help create. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Eden Ovadia, CEO and co-founder of FINNY AI, to explore the firm’s s
The WealthStack Podcast: Building the Foundation for Enterprise AI with Dynasty’s Leslie Norman (opens the original)
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As artificial intelligence adoption accelerates across wealth management, enterprise RIAs are becoming an important proving ground for what it actually takes to move from experimentation to scale. The conversation has shifted to be more about the foundation required to make AI useful across an entire wealth management business In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Leslie Norman, chief technology officer at Dynasty Financial Partners, to explore what it tak
The WealthStack Podcast: Helping Advisors Serve Business Owners with RISR’s Jason Early (opens the original)
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For many business owners, the company represents far more than a line item on a balance sheet. It is their largest source of wealth, income, identity and legacy. Yet critical questions around valuation, succession, equity risk, tax planning and an eventual exit often remain disconnected from the broader financial plan. In this episode of The WealthStack Podcast, host Shannon Rosic sits down with Jason Early, founder and CEO of RISR, to explore how technology and artificial intelligence are helpi
The WealthStack Podcast: How AI Is Reshaping Private Market Investing with Anna Joo Fee (opens the original)
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Private markets are moving closer to the core of the wealth management conversation, but the experience around accessing, evaluating and explaining those opportunities remains highly fragmented. As advisors face growing client interest in alternatives, pre-IPO companies and more personalized investment opportunities, the need for better education, due diligence, transparency and portfolio context has never been greater. In this episode of The WealthStack Podcast, host Shannon Rosic sits down wit
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