How do I pitch WealthTech Today as a podcast guest?

To pitch WealthTech Today, visit https://wealthtechtoday.com/ for contact information, then craft a tight one-paragraph hook that ties your expertise to a gap in their recent news coverage.

Who is the host of WealthTech Today?

WealthTech Today is hosted by Craig Iskowitz. The show is categorised under news and has published 300 episodes.

How many episodes does WealthTech Today have?

WealthTech Today has published 300 episodes.

What topics does WealthTech Today cover?

WealthTech Today regularly covers news. It sits in the news category.

Is it hard to get booked on WealthTech Today?

WealthTech Today is accessible for guests with genuine news expertise. A personalised, episode-aware pitch will still outperform a generic one every time.

Is WealthTech Today currently accepting guest pitches?

WealthTech Today hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.

How long are WealthTech Today episodes?

Episodes of WealthTech Today average 39 minutes. a focused format where a clear narrative arc and tight preparation matter most.

What guest credentials does WealthTech Today typically look for?

Our data rates WealthTech Today's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.

news

WealthTech Today

Hosted by Craig Iskowitz · news · EN-US · 300 episodes

Audience: 7

Apple Podcasts Website

About this Podcast:

Listen each week as host Craig Iskowitz interviews fintech leaders and dissects the latest news and trends in wealth management technology.

Pitch Analysis

Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Public web form

Booking probability

35%

Guest openness

Selective

80/100

Required Score

Signup to Generate a Pitch

What is WealthTech Today?

WealthTech Today is a news podcast hosted by Craig Iskowitz, with 300 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

About the host

Craig Iskowitz hosts WealthTech Today, a news show with 300 episodes published.

Host email not verified for this showSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

WealthTech Today
Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group
Jul 7, 2026—
The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz . Meet Our Guest This episode features Jennifer Maruca, founder of Platform Value Group and a senior consultant with Ezra Group. Jennifer has spent years helping wealth management firms understand a problem that rarely shows up as a line item on any budget: the gap between what firms pay for their technology and the value that […] The post Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group appeared first on and was written by Elana Iskowitz .
Listen Show Notes
WealthTech Today
Ep. 349: July WealthTech News
Jul 2, 202658 min
The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz . This week on WealthTech Today, I run through the month’s biggest wealthtech headlines — and there’s no shortage of them. AI agents are showing up everywhere: notetakers are pushing into CRM territory, CRM providers are pushing back with their own agents, and financial planning platforms are racing to build AI into the core of the […] The post Ep. 349: July WealthTech News appeared first on and was written by Elana Iskowitz .
Listen Show Notes
WealthTech Today
Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine
May 29, 2026—S0
The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine appeared first on and was written by Elana Iskowitz. Meet Our Guest This episode features Rich Cancro, CEO of AdvisorEngine, one of the wealth management industry’s most outspoken advocates for unified platform architecture. Rich joined what would become AdvisorEngine in 2014 and has spent more than a decade building toward a single thesis: that the advisor, the client, and business operations should all live […] The post Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Grou...
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WealthTech Today
Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team
May 22, 2026—S0
The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team appeared first on and was written by Elana Iskowitz. Meet Our Guests This episode features Gokul Ramanathan, Group Product Manager for Altruist and the Hazel team, and Fernando San Martin, Senior Product Manager are two builders who between them have co-authored the technical pipelines and product strategy behind one of the most talked-about AI launches in wealth management. Gokul joined Altruist in 2019 as […] The post Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast wi...
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WealthTech Today
Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group
May 20, 202631 minS0
The post Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group appeared first on and was written by Elana Iskowitz. Six Things Worth Writing Down The AI Notetaker Category Has Effectively Disappeared — What started as a simple transcription tool has evolved beyond recognition. The original AI notetaker is gone, replaced by two distinct categories: agentic operating systems that stretch across the entire tech stack, and legacy platforms racing to embed AI before they lose […] The post Ep. 342: The Death of the AI Notetaker: How Agen...
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Guest Appearances

Recent guests on WealthTech Today. Study who booked and why before you pitch.

Bob Pisani

Former CNBC Senior Markets Correspondent, Addepar

Adam Holt

General Manager and Director, REBL Dads

Matt Morris

medium, explorer, creator of The Psychic Explorer, Cornell Wine Company

Dan Zitting

CEO, Nitrogen

Advertisers on this show

Sponsor detection runs nightly. Check back soon.

Best industries to pitch WealthTech Today for

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

newsstrong

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.

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FAQs

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If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.

What is the difference between Founder Solo and Founder Pro?

Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.

How do agency tiers work?

Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.

What is a talent profile?

A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.

Can I switch plans later?

Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.

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Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.

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You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.

Is the 20% annual discount automatic?

Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.

What if I have more than 50 profiles or 20 clients?

That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.

Every question we get asked before
someone starts their trial.

If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.

What is the difference between Founder Solo and Founder Pro?

How do agency tiers work?

What is a talent profile?

Can I switch plans later?

Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.

Do you offer a free trial?

Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.

What happens if I cancel?

You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.

Is the 20% annual discount automatic?

Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.

What if I have more than 50 profiles or 20 clients?

That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.

WealthTech Today

About this Podcast:

Pitch Analysis

What is WealthTech Today?

About the host

Recent episodes

Ep. 350: Why Half Your Advisors&#8217; Software Goes Unused with Jennifer Maruca, Platform Value Group

Ep. 349: July WealthTech News

Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine

Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team

Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group

Guest Appearances

Bob Pisani

Adam Holt

Matt Morris

Dan Zitting

Advertisers on this show

Best industries to pitch WealthTech Today for

Podcasts like WealthTech Today

Every question we get asked beforesomeone starts their trial.

WealthTech Today

About this Podcast:

Pitch Analysis

What is WealthTech Today?

About the host

Recent episodes

Ep. 350: Why Half Your Advisors&#8217; Software Goes Unused with Jennifer Maruca, Platform Value Group

Ep. 349: July WealthTech News

Ep. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngine

Ep. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product Team

Ep. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group

Guest Appearances

Bob Pisani

Adam Holt

Matt Morris

Dan Zitting

Advertisers on this show

Best industries to pitch WealthTech Today for

Podcasts like WealthTech Today

Every question we get asked beforesomeone starts their trial.

Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group

Every question we get asked before
someone starts their trial.

Ep. 350: Why Half Your Advisors’ Software Goes Unused with Jennifer Maruca, Platform Value Group

Every question we get asked before
someone starts their trial.