Wistia - Inside WealthTech

RIA growth strategies: How top firms are building an operational edge | Robertson Stephens

In this episode, we speak with Vikram Chugh, Chief Operating Officer at Robertson Stephens to unpack what it really takes to scale a modern RIA – from AI adoption and operational resilience to a total

Inside WealthTech - Hifon

In this episode, Shaun Kapusinski, founder of Hifon, dives into the evolution of RIA operations in an AI-driven era — from technology debt and cybersecurity risk to peer-driven vendor diligence.

Inside WealthTech - OneVest

In this episode, Amar Ahluwalia, Co-founder and CEO of OneVest unpacks how AI is moving from feature to foundation, how advisors can deliver personalized experiences at scale, and more.

Inside WealthTech - Linscomb Wealth

In this episode, Daniel Thornton, Chief Operations Officer at Linscomb Wealth, explores how technology can reinforce—not dilute—a fee-only fiduciary model.

Inside WealthTech - YCharts

In this episode, Caleb Eplett, Chief Product Officer at YCharts explores how partners like YCharts reduce friction in research and proposal workflows and more.

Inside WealthTech - Steel Peak Wealth

In this episode, Envestnet sits down with Tyler Resh, Chief Growth Officer at Steel Peak Wealth, to explore where wealthtech is actually headed and what advisors need to prepare for next.

Inside WealthTech - Schwab

In this episode, Envestnet sits down with with Alison Dooher, Managing Director, Head of Wealth Services and Platforms, Schwab Advisor Services at Charles Schwab.

Inside WealthTech - Modera

n this episode, Envestnet sits down with Vince Curtin, Head of M&A at Modera Wealth Management. The conversation explores RIA acquisition strategy, cultural alignment in M&A.

Inside Wealth Tech - Franklin Templeton

In this episode, Tyler Porterfield, Head of Platforms at Franklin Templeton talks about personalization, AI, the evolving role of technology in supporting advisor relationships.

Inside WealthTech - Brighton Jones

In this latest episode, Dustin Courts, Director of Business Development at Brighton Jones, sits down with the team to discuss how advisory firms are redefining value beyond portfolios.

Inside WealthTech – AppCrown

In this latest episode, Franklin Tsung, Growth Advisor at AppCrown, about what integration really means once advisory firms move beyond experimentation and into scale.

Inside WealthTech – Savant Wealth Management

In this episode, the Envestnet team sits down with Rob Morrison, Chief Experience Officer at Savant Wealth Management.

Inside WealthTech - Practifi

In this episode, we sit down with Brooke Deese, Director of Growth and Partnerships at Practifi, to talk about how AI, CRM strategy, and organizational readiness are redefining daily advisor workflows

Inside WealthTech – CAIS

Inside WealthTech – iCapital

In this episode, the Envestnet team speaks with Mike Doniger, SVP of Platform Partnerships at iCapital, to discuss how advisors can integrate alternative investments into client portfolios.

Inside WealthTech – IMA

In this edition of Inside WealthTech, Envestnet’s Molly Weiss and Blake Wood speak with Patrick Krulik, Head of Investments at IMA Advisory Services.

Inside WealthTech - Knomee

In this episode, the team sits down with Marla Sofer, Founder and CEO of Knomee, a behavioral data platform helping advisors scale personalized knowledge and deepen client trust.

Inside WealthTech - Pontera

In this edition of Envestnet's Inside WealthTech, the team talks with Yasmine Kacha of Pontera about how the relationship between retirement savers and financial advisors continues to evolve.