Ep. 349: July WealthTech News

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.