Welcome to Ezra Group

About Us

We deliver innovative solutions and expert advice to technology providers, banks and investment management clients.

Our Story

Ezra Group, LLC, is a management consulting firm that provides business and technology strategy services to the financial services industry with CEO and Zen Master, Craig Iskowitz.  We work with broker-dealers, banks, asset managers, RIA's and technology vendors to share our deep knowledge and experience in wealth management products and services.

The WMToday blog and podcast are written and published by Craig Iskowitz, a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and the wealth management. Wealth Management Today is an information portal that delivers thought-provoking content and spreads good karma throughout the industry.

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#ItzOnWealthTech Ep. 39: WealthTech Platforms of the World with Urs Bolt

"Digital transformation is much more a cultural challenge. And I believe that in the East, and many bigger emerging markets they just have an easier…
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#ItzOnWealthTech Ep 38: 3 Reasons Advisors Shouldn't Do Everything Themselves with Jim Palumbo

"We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their…
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#ItzOnWealthTech Ep 37: Superior Views of Industry Data with Jean Sullivan

"We've developed methodologies that provide our clients with views on industry data that don't currently exist." -- Jean Sullivan, Head of Research, Ezra Group Consulting…

#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency Is Good Business with Seth Johnson

"Fee transparency should be every firm's goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they're…
Human Advisor Robot Help

#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

"The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of…

The Jedi Masters of Client Experience

In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There's tons of opportunities for new entrants…

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