We are excited to announce our new partnership with Xtiva. Click here to learn about it.

Craig Iskowitz

Craig Iskowitz - CEO and Founder

Craig Iskowitz is a business and technology strategy consultant who is a recognized expert on fee-based advisory platforms and wealth management technology. He is the CEO and founder of Ezra Group, a strategy consulting firm providing technology and business advice to banks, broker-dealers, asset managers, private equity and fintech firms.

In addition to providing customized solutions to the wealth management industry, Craig publishes WMToday, a blog offering the latest insight on technology for wealth, asset, and investment management professionals.

Craig is also host of the Wealth Management Today podcast where he discusses, dissects, and debates the latest news and trends in wealth management technology.

Craig is also available for speaking engagements, panels, and expert commentary in the press. Contact us for availability.