Helping Wealth Management Firms
Make Better Technology Decisions

About Us

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.

Strategy Consultant

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.

Information Portal

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. 44: The Wizard of Social Networks with Jay Palter

"If you're focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless…
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#ItzOnWealthTech Ep. 43: Female Leaders in Technology

"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle…
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#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

"I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the…

#ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference

"What we're trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization…
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#ItzOnWealthTech Ep. 40: Highlight Reel #1 from the T3 Advisor Conference

"There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much…

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