EPISODE · Oct 7, 2025 · 39 MIN
013: Evolution of Wealth Management Technology with Mike Capelle
from The Modcast
In this episode, Gordo welcomes Mike Capelle, Co-Founder and Co-CEO. They dive into the evolution of tech stacks and platforms, exploring how technology has transformed the financial advisory landscape since he started his career in wealth management. Tech evolution from 2004 to now. Importance of interconnectivity in tech. AI's role in wealth management. Building proprietary tools vs. leveraging existing ones. Future tech trends in financial services. Subscribe to our Other Channels! https://www.youtube.com/@MeetModernWealth https://www.youtube.com/@AmericasWealthManagementShow Episode 001: https://youtu.be/yJuil2Iu2FU Episode 010: https://youtu.be/qWw9hQZS_IQ Connect with Us: Modcast.show
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013: Evolution of Wealth Management Technology with Mike Capelle
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