Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology

The post Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology appeared first on and was written by Elana Iskowitz. December’s WealthTech news makes one thing clear: the center of gravity in advisor technology is shifting. Cash management is becoming core infrastructure. Platform decisions are harder to unwind. AI is moving from experimentation into production workflows. Across funding, M&A, and product launches, firms are being pushed to operationalize complexity faster than their organizations are ready […] The post Ep. 322: WealthTech December Roundup: AI, Platform Shifts, Funding, and M&A Shaping Advisor Technology appeared first on and was written by Elana Iskowitz.

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This episode was published on December 30, 2025.

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