About Us

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

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.

Upcoming Events:

Interested in connecting with Craig in person? Here are the upcoming conferences and events he will be attending:

July 10: Orion Ascent on the Road – Santa Monica, CA
July 16-17: In|Vest Conference – NYC

As Seen In:

What is WealthTech?

Thought Leadership