Make your technology tech stack work for advisors, staff, and clients—not the other way around.
Drawing on his decades of experience and broad expertise, Ezra Group CEO Craig Iskowitz is frequently quoted in the media as an expert on wealth tech and strategy for wealth management firms.
Craig Iskowitz, Founder of Ezra Group, is available for media opportunities in the wealthtech industry.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
