Loading…
Hosted by Unknown Host · 🇺🇸 US · EN-AU · 60 episodes
Established thought leaders with verified media credentials.
Discussing all things Wealth Tech. News and trends with great guests from all over the industry and the world.Keen to submit a question to our hosts? https://zfrmz.com.au/jQwb2EGV0Rv6HSWcDrFG
Unknown Host hosts The WealthTech Insider, a technology show with 60 episodes published.
What happens when a firm that's brilliant at the art of advice decides to get serious about the science ? In this episode, Danni Le Grande sits down with Matt Hale, Managing Director of Rising Tide Financial Services, fo
How are our 2026 Wealth Tech Predictions actually tracking? Six months after dropping our 2026 predictions, Danni Le Grande and Peter Worn sit down for a mid-year report card marking their own homework on all eight calls
What if you tried to design the worst possible advice industry on purpose? Pete Worn and Danni Le Grande run Charlie Munger's inversion trick over Australian advice, working through the six rules from Pete's latest Code
Two commencement speakers got booed off stage for telling rooms full of graduates that AI was an exciting opportunity. Danni and Pete start there — Gloria Caulfield, then Eric Schmidt — and ask the more useful question:
APRA's late-April letter on AI was addressed to Banks, Insurers and Super Trustees. It wasn't addressed to AFSLs — and Pete Worn reckons that distinction will matter for about six months. In this episode, Danni and Pete
Pete's latest Code & Capital landed in inboxes the week after the federal budget — and his frustration was raw. In this episode, he and Danni unpack what the proposed capital gains changes mean for Australian software fo
Canceling Adobe shouldn't feel like escaping a hostage situation — but it does. Fitness First, Foxtel, gym memberships, subscription perfume (yes, really), and a lot of advice tech vendors share the same playbook: make i
Danni went to New Zealand for a week and the AI world lost its mind. Pete catches her up on the news that matters — starting with Anthropic's "Mythos," a model so powerful they refused to release it publicly after it unc
Mark Zaglas is back. Our most downloaded guest ever returns to go a level deeper on what's changed since last year's "Stagnation to Scale" episode — and a lot has changed. Encore Advisory Group has been acquired by Evide
Pete's latest Code & Capital sparked a big conversation — why are Advice Practices still tempted to rip out their CRM when the data says it rarely ends well? Danni brings the receipts from Finura's Technology Health Chec
In this episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack a deceptively simple question that opens a much bigger conversation: why do so many AI tools have human — and overwhelmingly female — names
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that—and unlock billions in advice demand. Marcus Field from Iris sheds light on groundbreakin
In this special episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack Finura’s official 2026 WealthTech Predictions and discuss what these trends actually mean for Advice businesses on the ground. From
What does a successful Tech Transformation actually look like inside a growing Advice firm? In this episode of The WealthTech Insider, Danni Le Grande speaks with Simon Backman, CEO of Wahlstrom Financial Services, about
Featuring a new Finura Client: Verse Wealth What happens when you throw out the traditional financial advice playbook — but keep the discipline, compliance and rigour that actually protects clients? In this episode of We
A short, informal welcome back to 2026. Danni and Pete catch up after the break and run through what’s coming up on The WealthTech Insider this year. #finuragroup #wealthtech #technology #peterworn #dannilegrande
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that—and unlock billions in advice demand. Marcus Field from Iris sheds light on groundbreakin
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that—and unlock billions in advice demand. Marcus Field from Iris sheds light on groundbreakin
In this final episode for 2025, Danni and Pete cut through the noise to review the trends that actually mattered. We look back at our 2025 Predictions with a critical eye—discussing why the AI hype has cooled into "AI fa
Harvey AI has gone from newborn startup to an $8 billion juggernaut in just 31 months. But behind the headlines sit harder questions: opaque pricing, patchy adoption, defensive founders, and a conservative profession wre
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
The WealthTech Insider has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their technology audience.
The WealthTech Insider is hosted by Unknown Host. The show is categorised under technology and has published 60 episodes.
The WealthTech Insider has published 60 episodes.
The WealthTech Insider regularly covers technology. It sits in the technology category.
The WealthTech Insider is accessible for guests with genuine technology expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
The WealthTech Insider hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of The WealthTech Insider average 36 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates The WealthTech Insider's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 5 days ago.