
WealthTech on Deck
Hosted by Jack Sharry · LifeYield
4.9from 24 ratings
- 256
- Episodes
- 108
- Transcribed
- 24
- Ratings
- Weekly
- Cadence
- 2021
- First episode
About WealthTech on Deck
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
- Publisher
- LifeYield
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 25 Feb 2021
- Latest episode
- 6 Oct 2026
Latest episodes
108 of 256 episodes have a transcript.

6 Oct 2026TRANSCRIPT
Why Wealth Firms Need to Own Their Infrastructure with Kevin Mitchell

29 Sept 2026TRANSCRIPT
Turning Holistic Advice into Holistic Implementation with Max Lane

22 Sept 2026TRANSCRIPT
Why Advisors Matter More in an Age of Unlimited Information with Jim Patrick
Inside a recent episode

Why Wealth Firms Need to Own Their Infrastructure with Kevin Mitchell
Published 6 Oct 2026 · Transcript excerpt
[…] In some cases, they have billions of dollars worth of assets. But within our environment, what we were seeing is that a lot of these wealth management companies didn't necessarily have the expertise, the resource, the budget. or in some cases, even the willingness to want to build and own the thing that their entire business ran on. So again, I'm sure as you guys are aware, we're patching together and renting a number of different systems from providers whose interests aren't really aligned with that of the wealth management company. So as far as the opportunity is concerned, What we've seen as a really clear line of sight was that a lot of the companies that we were working with were handing their data over, they were handing their client experience and the economics of being the platform operator over to third parties. […]
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See plansWho has been a guest on WealthTech on Deck
Names identified in recent episode analyses. Showing up to five guests.
- Kevin Mitchell
- Max Lane
- Jim Patrick
- Ann Covington
- Andrew Ang
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.8 / 5
- 17 ratings
- Spotify
- 5.0 / 5
- 7 ratings
Podcast Authority Score: 75 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 98
- Social presence
- 94
- YouTube
- 0
- Engagement
- 85
Contact WealthTech on Deck
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about WealthTech on Deck
Who hosts WealthTech on Deck?
Jack Sharry host the show. Published by LifeYield.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does WealthTech on Deck take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
108 of 256 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of WealthTech on Deck?
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