WealthTech Today

Ep. 368: October 2026 WealthTech News

October 31, 2026·41 min
Episode Description from the Publisher

The post Ep. 368: October 2026 WealthTech News appeared first on and was written by Elana Iskowitz. Welcome to the October WealthTech news. AI took over the news cycle this month. Anthropic added another wave of partners to Claude for Financial Advisors, Envestnet answered with a $35 million surge investment in Tamarac, and Mariner signed a five-year deal that prices AI as labor instead of software. Meanwhile, the meeting note-takers are coming […] The post Ep. 368: October 2026 WealthTech News appeared first on and was written by Elana Iskowitz.

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