19 Year Retrospective of Ezra Group

Ezra Group: 19 Years of Innovation in WealthTech Consulting

Founded in 2005 by Craig Iskowitz, Ezra Group has established itself as a trailblazer in the field of WealthTech consulting over the past two decades. With Craig's extensive background in financial services, including a decade at Broadridge Financial, coupled with his degree in computer science, Ezra Group was uniquely positioned to provide cutting-edge technology and business advice to a wide array of clients in the wealth management industry.

Early Years: Building Foundations

In its nascent years, Ezra Group focused on laying the groundwork for its future success. Craig’s deep knowledge of fee-based advisory platforms enabled the company to carve out a niche for itself as a trusted partner to wealth management firms of all sizes. Our commitment to providing customized solutions tailored to the unique needs of banks, broker-dealers, asset managers, private equity, and fintech firms set us apart from competitors.

Expansion and Influence: Shaping the Industry

As Ezra Group grew, so too did its influence within the wealth management space. Our dedication to staying at the forefront of technological advancements enabled us to help industry leaders navigate the complexities of an increasingly digital landscape. The launch of WealthTech Today, a blog offering expert insights into technology for wealth and asset management professionals, further solidified Ezra Group's reputation as a thought leader.

Diversification and Collaboration: Broadening Horizons

In addition to its consulting services, Ezra Group expanded its reach through strategic partnerships and advisory roles. Craig’s involvement in companies such as InterGen Data, Inc. , Absolute Engagement , and Pulse360 allowed Ezra Group to tap into emerging trends, ensuring that its clients remained ahead of the curve in an ever-evolving industry. By leveraging artificial intelligence, machine learning, and advanced automation, Ezra Group continued to drive innovation and efficiency for our enterprise wealth management clients.

Looking Ahead: A Legacy of Excellence

As Ezra Group celebrates 19 years in business, it stands as a testament to our team’s vision, expertise, and commitment to excellence. With a track record of success and a reputation for delivering results, we are poised to continue shaping the future of wealthtech for decades to come. As technology continues to revolutionize the financial services industry, Ezra Group remains dedicated to empowering its clients with the tools and knowledge they need to thrive in a digital world.

Key things to look for in 2024

1. WealthTech Integration Score and Recognition Program

• We have raised the industry standard for WealthTech software integrations with our proprietary scoring methodology for ranking integration quality and quantity. Our Recognition Program offers software providers the ability to promote their outstanding integration capabilities, as verified by Ezra Group.

2. FRACTO Fractional Outsourced Chief Technology Officer program

• Our fractional retainer program to help growing wealth management firms revitalize your technology infrastructure, improve your operational efficiency and help deploy new software in a shorter time frame with greater adoption rates.

3. Executive in Residence?

• This year we welcome Aaron Klein, founder and former CEO of Nitrogen (formerly known as Riskalyze), as its new Executive-in-Residence. Klein will be lending his invaluable expertise to client engagements including but not limited to the FRACTO retainer, Competitive Analyses and Market Analyses.?