WealthTech Today · 2026-06-11 · 34 min
The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz . Meet Our Guests This episode features Caleb Eplett, Chief Product Officer of YCharts, and Rushi Shah, VP of Product at YCharts - two product leaders who have spent years building out one of the wealth management industry’s most recognized investment data and analytics platforms. Caleb has been with YCharts for 13 and a half years, […] The post Ep. 346: Meet Y: YCharts’ AI Analyst That Works While You Sleep appeared first on and was written by Elana Iskowitz .
Ep. 347: June News62 / 100Ep. 345: From Bucket List to Global Movement: Building a Fatherhood Community That Richard Branson EndorsedEp. 344: The End of Best-of-Breed? Why Unified Wealth Platforms Are Gaining Ground with Rich Cancro, AdvisorEngineEp. 343: From Notetaker to Tax Planner: How Hazel Grew Up Fast with the Altruist Hazel Product TeamEp. 342: The Death of the AI Notetaker: How Agentic OS Is Taking Over Wealth Management with Jean Sullivan, Ezra Group