Greetings, I am

Craig Iskowitz

The CEO and founder of Ezra Group, a management consulting firm that provides business and technology strategy services to the financial services industry

about Ezra Group

Hi there!

We work with broker-dealers, banks, asset managers, RIA’s and technology vendors to share our deep knowledge and experience in wealth management products and services.

My current project

Winners of Tech is a series of interviews with influential leaders in today’s Wealth Management Technology industry.

Read interviews with Brian McLaughlin, CEO of Redtail, Anil Arora, CEO of Envestnet | Yodlee, Angela Pecoraro, CEO of Advicent, Eric Clarke, CEO of Orion Advisor, Bill Capuzzi, CEO of Apex Clearing, Lori Hardwick, President of Advisor Innovation Labs, Cheryl Nash, President of Fiserv Investment Services, Stuart DePina, President of Envestnet | Tamarac, Bill Crager, President of Envestnet and Aaron Klein, CEO of Riskalyze.

Digital Platforms

Online Publications

Business and technology advice, strategy with great product ideas and thought leadership content creation.

Timeless Insight For Tough Markets

Thought Provoking

Out of the Box Thinking

Craig is a well-known expert in the wealth management industry with over 20 years of experience in financial services.

Contact us if you are contemplating any of the following projects:

  • Unified Managed Accounts (UMA) \ Unified Managed Household (UMH) program implementation or improvement
  • Wealth management platform selection, improvement or optimization
  • Becoming a UMA model provider or improving model operations, distribution, or sales
  • Vendor evaluation for: CRM, Financial Planning, Proposal, Portfolio Construction, Portfolio Rebalancing, Advisor Trading Tools, Performance Reporting or Billing.