2025’s Biggest WealthTech Shifts with Jack Sharry

In this year-in-review episode, Matt Nollman, Head of Product Marketing at SEI LifeYield and Producer of WealthTech on Deck, steps into the host chair and interviews Jack Sharry on the five defining WealthTech themes of 2025. From household-level tax optimization and AI-powered advisor capacity to the industry’s struggle with organic growth, the mainstreaming of alternatives, and the rise of human-centered advice, Jack connects the dots across 44 conversations and 80,000 downloads. Together, they explore how wealth-as-a-service operating models, integrated platforms, and scalable personalization are reshaping financial advice—offering a clear, practical blueprint for firms seeking sustainable growth in 2026 and beyond.

In this episode:

(00:00) - Intro

(01:48) - The five defining WealthTech themes of 2025

(03:58) - From accounts to households: the push for unified, tax-smart advice

(07:00) - AI as an amplifier: scaling personalized advice without replacing advisors

(09:51) - The organic growth dilemma facing the industry

(15:22) - Building a true growth engine: wealth as a service in action