Ezra Group is a management consulting firm that focuses on delivering innovative solutions and expert advice to technology providers, banks, broker dealers, RIAs and investment management clients.

Craig Iskowitz, Founder and CEO, is a well-known expert in the wealth management industry with over 20 years of experience in financial services. Craig is a thought leader in fee-based advisory platforms and the surrounding FinTech space. He publishes a wealth management blog call WM Today and is a frequent speaker and panelist at industry conferences.

Out of the Box Thinking

Contact Ezra Group if you are contemplating any of the following projects:Think Outside the Box

  • 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
  • Thought leadership content creation, white paper development, case studies, blogging

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