WealthTech Founder's Lab

Most WealthTech founders are running a playbook the market stopped rewarding.
They build. They pitch. They get "interesting." They wait.

The problem isn't the product. It's two gaps nobody talks about: the Readiness Gap — not being ready for the room you're trying to enter — and the Adoption Gap — building something good that still doesn't get chosen.

Every episode comes from both sides of the table. @Dr_JoshuaWilson brings the buyer side — active work with RIAs and advisory firms, and the behavioral science of why buyers actually say yes or no. Marshall Smith brings the capital side — First Rate Ventures, 100+ WealthTech pitches reviewed per year, etc.

We cover what investors see that founders miss. What buyers need that founders don't deliver. And the specific gaps in proof, positioning, and adoption that keep good WealthTech from becoming great WealthTech.

No hype. No conference noise. Just the diagnostic truth about what's in the way.
Build is assumed. Adoption is the product.