The WealthStack Podcast: Jason Pereira’s Unfiltered Take on 2025 Wealthtech Wins and Wipeouts

Technology promises speed and clarity, yet frustration keeps showing up instead. Many firms buy tools expecting instant results, only to find the real challenges start after launch.

In this episode of The WealthStack Podcast, host Shannon Rosic speaks with Jason Pereira, senior partner and financial planner at Woodgate Financial, about what actually broke in wealthtech adoption this year. They unpack why most failures are human, not technical, how unrealistic expectations derail implementation and why AI often complicates workflows before helping.

They also explore where AI truly adds value, why surface-level integrations fall short, and what advisors should focus on before buying the next shiny tool.

Guest AppearancesJason PereiraDecember 19, 2025fintech

The Unlock: Building the Best Advisor Tech Stack

Guest AppearancesJason PereiraSeptember 10, 2024fintech

8topod the 8topuz Fintech Podcast with guest, Jason Pereira

Host, Anthony Munns invited me to come on to the 8topod the 8topuz Fintech Podcast where we discussed the battle between fintech v traditional financial institutions.

Is the world of global fintech shaking up the financial world to a point where the incumbent financial institutions are quivering in their boots? Or are the established networks still able to convince the retail sector that their products are worthy of their time.