The Hosts
A product builder and a tech fixer walk into a podcast...
“I've spent 20 years convincing skeptical teams to adopt technology they didn't know they needed.”
Mark Heynen
Co-Founder & Chief Product Officer, Knapsack AI
Mark is a Silicon Valley founder who has built and scaled products across multiple startups and now focuses on private AI automations for enterprises and advisory firms. He spends his time turning AI from a cool demo into something that actually ships.
The common thread? Finding the practical path through the hype.
Now he's building Knapsack, private AI that processes your sensitive data without shipping it to the cloud. He started this podcast because advisors deserve straight talk about AI, not vendor pitches.
“Most tech problems aren't tool problems. They're implementation problems.”
James Cantwell
Founder, The Cantwell Advisory & WealthTechSelect
James is a long-time wealth management and WealthTech operator who has worked inside RIAs, asset managers, and vendors, and now advises all three on evaluating and implementing the right stacks. He cares less about the new logo and more about what advisors can use on Monday.
After 25 years in wealth management technology (GAMCO, Broadridge, leading SS&C Advent's consulting team), he noticed a pattern: advisors drowning in choices, paralyzed by options, buying tools they'd never fully use.
So he started The Cantwell Advisory and WealthTechSelect to fix that. Now he's building RIA Ascent to give firms the benchmarking data they need to stop second-guessing themselves.
He co-hosts this podcast because the industry needs more real talk and less marketing theater.
The Dynamic
Mark
The Builder
Silicon Valley startups · Sees where tech is going · “Here's what's possible”
James
The Fixer
Enterprise wealthtech · Knows why implementations fail · “Here's what actually works”