The WealthTech Podcast
The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you with the generous support of Asseta AI.
ABOUT ASSETA AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
DISCLAIMER
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representations as to the accuracy or completeness of any information shared and assumes no liability for any errors or omissions.
The WealthTech Podcast
Latest Episodes
Family Offices - Who Really Owns Your Data: AI, Data Lakes & Vibe Coding | Collation AI
Host Mark Wickersham sits down with Tanmai Sharma (Founder & CEO) and Sinan Biren (CRO) of Collation AI to dig into what a truly modern tech stack for family offices and RIAs looks like in 2026.In this ep...
The Scaling Advisor: CRM, AI & Automation | Jeff Rusin, Advisor Tech Partners
Lessons learned on how advisory firms can scale through smarter systems vs bodies.Host Mark Wickersham sits down with Jeff Rusin, Co-Founder of Advisor Tech Partners, to talk about scaling advisory firms thro...
Managing Wealth, Homes, and Households at Scale | Nines
Your host Mark Wickersham is joined with Jacco de Bruijn and Mohamed Elzomor, co-founders of Nines. Jacco and Mohamed pull back the curtain on how ultra-high-net-worth families manage their homes, staff, and properti...
AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset
In this episode of host Mark Wickersham, Director of Startegic Partnerships at Asseta AI, sits down with Kelly Wagman, Director of AI Strategy at Cresset. Together they explore what it really takes to adopt AI safely, strategically, and e...
Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek
Modernizing the Family Office Without Losing the Personal Touch In this episode, Mark Wickersham sits down with Danielle Klimek, COO of a single-family office, to explore what really happens behind the scenes of ...
