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. Each episode Mark interviews the movers and shakers in the wealth management industry sharing their years of experience and insights into the topics that are important to the industry. The podcast is produce by Brad Oliver.
The WealthTech Podcast is brought to you with the generous support of Risclarity. Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families.
Podcasting since 2024 • 11 episodes
The WealthTech Podcast
Latest Episodes
Family Wealth Dynamics and Corporate Culture, ft. Whitney Kenter
On this episode of The WealthTech Podcast, host Mark Wickersham sits down with Whitney Kenter of Glowe Connective to explore the human side of wealth management and family dynamics. Whitney brings ...
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Season 1
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Episode 11
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31:22
Democratizing Alternatives for Family Offices ft. Jacob Miller, Opto
Jacob Miller, Co-Founder Opto Investments, discusses with Mark Wickersham, Host of The WealthTech Podcast, the evolving landsc...
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Season 1
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Episode 10
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39:16
Making Marketing Personal at Scale, featuring April Rudin
In this episode, Mark Wickersham sits down with April Rudin, the founder and CEO of The Rudin G...
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Season 1
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Episode 9
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39:23
Cybersecurity for Family Offices, ft. Tony Gebely & Carl Knecht
Cybersecurity for Family Offices: Protecting Wealth in the Digital AgeIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with
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Season 1
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Episode 8
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42:00
Navigating Family Office Tech: Innovation & Change, ft. Rick Higgins & Carl Knecht
In this episode of The WealthTech podcast, host Mark Wickersham discusses with Rick Higgins and Carl Knecht the evolving technology landscape in the family wealth space. They explore key topics such as the importance of iterative technology ado...
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Season 1
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Episode 7
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35:12
