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.
Kelly Moore serves as Executive Director and Head of Strategic Accounts at Arch, where she leads new client engagement across family offices, RIAs, and institutional allocators. Prior to joining Arch, she served in varying capacities across sales and partnerships, and Corporate Strategy at a large financial services firm. She is based in NYC where Arch is headquartered.