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.

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.

Guest

Chris Bendtsen

Chris Bendtsen is a Senior Analyst for Celent’s wealth management practice. He writes research reports and advise clients on wealth management technology. Chris' focus areas include IT spending priorities and forecasts, AI and generative AI in wealth management and private banking, alternative investments and private markets, and wealthtech startups.

Previous research and advisory experience spans financial services technology, blockchain and crypto, fintech startups, venture capital, digital marketing, and market forecasting.

Guest appearance on:

What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent