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.
Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI solution for financial advisors designed to cut meeting admin time by 90% while elevating client and advisor experience. Parker is a 4x technology CEO with experience in fintech, data, AI and briefly.
Parker received an MBA from Stanford Graduate School of Business and a bachelors in Economics from the University of Utah.