• Home
  • Episodes
  • Contributors
  • About
The WealthTech Podcast Artwork The WealthTech Podcast
  • Home
  • Episodes
  • Contributors
  • About
+ Follow
The WealthTech Podcast Artwork

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.

Headshot
Guest

Liz Loulan

For over a decade Liz has held diverse marketing, communications and sales roles in global firms, small companies, and higher education, predominantly with a focus on family-run businesses.

When not working, she’s likely reading books, hanging with the kiddo, guerrilla gardening, or taking long walks with friends.

https://www.linkedin.com/in/elizabethloulan/

Guest appearance on:

  • Current and Future State of The Family Office Industry, with Jon Carroll & Liz Loulan
The WealthTech Podcast Artwork
The WealthTech Podcast
All content © 2025 The WealthTech Podcast