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.
Episodes
25 episodes
Leveraging Tech to Engage the Next Gen | Arnaud de Coninck, Trusted Family
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Arnaud de Coninck, Chief Revenue Officer at Trusted Family, to explore how multigenerational families are using technology to strengthe...
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Season 2
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Episode 18
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40:36
The State of Wealth Management Technology | Michael Rose, Cerulli Associates
What’s the state of wealth management technology in 2025?In this episode, Mark Wickersham sits down with Michael Rose, Director of Wealth Management Research at Cerulli Associates, to unpack the latest research and trends s...
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Season 2
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Episode 17
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44:02
The Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kendra Thompson, founder of Epok Advice and venture partner at Alpha Tech Partners. With over 25 years in wealth management, Kendra sha...
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Season 2
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Episode 16
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53:43
Agentic AI and the Future of WealthTech | Dr. Sindhu Joseph
In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Dr. Sindhu Joseph, Founder & CEO of CogniCor, and a true pioneer in artificial intelligence for financial services. With a PhD in AI, over 20 years of expe...
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Season 2
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Episode 15
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50:29
Rethinking Family Office Tech : Change Management to AI | Kent Lawson FOX
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kent Lawson, Chief Operating Officer at Family Office Exchange (FOX), to explore how family offices are navigating technology trans...
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Season 2
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Episode 14
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44:22
Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner
What if your family had an owner’s manual?In the latest episode of The WealthTech Podcast, we sit down with Josh Kanter—family wealth executive turned fintech founder of leafplanner—to explore the personal story ...
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Season 2
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Episode 13
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37:51
You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors
In this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ray DiNunzio, Partner at TOS Advisors, for an in-depth conversation on how family offices can radically improve operational efficiency through technology and inte...
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Season 2
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Episode 12
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57:10
From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Rafay Farooqui, Founder & CEO of SUBSCRIBE, to explore how his company is transforming the infrastructure of private markets. Rafay shares how SUBSCRIBE is strea...
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Season 2
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Episode 11
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35:17
Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory
In this episode of The WealthTech Podcast, host Mark Wickersham talks with Chris Dickson, National Senior Manager at RSM Family Office Enterprise Advisory. We dive deep into how family offices can evolve their data, technology, ...
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Season 2
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Episode 10
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51:32
Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Sue Cheema, Chief Information Offic...
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Season 2
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Episode 9
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38:56
Frustration to Innovation: Fixing Family Office Software | Alex Lin SumIt
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Alexandre Lin, Co-Founder and CEO of...
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Season 2
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Episode 8
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39:59
M & A Minefields: What Advisors Miss in Tech Integrations | Linda Bready
What really happens when advisory firms merge—and the tech doesn’t play nice?In this episode of The WealthTech Podcast, Mark Wickersham sits down with Linda Bready...
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Season 2
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Episode 7
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45:15
What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent
Turning Data into Direction: WealthTech Survey Insights with Chris BendtsenIn this episode of The WealthTech Podcast, Mark Wickersham sits down with Chris Bendtsen, Senior Analysts Wealth Technology at Celent, to dig into...
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Season 2
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Episode 6
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26:26
AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Doug Fritz and Michael Perez of F2 Strategy. They explore how AI has moved from hype to real-world...
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Season 2
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Episode 5
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50:21
Optimizing Alts Data Management | Ryan Eisenman & Kelly Moore, Arch
In this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ryan Eisenman, Co-Founder & CEO of Arch, and Kelly Moore, Executive Director and Head of Strategic A...
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Season 2
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Episode 4
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42:58
Family Wealth Dynamics & Corporate Culture | Whitney Kenter, Glowe Connective
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 2
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Episode 3
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31:22
Democratizing Alternatives for Family Offices | 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 2
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Episode 2
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39:16
Using Tech to Make Marketing Personal at Scale | 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 2
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Episode 1
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39:23
Cybersecurity for Family Offices | Tony Gebely, Annapruna Cybersecurity
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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32:15
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
Global Family Office Insights with Stephen Harris, Family Wealth Report
In this episode, Mark Wickersham discusses with Stephen Harris:Introduction and overview of the Family Wealth ReportThe Importance of Industry AwardsRegional Differences in Family Offices across the Globe
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Season 1
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Episode 6
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38:51
Family Office Data Insights & Trends | Russ D’Argento, FINTRX
In this episode, Mark Wickersham discusses with Russ D’Argento:Introduction and overview of FINTRXAre Family Office less insular since COVIDFounder’s journeyLatest Data InsightsSize and growth of ...
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Season 1
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Episode 5
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34:12
The Family Office Project: People, Process, and Technology | Jon Carroll
In this episode of The WealthTech Podcast, host Mark Wickersham reconnects with industry veteran Jon Carroll, former CEO & founder at Family Office Metrics and now with Jon Carroll & Family. Jon is a longtime lead...
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Season 1
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Episode 4
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44:22
Tech Selection & Implementation Best Practices for Family Offices | Erin Hulse
In this episode, Mark Wickersham discusses with Erin Hulse, CEO & Founder of Deviate Consulting:Founder’s JourneySoftware Selection ProcessImportanc...
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Season 1
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Episode 3
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37:42
Inside the Ecosystem: Family Office Tech, Strategy & Change Management | Sue McDermott, Addepar
Fulfilling the Dream of Best of Breed Tech Stacks for Family Offices: Featuring Susan McDermott, Program Director of Partnerships at AddeparIn this episode Mark Wickersham discuss...
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Season 1
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Episode 1
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32:57