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. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you with the generous support of Asseta AI.
ABOUT ASSETA AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
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
38 episodes
How AI is Rewiring the Advisor Tech Stack | Mark Gilbert, Zocks
Artificial intelligence is rapidly reshaping wealth management, and few areas are seeing bigger gains than advisor productivity. Host Mark Wickersham sits down with Mark Gilbert, Co-Founder & CEO of Zocks, to di...
Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems
What are the Cybersecurity Best Practices for Family Offices?In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Warren Finkel of Omega Systems to break down the rapidly evol...
WealthTech Innovation: AI, Data and How It All Comes Together | John O'Connell, The Oasis Group
AI is moving fast in wealth management, but most Advisors still aren’t readyIn this episode of The WealthTech Podcast , Host Mark Wickersham sits do...
From Excel Chaos to AI: The Evolution of Alts Data Management | Michael Muniz & Dennis Mangalindan
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Mike Muniz, Chief Strategy Officer at Canoe Intelligence, and Dennis Mangalindan, Director of Family Office Sales, to discuss one of the ...
Talent, Trust, and the Future of Family Offices | Brian Adams, Mack International
What does it really take to build, staff, and modernize a family office?In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Brian Adams, Partner at Mack International, to explore the people side of fami...
Digitizing Private Markets: Infrastructure, AI, and the Road Ahead | Gareth Lewis, Delio
In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Gareth Lewis, Founder and Co-Chief Executive at Delio, about the state of private markets technology today and the infrastructure that will be needed if the market cont...
Every Family Office Needs a Sherpa | Shaun Parkin, Hall Road Investments
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Shaun Parkin, founder of Hall Road Investments and the voice behind The Family Office Sherpa.Shaun shares a candid, experience-d...
AI: Advisor Replacement or Ironman Suit | Parker Ence, Jump AI
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Parker Ence, CEO and Co-Founder of Jump, to explore how AI is transforming the advisor meeting lifecycle—from preparation to follow-up and beyond.Parker shar...
AI, Alternatives, and Automation: The Future of WealthTech | Kartik Srinivasan, Advyzon
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kartik Srinivasan, President of the Advyzon Institutional. Kartik shares why Advyzon expanded into the family office segment, what makes ...
Inside Story of the Family Office Tech Boom | Michael Thrasher, Modus News
In this episode of Mark Wickersham sits down with Michael Thrasher, Founder of Modus News, to unpack why independent media matters in the family office ecosystem. Michael shares his founder journey from Institu...
Drowning in Data - Can AI Save Family Offices | Dean Palmiter, Asseta AI
AI, Data, and the Modern Family OfficeIn this episode of The WealthTech Podcast, Mark Wickersham sits down with Dean Palmiter, CEO and Co-Founder of Asseta AI, to explore how AI, purpose-built accounting, and ...
Generative to Agentic AI: Next Frontier in LP Investment Management | Charles Anselm, OSYTE
The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs.In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Charles Anselm, CEO and...
Bridging The Data Gap | Ryan Kerry, Knowledger
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the...
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...
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...
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...
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...
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...
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 ...
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...
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...
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, ...
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...