The WealthTech Podcast
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About
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 AIAsseta 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 mod...
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Recent episodes
- Private Markets Data: Data-Rich, But Insights-Poor | Alex Goodwin, Bridge
- Family Office Services: Challenges and Best Practices | Christi Van Rite, White River Consultants
- Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms
- AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi
- Future Proofing The Modern Family Office | Phil Ierardi, TOC-23
- What's Changed in Family Office Tech | Sue McDermott, Addepar
- AI & The Democratization of Family Offices | Tom Nicholson, Aleta
- Family Offices - Who Really Owns Your Data: AI, Data Lakes & Vibe Coding | Collation AI
- The Scaling Advisor: CRM, AI & Automation | Jeff Rusin, Advisor Tech Partners
- Managing Wealth, Homes, and Households at Scale | Nines