The WealthTech Podcast
By Mark Wickersham
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Episodes: 41
Description
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.
| Episode | Date |
|---|---|
|
Managing Wealth, Homes, and Households at Scale | Nines
|
Jun 01, 2026 |
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AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset
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May 26, 2026 |
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Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek
|
May 20, 2026 |
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How AI is Rewiring the Advisor Tech Stack | Mark Gilbert, Zocks
|
Apr 29, 2026 |
|
Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems
|
Apr 21, 2026 |
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WealthTech Innovation: AI, Data and How It All Comes Together | John O'Connell, The Oasis Group
|
Apr 06, 2026 |
|
From Excel Chaos to AI: The Evolution of Alts Data Management | Michael Muniz & Dennis Mangalindan
|
Mar 23, 2026 |
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Talent, Trust, and the Future of Family Offices | Brian Adams, Mack International
|
Mar 03, 2026 |
|
Digitizing Private Markets: Infrastructure, AI, and the Road Ahead | Gareth Lewis, Delio
|
Feb 13, 2026 |
|
Every Family Office Needs a Sherpa | Shaun Parkin, Hall Road Investments
|
Feb 02, 2026 |
|
AI: Advisor Replacement or Ironman Suit | Parker Ence, Jump AI
|
Jan 19, 2026 |
|
AI, Alternatives, and Automation: The Future of WealthTech | Kartik Srinivasan, Advyzon
|
Jan 11, 2026 |
|
Inside Story of the Family Office Tech Boom | Michael Thrasher, Modus News
|
Dec 15, 2025 |
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Drowning in Data - Can AI Save Family Offices | Dean Palmiter, Asseta AI
|
Dec 08, 2025 |
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Generative to Agentic AI: Next Frontier in LP Investment Management | Charles Anselm, OSYTE
|
Nov 11, 2025 |
|
Bridging The Data Gap | Ryan Kerry, Knowledger
|
Oct 29, 2025 |
|
Leveraging Tech to Engage the Next Gen | Arnaud de Coninck, Trusted Family
|
Oct 18, 2025 |
|
The State of Wealth Management Technology | Michael Rose, Cerulli Associates
|
Oct 09, 2025 |
|
The Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice
|
Sep 29, 2025 |
|
Agentic AI and the Future of WealthTech | Dr. Sindhu Joseph
|
Sep 17, 2025 |
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Rethinking Family Office Tech : Change Management to AI | Kent Lawson FOX
|
Sep 02, 2025 |
|
Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner
|
Aug 20, 2025 |
|
You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors
|
Aug 06, 2025 |
|
From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE
|
Jul 24, 2025 |
|
Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory
|
Jul 10, 2025 |
|
Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners
|
Jun 27, 2025 |
|
Frustration to Innovation: Fixing Family Office Software | Alex Lin SumIt
|
Jun 16, 2025 |
|
M & A Minefields: What Advisors Miss in Tech Integrations | Linda Bready
|
Jun 09, 2025 |
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What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent
|
May 19, 2025 |
|
AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy
|
May 08, 2025 |
|
Optimizing Alts Data Management | Ryan Eisenman & Kelly Moore, Arch
|
Apr 28, 2025 |
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Family Wealth Dynamics & Corporate Culture | Whitney Kenter, Glowe Connective
|
Apr 15, 2025 |
|
Democratizing Alternatives for Family Offices | Jacob Miller, Opto
|
Apr 07, 2025 |
|
Using Tech to Make Marketing Personal at Scale | April Rudin
|
Mar 25, 2025 |
|
Cybersecurity for Family Offices | Tony Gebely, Annapruna Cybersecurity
|
Mar 10, 2025 |
|
Navigating Family Office Tech: Innovation & Change, ft. Rick Higgins & Carl Knecht
|
Feb 14, 2025 |
|
Global Trends in Family Offices: Insights from Stephen Harris of Family Wealth Report
|
Jan 28, 2025 |
|
Family Office Data Insights & Trends | Russ D’Argento, FINTRX
|
Jan 02, 2025 |
|
The Family Office Project: People, Process, and Technology | Jon Carroll
|
Dec 13, 2024 |
|
Tech Selection & Implementation Best Practices for Family Offices | Erin Hulse
|
Nov 19, 2024 |
|
Inside the Ecosystem: Family Office Tech, Strategy & Change Management | Sue McDermott, Addepar
|
Oct 08, 2024 |