The WealthTech Podcast
by Mark Wickersham
Latest episode
AI Agents Are Coming for Your Spreadsheets | Ken Gamskjaer, Aleta
AI Agents Are Coming for Your Spreadsheets | Ken Gamskjaer, Aleta
About this 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.
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
The newest 20 of 55 episodes
- AI Agents Are Coming for Your Spreadsheets | Ken Gamskjaer, Aleta · 44 minKen Gamskjaer, CEO and co-founder of Aleta, joins The WealthTech Podcast to explain how AI agents and open APIs are changing family office technology. Ken built the technology…
- The Family Office AI Divide: Clean Data Decides Who Wins | Ethan Bonar, CFO Family · 38 min · Season 3 Episode 23Ethan Bonar, Founder and CEO of CFO Family, joins host Mark Wickersham to explain why family offices must own and clean their data before they adopt AI. Mark and Ethan discuss…
- Left of Boom, Right of Boom: A Family Office Cyber Playbook | Matt LaMura · 38 min · Season 3 Episode 22Matt LaMura, Founder of a Private Cybersecurity Concierge, joins Host Mark Wickersham on The WealthTech Podcast to explain how family offices can defend against business email…
- From SMAs to AI: 35 Years of WealthTech Evolution | Cheryl Nash, InvestCloud · 35 min · Season 3 Episode 21Cheryl Nash, President of APL at InvestCloud, joins Mark Wickersham to trace 35 years of wealth management evolution and explain why alternative investments and AI are reshaping…
- Entity Management: The Hidden Third Pillar of Family Office Tech | Charmaine Tang, ORCA · 40 min · Season 3 Episode 20Charmaine Tang, CEO of ORCA Americas, joins Host Mark Wickersham to discuss the hidden operational risks inside modern family offices on The WealthTech Podcast. The conversation…
- Private Markets Data: Data-Rich, But Insights-Poor | Alex Goodwin, Bridge · 47 min · Season 3 Episode 19Alex Goodwin, CEO and Co-Founder of Bridge, joins Host Mark Wickersham to discuss how AI-native technology is transforming post-trade operations for private market investments on…
- Family Office Services: Challenges and Best Practices | Christi Van Rite, White River Consultants · 44 min · Season 3 Episode 18The Hidden Risks in Family Office Services (And How to Avoid Them) Christi Van Rite, Founder and CEO of White River Consultants, joins Host Mark Wickersham to discuss family…
- Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms · 32 min · Season 3 Episode 17In this episode of Host Mark Wickersham sits down with Frank Tumminello, CEO and Co-Founder of FileForms, a software platform built to help family offices stay compliant with…
- AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi · 41 min · Season 3 Episode 16Why Your Advisor's 'Weekend AI Project' Should Worry Compliance Host Mark Wickersham sits down with Adrian "AJ" Johnstone, Co-Founder and CEO of Practifi for a candid…
- Future Proofing The Modern Family Office | Phil Ierardi, TOC-23 · 39 min · Season 3 Episode 17Phil Ierardi, Co-Founder of multi-family office TOC-23 and 25-year veteran of Fidelity Family Office Services and Eton Solutions, joins host Mark Wickersham to unpack how the…
- What's Changed in Family Office Tech | Sue McDermott, Addepar · 38 min · Season 3 Episode 15Host Mark Wickersham brings back Sue McDermott of Addepar to revisit the state of family office technology and dig into what's actually changed. This episode covers: ✅ Why the…
- AI & The Democratization of Family Offices | Tom Nicholson, Aleta · 41 min · Season 3 Episode 14On this episode of Host Mark Wickersham sits down with Tom Nicholson of Aleta to unpack the democratization of family offices and what it takes to run one well today. The…
- Family Offices - Who Really Owns Your Data: AI, Data Lakes & Vibe Coding | Collation AI · 33 min · Season 3 Episode 13Host Mark Wickersham sits down with Tanmai Sharma (Founder & CEO) and Sinan Biren (CRO) of Collation AI to dig into what a truly modern tech stack for family offices and RIAs…
- The Scaling Advisor: CRM, AI & Automation | Jeff Rusin, Advisor Tech Partners · 22 min · Season 3 Episode 12Lessons learned on how advisory firms can scale through smarter systems vs bodies. Host Mark Wickersham sits down with Jeff Rusin, Co-Founder of Advisor Tech Partners, to talk…
- Managing Wealth, Homes, and Households at Scale | Nines · 38 min · Season 3 Episode 11Your host Mark Wickersham is joined with Jacco de Bruijn and Mohamed Elzomor, co-founders of Nines. Jacco and Mohamed pull back the curtain on how ultra-high-net-worth families…
- AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset · 31 min · Season 3 Episode 10In this episode of host Mark Wickersham, Director of Startegic Partnerships at Asseta AI, sits down with Kelly Wagman, Director of AI Strategy at Cresset. Together they explore…
- Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek · 34 min · Season 3 Episode 10Modernizing the Family Office Without Losing the Personal Touch In this episode, Mark Wickersham sits down with Danielle Klimek, COO of a single-family office, to explore what…
- How AI is Rewiring the Advisor Tech Stack | Mark Gilbert, Zocks · 46 min · Season 3 Episode 9Artificial intelligence is rapidly reshaping wealth management, and few areas are seeing bigger gains than advisor productivity. Host Mark Wickersham sits down with Mark Gilbert…
- Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems · 31 min · Season 3 Episode 8What 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…
- WealthTech Innovation: AI, Data and How It All Comes Together | John O'Connell, The Oasis Group · 48 min · Season 3 Episode 7AI is moving fast in wealth management, but most Advisors still aren’t ready In this episode of The WealthTech Podcast , Host Mark Wickersham sits down with John O’Connell…
