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.
Hosts:
Update frequency:
every 11 days
Average audio length:
40 minutes
Guest interviews
English
United States
54 episodes
since Oct. 8, 2024
episodic
LATEST EPISODE 🔗
Ethan 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 data sovereignty, vendor due diligence, and the future of family office technology.
In this episode, Ethan and Mark explain…
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Search past episodes of The WealthTech Podcast.
PREVIOUS EPISODES 🔗
Matt 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 compromise, shadow AI, and rogue AI agents. Fort is a discreet cybersecurity firm that works almost exclusively with family…
Cheryl 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 the industry.Cheryl walks through the milestones that built today's wealth tech stack, from single-security portfoli…
Charmaine 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 covers the "death audit," a tabletop exercise family offices run to prepare for the loss of a key person before …
Alex 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 The WealthTech Podcast.This episode breaks down why alternative investments create such heavy operational burdens for fa…
The 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 office operations, outsourcing, and technology decisions for ultra-high-net-worth families on The WealthTech Podcast. Christi …
In 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 entity state and federal filing requirements.Frank and Mark dig into the operational chaos that many family offices face wh…
Why Your Advisor's 'Weekend AI Project' Should Worry ComplianceHost Mark Wickersham sits down with Adrian "AJ" Johnstone, Co-Founder and CEO of Practifi for a candid conversation on what's real and what's noise in wealth tech AI right now.AJ calls himself an "…
Phil 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 family office technology landscape has evolved and where it's headed on The WealthTech Podcast.
Together they cover:✅ A…
Host 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 "best-of-breed" mentality has evolved into a hub-and-spoke model✅ The persistent IBOR-to-ABOR data challenges …
Disclaimer: The podcast and artwork embedded on this page are from Mark Wickersham, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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