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The WealthTech Podcast

Mark Wickersham

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.

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  • 28 episodes
  • Avg 40 min
  • English

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  • November 3 · 44 min

    AI Agents Are Coming for Your Spreadsheets | Ken Gamskjaer, Aleta

    Ken 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 behind Aleta while he led a large multi-family office in the Nordics. Other family offices asked to buy the software, so he spun it out as a purpose-built platform for investment reporting. Now Ken is in New York City leading Aleta's growth in North America. What you will learn: The family offices tech stack: Connected systems or All-In-One How open APIs and data ownership reduce vendor lock-in Where AI creates value now, from data ingestion to client-owned AI agents When Excel changes from a useful tool into a key person risk How the great wealth transfer and the talent shortage drive modernization About Aleta Aleta is a next-generation wealth platform that integrates advanced data analytics and AI to provide comprehensive wealth management solutions. The platform focuses on delivering holistic, intuitive reports and insights, ensuring wealth managers can manage assets efficiently across multiple currencies and global locations. Aleta.io emphasizes transparency, simplicity, and the integration of impact into financial decision-making, challenging traditional wealth reporting by measuring more than just financial returns. About 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 by 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...

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  • S3 · E23
    October 27 · 37 min

    The Family Office AI Divide: Clean Data Decides Who Wins | Ethan Bonar, CFO Family

    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 why about half of family offices still rely on Excel and the key-man risk that creates. They discuss why family data should stay portable, exportable, and owned by the family. They also cover how AI changes vendor selection, why AI adoption is a governance decision, and why family offices will split into two groups over the next 12 to 18 months. What you will learn Why data ownership and a written vendor exit plan come first Three due diligence questions to ask any AI vendor The most common mistakes firms make when they adopt AI The three layers of a modular family office: governance, data, and advisory team Why clean data decides which firms benefit from AI 📢 Connect with Us: 🔗 Ethan Bonar: https://www.linkedin.com/in/ethanbonar/ 🔗CFO Family: https://cfofamily.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 WealthTech Podcast: https://www.thewealthtechpodcast.com/ About 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 by 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...

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  • S3 · E22
    October 20 · 38 min

    Left of Boom, Right of Boom: A Family Office Cyber Playbook | Matt LaMura

    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 offices and private investment firms. In this episode, Mark and Matt discuss why family offices with large assets attract attackers and why business email compromise keeps working. They cover how left of boom and right of boom thinking shapes a security program. What you will learn Why family offices face “spray and pray” attacks even without a public profile How approval thresholds and tuned Microsoft 365 or Google Workspace settings reduce email fraud risk What left of boom, right of boom, and insurability mean for your program How to vet vendors through a risk lens Why vibe-coded apps and shadow AI need security review How to give AI agents the same guardrails as a new employee Practical tips you can implement now 📢 Connect with Us: 🔗 *Matt LaMura:* https://www.linkedin.com/in/matthew-lamura-mba-58b26149/ 🔗 *Mark Wickersham:* https://www.linkedin.com/in/markwickersham/ 🔗 WealthTech Podcast: https://www.thewealthtechpodcast.com/ About 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 by 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...

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  • S3 · E21
    September 29 · 35 min

    From SMAs to AI: 35 Years of WealthTech Evolution | Cheryl Nash, InvestCloud

    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 portfolios to separately managed accounts, unified managed accounts, and now household-level management. She and Mark dig into why private markets remain stuck in a manual, paper-based world. The conversation turns to AI as a potential equalizer for smaller RIAs and lean family offices, the transformation already underway in client reporting, and the risk of a widening talent gap as younger workers enter a tighter job market. What you will learn: ✅ How the industry moved from SMAs, to UMAs, and household-level management ✅ Why private markets trading still runs on manual, paper-based processes ✅ How AI is becoming an equalizer for smaller RIAs and lean family offices ✅ Where AI is already transforming client reporting and data personalization ✅ Career advice for the next generation entering wealth management ✅ Why representation and mentorship still matter in closing the gender gap in leadership 🎥 Watch on YouTube: https://youtu.be/xjxeYcCZM3E 📢 Connect with Us: 🔗 *Cheryl Nash:* https://www.linkedin.com/in/cherylnash/ 🔗 InvestCloud APL: https://investcloud.com/managed-account-solutions/ 🔗 *Mark Wickersham:* https://www.linkedin.com/in/markwickersham/ 🔗 WealthTech Podcast: https://www.thewealthtechpodcast.com/ About Cheryl Nash Cheryl Nash has spent more than three decades in the wealth management industry and leads the APL business at InvestCloud. Known for her advocacy of diversity and inclusion, Cheryl has held several leadership roles, including CEO at Tegra118 and President of Investment Services at Fiserv. She is dedicated to advancing wealth technology and fostering a strong community in the financial services industry​. About 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 by 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...

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  • S3 · E20
    September 22 · 40 min

    Entity Management: The Hidden Third Pillar of Family Office Tech | Charmaine Tang, ORCA

    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 a crisis forces the issue. Charmaine and Mark also trace the rapid shift in family office attitudes toward AI, from cautious wait-and-see to widespread daily use of tools like Claude, and why clean, reconciled data is the real foundation that determines whether AI delivers value or risk. What you will learn: ✅ How entity management systems such as ORCA fits alongside performance reporting and accounting systems in a family office tech stack ✅ How a "death audit" or key person risk exercise protects a family office from crisis driven decisions ✅ Why family office sentiment on AI shifted so fast, and what that means for governance ✅ How poor data hygiene undermines AI results ✅ Why heavy exposure to private investments and real estate changes a family office's operational needs ✅ What family offices should prioritize now to future-proof their technology over the next three years As always, we end the podcast on a personal note with three questions that have nothing to do with wealthtech. 🎥 Watch on YouTube: https://youtu.be/GTl_51l0_io 📢 Connect with Us: 🔗 *Charmaine Tang:* https://www.linkedin.com/in/charmaine-t/ 🔗 ORCA: https://www.withorca.com/ 🔗 *Mark Wickersham:* https://www.linkedin.com/in/markwickersham/ 🔗 WealthTech Podcast: https://www.thewealthtechpodcast.com/ About Charmaine Tang Charmaine Tang is the CEO of ORCA Americas, a subsidiary of ORCA AG. Charmaine has over 25 years of experience in finance, as an Investment Banker, Private Banker, and Equity Research Analyst at top global firms covering the Tech, Media, and Retail industries. Charmaine is based in Dallas and New York. About ORCA ORCA's Structure Charts, Entity Management and Regulatory Reporting solutions are the easiest, fastest, and most intelligent way to manage tax, legal, and compliance to-dos. We are trusted by family offices, investment companies (PE, VC), trust companies, CPA firms, private client advisors and law firms worldwide. About 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 by 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...

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  • S3 · E19
    September 8 · 47 min

    Private Markets Data: Data-Rich, But Insights-Poor | Alex Goodwin, Bridge

    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 family offices and wealth managers, and what it takes to solve the problem at scale. What You Will Learn: ✅ Why post-trade operations is the biggest unsolved pain point in alts investing ✅ How the alts tech market has evolved through three distinct waves ✅ What "second-mover advantage" means for AI-native platforms ✅ Why DIY AI builds often fail in mission-critical, highly regulated workflows ✅ How firms should prepare their data foundation before layering AI on top ✅ What the future tech stack will look like for family offices As always, we end the podcast on a personal note with three questions that have nothing to do with WealthTech! 🎥 Watch on YouTube: https://youtu.be/Fg7rBihbJcY 📢 Connect with Us: 🔗 *Alex Goodwin:* https://www.linkedin.com/in/alex-goodwin-4267aa91/ 🔗 Bridge: https://www.bridgeinvest.io/ 🔗 *Mark Wickersham:* https://www.linkedin.com/in/markwickersham/ 🔗 WealthTech Podcast: https://www.thewealthtechpodcast.com/ 🔗 Asseta: https://www.asseta.ai/ About Alex Goodwin Alex Goodwin is co-founder and CEO of Bridge. Before founding Bridge, Alex was an investor at Audax Group and Leonard Green & Partners, and Vice President of Corporate Development at Winc, a Bessemer portfolio company. Alex holds degrees from the University of Michigan, Ross and Harvard Business School (Baker Scholar). About Bridge Bridge is eliminating the friction of alternative investment management. Using AI/ML and modern tech to solve critical pain points, we are saving investment allocators time and money, allowing them to spend more time on their business and less time in it. About 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 by 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...

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  • S3 · E18
    September 1 · 43 min

    Family Office Services: Challenges and Best Practices | Christi Van Rite, White River Consultants

    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 shares hard-won lessons from nearly a decade of running an integrative family office. Christi explains why fragmented information is the root cause of most family office breakdowns, and why families need one clear point of coordination instead of scattered advisors working in silos. She walks through how to evaluate outsourced providers on scope clarity, working process, and cultural fit, and why treating a provider as a critical team member changes the outcome. The conversation covers common mistakes advisors make when entering the family office space, the risk of keeping an entire operating system in one person's head, and how to approach technology purchases by starting with the problem, not the product demo. Christi also shares the story behind her own podcast, Family Office Success, and the services families often do not know exist. What you will learn: ✅ Why fragmented information and unclear ownership derail family offices ✅ How to evaluate an outsourced provider on scope, process, and cultural fit ✅ Warning signs that a family office is heading toward chaos ✅ Why keeping key knowledge in one person's head is a hidden risk ✅ How to approach a family office tech stack decision the right way ✅ What advisors get wrong when they expand into family office services As always, we close the podcast on a personal note with three questions that have nothing to do with wealthtech. 🎥 Watch on YouTube: https://youtu.be/GMobnCXFR5M About 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 by 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...

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  • S3 · E17
    August 25 · 32 min

    Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms

    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 when managing dozens of entities: fragmented vendor relationships, unclear roles and responsibilities, and a heavy reliance on spreadsheets and email to track deadlines. Also in this episode: ✅ Why entity compliance mindset has shifted ✅ Where FileForms fits into a broader family office tech stack ✅ Common horror stories that happen without a centralized compliance solution ✅ The current status of the Corporate Transparency Act (CTA) ✅ How AI is being applied inside the FileForms platform ✅ Where the family office industry heading over the next three to five years Mark closes the episode with his signature personal questions, where Frank talks about his surprising background as a film extra, his favorite hidden gems in Fort Lauderdale, and a book recommendation for entrepreneurs heading into 2026. 🎥 Watch on YouTube: https://youtu.be/VOixGfOFtOU 📢 Connect with Us: 🔗 Frank Tumminello: https://www.linkedin.com/in/frank-a-tumminello/ 🔗 FileForms:https://fileforms.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta: https://www.asseta.ai/ 🔗 WealthTech Podcast: https://www.thewealthtechpodcast.com/ About Frank Tumminello Frank is CEO & Co-Founder of FileForms and previously worked in private equity. When not working on growing his business and can be found on the occasional movie set in small parts and as an extra. About FileForms FileForms is your trusted partner for filing regulatory forms and reports. Our platform was built by industry thought leaders with extensive regulatory and financial technology experience to assure we convert complex filing requirements into a streamlined, compliant, white-glove, client experience. About 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 by 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...

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  • S3 · E16
    August 9 · 41 min

    AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi

    Why 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 conversation on what's real and what's noise in wealth tech AI right now. AJ calls himself an "AI realist," and this episode backs that up. He and Mark dig into the CRM versus note-taker debate through a simple lens: every piece of technology is either a giver or a taker, depending on your role in the firm. They also unpack what actually makes something "agentic" versus just another API trigger dressed up in new language, and why AJ thinks DIY vibe-coded tools are a bigger risk to your firm than most people realize (his medical analogy on this one is worth the watch alone). In this episode: ✅ Why Practifi built its own AI-native CRM instead of layering AI onto Salesforce's tools ✅ CRM vs. note-takers: the "giver or taker" framework for who actually benefits ✅ What separates true agentic AI from workflow automation with a new name ✅ Why "I built this over the weekend" should worry every compliance officer ✅ The talent pipeline problem nobody's solving yet And as always we end the podcast on a personal note with three questions that have nothing to do with WealthTech. 🎥 Watch on YouTube: https://youtu.be/ZeaM_-CqDSo 📢 Connect with Us: 🔗 Adrian Johnstone: https://www.linkedin.com/in/adrianjohnstone/ 🔗 Practifi: https://www.practifi.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta AI: https://www.asseta.ai/ 🔗 WealthTech Podcast AI: https://www.thewealthtechpodcast.com/ About Adrian 'AJ' Johnstone Adrian is the Chief Executive Officer of Practifi. For over 20 years, Adrian has worked with advice businesses of all sizes to leverage technology for growth. He believes that technology firms should be partners, not just providers, and that seamlessly integrated platforms are the future of our industry. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into technology trends and best practices for the financial services industry. About Practifi Practifi is the only intelligent CRM built specifically for wealth management firms. Designed to support the way advisory teams actually work, Practifi combines native AI functionality with purpose-built capabilities across client management, business operations, compliance support, and firmwide collaboration. Together, these features help advisory teams streamline operations, surface meaningful insights, and strengthen client relationships without sacrificing the human experience at the center of advice. About 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 by 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...

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  • S3 · E17
    August 2 · 38 min

    Future Proofing The Modern Family Office | Phil Ierardi, TOC-23

    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 look back on family office tech ✅ Best of breed vs. all-in-one platforms vs. major pillars ✅ Future Proofing Your Tech Stack ✅ What it actually takes to service ultra-high-net-worth (UHNW) families ✅ Practical AI adoption advice for family offices ✅ Common mistakes firms make when searching for and selecting new technology As always they end the podcast on a personal note with three questions that have nothing to do with WealthTech. 🎥 Watch on YouTube: https://youtu.be/MHgNyzswBDU About Phil Ierardi Phil is Partner and COO of TOC-23 a boutique multi-family family. A 25 year veteran of the family office industry having sat on both sides of the table helping to found Fidelity's Family Office Service (FFOS) division and as head of sales for Eton Solutions. Phil is based in the south shore of Boston. About TOC-23 TOC-23 is a family office and investment partnership that has five focus service areas – wealth & estate planning, administrative & financial support, concierge & special projects, capital allocation, and direct investments. About 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 by 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...

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  • S3 · E15
    July 20 · 38 min

    What's Changed in Family Office Tech | Sue McDermott, Addepar

    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 ✅ How data quality and integrity have improved ✅ The case against QuickBooks for family offices ✅ Where real progress has been made in the marketplace ✅ Why family offices should treat data ownership and portability as a core part of vendor due diligence ✅ Addepar's AI strategy (Addison), and how it's changing the user experience ✅ The risk of "AI sprawl" And as always we end the podcast on a personal note with three questions that have nothing to do with WealthTech. 🎥 Watch on YouTube: https://youtu.be/ZkH_Ll-_qTc 📢 Connect with Us: 🔗 Sue McDermott: https://www.linkedin.com/in/susan-mcdermott-3277883/ 🔗 Addepar: https://addepar.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta AI: https://www.asseta.ai/ 🔗 WealthTech Podcast AI: https://www.thewealthtechpodcast.com/ About Sue McDermott Susan McDermott is the Sr. Program Director on the Partnership team at Addepar. Sue focuses on partners that offer a range of family office services. Sue has spent the majority of her career in the investment and wealth management fields and has extensive experience in technology and operations management. About Addepar Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 650+ software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore. About 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 by 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...

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  • S3 · E14
    July 13 · 40 min

    AI & The Democratization of Family Offices | Tom Nicholson, Aleta

    On 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 conversation covers why families stay stuck on Excel too long, what makes the COO or CFO role so critical, and the common mistakes new family offices make when standing up their structure. We cover: ✅ The democratization of family offices and the shrinking barrier to entry ✅ Why Excel becomes a liability the longer families rely on it ✅The evolving role of the COO/CFO in a modern family office ✅ Buy vs. build: when to build your own tech, and when not to ✅ Data aggregation challenges across custodians, alternatives, and illiquid assets ✅ Where AI fits (and doesn't) in family office operations ✅ The future of the family office industry over the next five-plus years 🎥 Watch on YouTube: https://youtu.be/uK4DaclrBsI 📢 Connect with Us: 🔗 Thomson Nicholson: https://www.linkedin.com/in/thomaslnicholson/ 🔗 Aleta: https://aleta.io/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta AI: https://www.asseta.ai/ 🔗 WealthTech Podcast AI: https://www.thewealthtechpodcast.com/ About Thomas Nicholson Tom Nicholson is Director of Sales, Americas at Aleta. A decade of hands-on family office experience, including roles at STP Investment Services and inside a single-family office in Philadelphia, shapes his perspective on tech, data, and operations. Based in the Philadelphia area, he mountain bikes when he can and stays current on markets through his favorite podcasts. About Aleta Aleta is purpose-built family office software for forward-thinking families. The Aleta platform delivers an intuitive, verified picture of total wealth for the Principal, deep investment reporting for the teams overseeing the wealth, and an open data layer built for the age of AI. About 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 by 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...

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  • S3 · E13
    June 22 · 33 min

    Family Offices - Who Really Owns Your Data: AI, Data Lakes & Vibe Coding | Collation AI

    Host 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 looks like in 2026. In this episode: ✅ Why the traditional SaaS model is broken for family offices ✅ What it actually means to own your data ✅ Vibe coding ✅ The best-of-breed approach vs. all-in-one platforms ✅ Why the golden age of family offices is just getting started 🎥 Watch on YouTube: https://youtu.be/IJBAzCm4OEc About Collation AI Collation AI provides AI infrastructure that automates reporting, analytics, and workflows for family wealth firms making process improvements and driving business efficiency. About 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 by 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...

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  • S3 · E12
    June 15 · 21 min

    The Scaling Advisor: CRM, AI & Automation | Jeff Rusin, Advisor Tech Partners

    Lessons 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 about scaling advisory firms through smarter systems, not more headcount. In this episode: ✅Why most RIAs are stuck in reactive, manual chaos ✅How to build a CRM that actually works for your firm ✅Workflow automation and SOPs that create consistent client experiences ✅AI note-takers and how they integrate with your CRM ✅Where AI is taking CRM reporting next 🎥 Watch on YouTube: https://youtu.be/G2OVEth4Wrs 📢 Connect with Us: 🔗 Jeff Rusin: https://www.linkedin.com/in/jeffreyrusin/ 🔗 Advisor Tech Partners: https://www.advisortechpartners.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta AI: https://www.asseta.ai/ 🔗 WealthTech Podcast AI: https://www.thewealthtechpodcast.com/ About Advisor Tech Partners Advisor Tech Partners empowers RIAs to streamline their operations, enhance client experiences, and scale effectively with cutting-edge automation solutions. From automating service models and workflows to customizing operational processes, we ensure your firm operates at peak efficiency. About 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 by 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...

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  • S3 · E11
    June 1 · 37 min

    Managing Wealth, Homes, and Households at Scale | Nines

    Your 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 manage their homes, staff, and properties — and why even billionaires are still doing it out of WhatsApp threads and binders. 🎥 Watch on YouTube: https://youtu.be/Yp3Zzx0z8uk In this episode we cover: ✅The "wealth spiral": Why buying a dream home often leads to an unexpected second job managing vendors, staff, and logistics ✅Founder's journey: From Mo's days training billionaires and royal families as a personal trainer, to pivoting multiple times before finding the real problem to solve ✅Why this market was overlooked: Every industry from barbershops to pizzerias has purpose-built software, but the ultra-wealthy were running on spreadsheets ✅Estate manager challenges: Hiring for trust, promoting for the wrong reasons, and why bad staff situations can turn into lawsuits ✅Trends in WealthTech and family office services: Where the industry is headed and what firms are still getting wrong As Always we end the podcast on a personal note with three questions that have nothing to do with WealthTech. About Nines Living Nines is a household management platform built with security and ease of use in mind. Discerning families and family offices use Nines as a centralized household manual and operating system to simplify managing properties, assets, vendors, staff, projects, and more. We also offer in-house estate management support, workshops and consulting — all so families can live with ease. About 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 by 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...

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  • S3 · E10
    May 26 · 31 min

    AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset

    In 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 what it really takes to adopt AI safely, strategically, and effectively inside a wealth management firm. In this episode, we cover: ✅Why giving employees access to approved AI tools is a security best practice ✅ How to build an AI policy that balances experimentation with compliance ✅ The importance of keeping a human in the loop at every stage ✅ How to identify and prioritize AI use cases by starting with real workflow pain points ✅ The future of the advisor-client relationship in an AI-driven world 🎥 Watch on YouTube: https://youtu.be/wl_Ohv_SF6Q About Dr. Kelly Wagman Kelly brings a rare combination of deep technical expertise — a PhD in computer science from the University of Chicago, research at MIT, and enterprise product experience at Microsoft — and applies it to one of the most complex and relationship-driven industries in the world. About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning* multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success. *Disclosures related to awards, recognitions, and rankings: https://cressetcapital.com/about/rankings-and-awards/ **Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results. Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For full list of Cresset subsidiaries and controlled affiliates, please see here: https://cressetcapital.com/about/rankings-and-awards/ About 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 by 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...

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  • S3 · E10
    May 20 · 34 min

    Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek

    Modernizing 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 really happens behind the scenes of family office operations. Danielle shares how she transitioned from the vendor side to running a family office, the realities of small teams managing big complexity, and the ongoing debate between all-in-one versus best-of-breed technology. It’s a candid, practical look at modernization, automation, and leadership in the evolving family office ecosystem. 🎥 Watch on YouTube: https://youtu.be/00h1DXNMytQ About 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 by 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...

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  • S3 · E9
    April 29 · 46 min

    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 discuss how AI is transforming the advisor t ech stack from meeting notes to client growth. 🎥 Watch on YouTube: https://youtu.be/jVFIzE88HrU In this episode, we cover: ✅How AI is saving advisors 5–10+ hours per week ✅Why structured data is critical to advisor workflows ✅Note Taking CRM integrations and workflows ✅AI guardrails, compliance, and privacy best practices ✅How firms can scale personalization with AI ✅What the future advisor business model looks like About Mark Gilbert Mark Gilbert is the Founder & CEO of Zocks, an AI-powered platform helping financial advisors automate administrative work, improve client engagement, and grow their businesses. *About Zocks* Zocks is the AI Assistant for financial services. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting notes, forms, intake and account opening forms, tailored client emails, and more. About 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 by 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...

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  • S3 · E8
    April 21 · 30 min

    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 evolving cyber threat landscape—and what family offices must do to protect themselves. With over 57% of family offices experiencing cyberattacks and many still lacking dedicated security budgets, the risks are higher than ever. From AI-powered phishing and deepfakes to real-world wire fraud cases, this conversation dives into the tactics cybercriminals are using—and how to defend against them. 🔑 What You’ll Learn: ✅ Why family offices are prime targets for cybercriminals ✅ The rise of AI-driven attacks like deepfakes and social engineering ✅ Common (and costly) cybersecurity mistakes ✅ Best practices: MFA, incident response plans, and risk assessments ✅ How to evaluate third-party vendors (SOC 2 Type II explained) ✅ The truth about cybersecurity insurance ✅ Real-world story of a multi-million dollar wire fraud 🎥 Watch on YouTube: https://youtu.be/vVbT357aUY0 📢 Connect with Us: 🔗 Warren Finkel: https://www.linkedin.com/in/warrenfinkel/ 🔗 Omega Systems: http://www.omegasystemscorp.com 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta AI: https://www.asseta.ai/ About Warren Finkel As Managing Director of Omega Systems' Northeast Region, Warren Finkel leverages decades of experience and deep-rooted relationships within the financial services sector. Prior to Omega's acquisition of ACE IT Solutions in 2022, where he founded and served as leader for 14 years, Warren cultivated a reputation for delivering exceptional, bespoke IT solutions to family offices, private equity firms, hedge funds, RIAs, and alternative asset firms. About Omega Systems Omega Systems delivers award-winning managed IT services, cybersecurity risk management, cloud/application hosting and managed IT compliance services to modern businesses in search of robust, secure and professional support. About 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 by 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...

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  • S3 · E7
    April 6 · 48 min

    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 ready In this episode of The WealthTech Podcast , Host Mark Wickersham sits down with John O’Connell, Founder of The Oasis Group, to break down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive. 🔑 What You’ll Learn: ✅ Why bad data = bad AI outcomes (and how to fix it) ✅ Why firms need to own their data ✅ The shift from AI tools → AI agents → digital workers ✅ How to think about AI adoption, compliance, and ROI ✅ Why integration and workflows will make or break your tech stack 🎥 Watch on YouTube: https://youtu.be/ArQ63f2wPWo 📢 Connect with Us: 🔗 John O'Connell: https://www.linkedin.com/in/johnokoconnell/ 🔗 The Oasis Group: https://theoasisgrp.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/ 🔗 Asseta AI: https://www.asseta.ai/ About John O'Connell John is a thought leader in AI, best practice workflows, WealthTech, data, and cybersecurity in the wealth management market. I am a keynote speaker at numerous industry conferences about AI, technology, and sales. I've written a bestselling book and has been in the FinServ and FinTech spaces for over 3 decades. John's hobbies include tabletop gaming, completing puzzles or models, xBox gaming, or just reading a great book when not at work. About The Oasis Group The Oasis Group assists enterprise RIAs, RIA Aggregators, Broker-Dealers, Trust Organizations, and Family Offices solve their most complex growth challenges. We bring best practice workflows, the industry's leading AI knowledge, and deep experience in wealth technology, data, and cybersecurity to our customers. Our thought leadership includes our award winning research, AI WealthTech Map, 170,000+ subscriber newsletter, twice monthly webinars, and my articles in industry publications. Please check out my firm at www.TheOasisGrp.com and my book at . About 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 by 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. About 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 by 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...

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