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. Each episode Mark interviews the movers and shakers in the wealth management industry sharing their years of experience and insights into the topics that are important to the industry. The podcast is produce by Brad Oliver. The WealthTech Podcast is brought to you with the generous support of Risclarity. Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families. 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
In this episode of The WealthTech Podcast, host Mark Wickersham talks with Chris Dickson, National Senior Manager at RSM Family Office Enterprise Advisory. We dive deep into how family offices can evolve their data, technology, and operating models for the modern age.
🎯 Chris shares a front-line perspective on:
- Why family offices must treat data as infrastructure, not just reporting
- How to modernize legacy systems without losing ...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Sue Cheema, Chief Information Officer at Elite Consulting Partners. Sue is know of a Jedi Master of the CRM. Sue shares her years of experience in working with Advisors to optimize important application. Together they discuss:
- Common Technology Issues and Mistakes Firms Make
- CRM Data Management
- The 7 Keys Pillars to a CRM
- How AI is impacting the advisor...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Alexandre Lin, Co-Founder and CEO of SumIt. Alex created SumIt from his experience in working within his family business and the short comings he had with the accounting tools available. Together, they discuss:
· Alex’s founder journey
· The importance of building software specifically for family offices
· Why retail software fa...
What really happens when advisory firms merge—and the tech doesn’t play nice?
In this episode of The WealthTech Podcast, Mark Wickersham sits down with Linda Bready for a candid conversation about the real-world challenges advisors face during M&A activity and post-deal integration. With decades of experience navigating complex tech ecosystems, Linda shares her frontline perspective on why so many integrations fail—and what advi...
Turning Data into Direction: WealthTech Survey Insights with Chris Bendtsen
In this episode of The WealthTech Podcast, Mark Wickersham sits down with Chris Bendtsen, Senior Analysts Wealth Technology at Celent, to dig into their latest wealth management technology survey. It's always get exciting when there’s real data behind the conversation—and Chris brings just that.
We unpack what firms are actually prioritizing when it com...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Doug Fritz and Michael Perez of F2 Strategy. They explore how AI has moved from hype to real-world adoption, particularly in areas like automated note-taking, client communications, and document processing. The discussion also highlights the increasing role of AI agents and the operational efficiencies they unlock. Michael shares how family offices are m...
In this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ryan Eisenman, Co-Founder & CEO of Arch, and Kelly Moore, Executive Director and Head of Strategic Accounts at Arch. Together, they explore how technology is transforming wealth management operations, enhancing efficiency, and redefining how firms manage alternative investments.
Ryan and Kelly share insights into the challenges family offices and wealth man...
On this episode of The WealthTech Podcast, host Mark Wickersham sits down with Whitney Kenter of Glowe Connective to explore the human side of wealth management and family dynamics. Whitney brings decades of experience from her career in wealth management, where she honed her focus on family dynamics, communication, and generational differences. In this candid conversation, she explains how her work evolved from traditional financi...
Jacob Miller, Co-Founder Opto Investments, discusses with Mark Wickersham, Host of The WealthTech Podcast, the evolving landscape of private markets and the democratization of alternative investments for wealth managers.
Drawing on his extensive background in finance—from his time at Bridgewater to co-founding Opto—Jacob thoughtfully lays out how technology is transforming the traditional world of private markets, making them more a...
In this episode, Mark Wickersham sits down with April Rudin, the founder and CEO of The Rudin Group, to discuss the importance of modernizing financial services brands to appeal to younger generations. April shares her journey of starting the Rudin Group in 2008 during the financial crisis and how she saw a market opportunity to help firms modernize their brands.
Throughout the conversation, April highlights key trends for 2025, inc...
Cybersecurity for Family Offices: Protecting Wealth in the Digital Age
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Tony Gebely, founder of Annapurna Cybersecurity Advisors, and Carl Knecht, CTO & President of Risclarity, to discuss the critical cybersecurity challenges facing family offices and ultra-high-net-worth families.
Key Topics Covered:
- Why family offices are prime tar...
In this episode of The WealthTech podcast, host Mark Wickersham discusses with Rick Higgins and Carl Knecht the evolving technology landscape in the family wealth space. They explore key topics such as the importance of iterative technology adoption, the best-of-breed vs. all-in-one approach, and common mistakes firms make when upgrading their tech stacks.
The discussion highlights challenges like data integration, cyberse...
In this episode, Mark Wickersham discusses with Stephen Harris:
- Introduction and overview of the Family Wealth Report
- The Importance of Industry Awards
- Regional Differences in Family Offices across the Globe
- Technology Adoption by Region
- Family Office Struggles with Talent Acquisition & Retention
- The Future of Family Offices and the Impact of Next Gen
- Will Arsenal win it all
About Stephen Harris
Stephen Harris is the...
In this episode, Mark Wickersham discusses with Russ D’Argento:
- Introduction and overview of FINTRX
- Are Family Office less insular since COVID
- Founder’s journey
- Latest Data Insights
- Size and growth of family office markets
- Investment and technology trends being driven by next gen
- How being a college athlete impacted his career
- Will the Red Sox ever be good again
About Russ D’Argento
Russ D’Argento is the Fou...
In this episode, Mark Wickersham discusses with Jon Carroll and Liz Loulan:
- Rumors of Jon’s Retirement
- The Family Office Project
- About Jon Carroll + Family
- Reputational Risk
- Value of Using a Consultant
- When Family Offices Should Outsource
- The Importance of Benchmarking
- Technology Trends
- Arch of the MFO Industry
- Personal Travel Questions
About Jon Carroll
Jon Carroll is a family office expert and veteran who has spent over 30...
In this episode, Mark Wickersham discusses with Erin Hulse, CEO & Founder of Deviate Consulting:
- Founder’s Journey
- Software Selection Process
- Importance of Use Cases when evaluating technology
- Sales Process vs Product Fit
- All-in-one vs Best of Breed
- How firms can better prepare for technology
- Increasing the odds of success with tech implementations
- Family Offices love of Excel and QuickBooks
- Favorite Travel Locations
Mark Wickersham sits down with Bill Wyman, President of Summitas to discuss digital engagement and transformation for family offices, covering the following topics:
- Keys to Client Digital Adoption
- Top Three Digital Engagement Issues Firms Are Looking to Solve
- All-In-One vs. Best in Breed
- Common Technology Mistakes Family Offices Make
- Client Digital Engagement Adoption & Change Management
- Digital Experience Expectations of the...
Fulfilling the Dream of Best of Breed Tech Stacks for Family Offices: Featuring Susan McDermott, Program Director of Partnerships at Addepar
In this episode Mark Wickersham discusses with Sue McDermott:
- Ecosystem Match Making
- Best in Breed vs. All-In-One
- Why Family Offices Love QuickBooks and Excel
- Common Technology Mistakes Family Offices Make
- Tech Trends in Family Wealth
- Increasing the Odds with Change Management
🎥 ...
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