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 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.
Episodes
In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Gareth Lewis, Founder and Co-Chief Executive at Delio, about the state of private markets technology today and the infrastructure that will be needed if the market continues to grow.
Gareth explains why the industry’s first wave focused on product access and point solutions, and why the next phase is about something deeper: infrastructure, operatin...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Shaun Parkin, founder of Hall Road Investments and the voice behind The Family Office Sherpa.
Shaun shares a candid, experience-driven look at why many family offices struggle with governance, technology, and change management—and how small “workarounds” often create long-term risk, inefficiency, and technical debt.
Drawing on his work advising single-fami...
About Parker Ence
Parker Ence is the CEO and Co-founder of Jump AI, the leading Advisor AI solution for financial advisors. Parker is a 4x technology CEO with experience in fintech, data, AI and briefly at Google Cloud AI.
Parker received an MBA from Stanford Graduate School of Business and a bachelors in Economics from the University of Utah.
About Jump Advisor AI
Jump is the industry’s leading advisor AI solution, enabling registere...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kartik Srinivasan, President of the Advyzon Institutional.
Kartik shares why Advyzon expanded into the family office segment, what makes Auria different, and how purpose-built workflows, entity modeling, and deeply integrated CRM capabilities are transforming how UHNW firms operate. From the challenges of best-of-breed tech stacks to the hidden costs of ...
In this episode of Mark Wickersham sits down with Michael Thrasher, Founder of Modus News, to unpack why independent media matters in the family office ecosystem.
Michael shares his founder journey from Institutional Investor to launching a bootstrapped newsletter built for family offices—not about them. The conversation explores the shifting media landscape, the attention economy, accountability journalism, and how techn...
AI, Data, and the Modern Family Office
In this episode of The WealthTech Podcast, Mark Wickersham sits down with Dean Palmiter, CEO and Co-Founder of Asseta AI, to explore how AI, purpose-built accounting, and unified data architecture are reshaping the modern family office.
Dean shares how Asseta AI is redefining the accounting core for multi-entity family offices, solving a long-standing challenge — fragmented data, spreadsheets, a...
The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs.
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Charles Anselm, CEO and Co-Founder of OSYTE, an AI-enabled multi-asset investment and liquidity management platform built for the world’s most sophisticated allocators — family offices, outsourced CIOs, and institutional LPs.
Charles shares how his expe...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the general ledger.
Ryan shares his journey from founding Accusource to building Knowledger and dives into practical insights on outsourcing strategy, vendor selection, and the trade-offs between all-in-one and best-of-breed ...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Arnaud de Coninck, Chief Revenue Officer at Trusted Family, to explore how multigenerational families are using technology to strengthen governance, communication, and engagement.
Arnaud shares the story behind Trusted Family — a platform built by and for family businesses — and explains how it helps over 200 families across 30 countries operate more effi...
What’s the state of wealth management technology in 2025?
In this episode, Mark Wickersham sits down with Michael Rose, Director of Wealth Management Research at Cerulli Associates, to unpack the latest research and trends shaping the industry.
We cover:
✅ The current state of U.S. wealth management technology
✅ Why CRM and digital marketing tools remain underutilized
✅ Integration challenges facing advisors and firms...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kendra Thompson, founder of Epok Advice and venture partner at Alpha Tech Partners. With over 25 years in wealth management, Kendra shares her unique perspective on where the industry is heading—and how technology, data, and AI are reshaping the future of advice.
Kendra dives into:
- The shift from app-based tools to flexible, data-first and AI-driven pl...
In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Dr. Sindhu Joseph, Founder & CEO of CogniCor, and a true pioneer in artificial intelligence for financial services. With a PhD in AI, over 20 years of experience, and multiple patents, Sindhu has been at the forefront of building practical AI applications long before large language models hit the mainstream.
She shares her founder’s journey—from growing ...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kent Lawson, Chief Operating Officer at Family Office Exchange (FOX), to explore how family offices are navigating technology transformation. Kent shares insights from years of working on both the family office and vendor side—shedding light on the real challenges around technology adoption, the importance of change management, and why selecting the righ...
What if your family had an owner’s manual?
In the latest episode of The WealthTech Podcast, we sit down with Josh Kanter—family wealth executive turned fintech founder of leafplanner—to explore the personal story that inspired him to build a tool that helps families preserve and share critical knowledge across generations.
Josh shares:
✅ Why information—not just data—is the missing piece in wealth transfer
✅ How leafplanner h...
In this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ray DiNunzio, Partner at TOS Advisors, for an in-depth conversation on how family offices can radically improve operational efficiency through technology and intentional design.
Ray shares the origin story of TOS Advisors and how his experience building TOS Advisors led to a bold realization: most family offices are overburdened by administrative complexity, po...
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Rafay Farooqui, Founder & CEO of SUBSCRIBE, to explore how his company is transforming the infrastructure of private markets. Rafay shares how SUBSCRIBE is streamlining investor onboarding to private funds through its innovative “investor passport” and end-to-end workflow platform to tackle the long-standing friction in alternative investment operati...
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 fall short for family offic...
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...
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