The WealthTech Podcast

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 t...

 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 vers...

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 ...

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 ...

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 conve...

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Mike Muniz, Chief Strategy Officer at Canoe Intelligence, and Dennis Mangalindan, Director of Family Office Sales, to discuss one of the most persistent operational challenges in the family office world: managing alternative investment data.

Together they explore how technology, AI, and automation are transforming the way family offices manage private mar...

What does it really take to build, staff, and modernize a family office?

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Brian Adams, Partner at Mack International, to explore the people side of family offices.

Brian shares insights from working with single-family offices across the country, helping them hire C-suite leaders and navigate one of the biggest constraints in the industry: fi...

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, oper...

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 ad...

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Parker Ence, CEO and Co-Founder of Jump, to explore how AI is transforming the advisor meeting lifecycle—from preparation to follow-up and beyond.

Parker shares Jump’s founder journey, why advisor meeting notes became one of the fastest-adopted AI use cases in wealth management, and how advisors are reclaiming 1–3 hours per day b...

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 cost...

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 ...

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, spreadshe...

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 sh...

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-...

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 opera...

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 fa...

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-dri...

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—f...