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 weak integrations, Kartik offers a candid look at what t...

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 technology (including AI) is reshaping family office operations withou...

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, and legacy systems that simply weren’t built for the complexi...

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 experience as Head of Portfolio Management at a $5B OCIO le...

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 technology. He also unpacks the complexities of data aggregat...

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 efficiently, communicate securely, and prepare the next generatio...

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 ✅ How AI is beginning to transform advisor ef...

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 platforms.How the delivery of financial advice must evolve to meet...

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 up in India and seeing firsthand the impacts of wealth dispar...

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 right tools begins with understanding the family’s long-term visio...

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 helps families prepare for succession, not just react to it ✅ What ad...

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, poor process design, and underwhelming tech stacks. Drawing ins...

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 operations. The conversation dives into the evolution of automation a...

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 reportingHow to modernize legacy systems without losing institutional knowledgeWhere AI fits into the data conversation—a...

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 MakeCRM Data ManagementThe 7 Keys Pillars to a CRMHow AI is impacting the advisor tech stackHow Advisors can use technology to better communi...

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 · &...

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 advisors need to know to avoid the common pitfalls. The discussio...

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 comes to technology, where client experience is headed, and wha...

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 modernizing from paper-heavy processes to sophisticated digital...

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 managers face when tracking and organizing private investments. ...