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 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.
The Inside Story of the Family Office Tech Boom | Michael Thrasher, Modus News
Will AI Cause Family Offices to Modernize | Dean Palmiter, Asseta AI
How Family Offices Can Prepare for AI | Dean Palmiter, Asseta AI
Drowning in Data - Can AI Save Family Offices? | Dean Palmiter, Asseta AI
Family Office Global Trends & Insighst | Stephen Harris, Family Wealth Report
Agentic AI: The Next Frontier in LP Investing | Charles Anselm, OSYTE
The LP Dilemma: Best of Breed or All-In-One | Charles Anselm, OSYTE
Key Outsourcing Considerations for Family Offices | Ryan Kerry, Knowledger
How Family Offices can Bridge the Data Gap | Ryan Kerry, Knowledger
How Families Can Better Prepare The Next Gen | Arnaud de Coninck, Trusted Family
Using Technology to Engage Next Gen | Arnaud de Coninck, Trusted Family
What is the State of Wealth Management Technology in 2025 | Michael Rose, Cerulli Associates
State of Wealth Management Technology | Michael Rose, Cerulli Associates
How Advisors can better serve Women | Kendra Thompson, Epok Advice
What is the Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice
Agentic AI and Future of Wealthtech | Sindhu Joseph, CogniCor
What are the Biggest Tech Trends Shaping Family Offices | Kent Lawson
How Family Offices Can Improve Tech Selection (It’s Not the Software!) | Kent Lawson
How Family Offices Can Achieve Data Independence | Chris Dickson RSM US LLP
Rethinking Family Office Tech : Change Management to AI | Kent Lawson, FOX
The Family Office Project: People, Process, and Technology | Jon Carroll
The “Owner’s Manual” for Your Family’s Wealth | Josh Kanter, leafplanner
What Impact AI Will Have on Family Offices | Ray DiNunzio, TOS Advisors
How Family Offices Cannot Out-Software Bad Processes | Ray DiNunzio, TOS Advisors
State of Alts in Wealth Management | Rafay Farooqui, SUBSCRIBE
From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE
AI & Family Offices: Are We Still in Early Stages | Chris Dickson, RSM US LLP
Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP
Cybersecurity for Family Offices | Tony Gebely, Annapurna Cybersecurity Advisors
Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting