Where will the Family Office Industry be in Five Years | Kartik Srinivasan, Advyzon

In this episode of ‪@TheWealthTechPodcast‬, Mark Wickersham discusses with Kartik Srinivasan, President Advyzon Institutional how AI is reshaping family office operations. Kartik explains why firms will be able to scale with leaner teams, how agentic AI will automate core back-office tasks, and why the barrier to launching a single-family office is dropping.

We also explore the need to modernize outdated tech stacks, the growing cybersecurity pressures driven by AI, and why the industry may be entering a new “golden era” of efficiency and expanded services.

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🎧 Listen here: https://www.buzzsprout.com/2392677/ep...

📢 Connect with Us:
🔗 Kartik Srinivasan:   / srinivasankartik  
🔗 Auria: https://auriaplatform.com/
🔗 Mark Wickersham:   / markwickersham  

About Kartik Srinivasan
Kartik is President of Advyzon Institutional where he is responsible for developing capabilities to serve the needs of wealth managers serving HNW and UHNW clients. Prior to joining Advyzon, Kartik spent seven years at Schwab where he served as Managing Director of 3rd Party Integrations and Partnerships. Kartik started his professional career at Morningstar, where is served for 12 years in a variety of roles in the advisor software business.

About Advyzon's Auria
Built on Advyzon's proven technology foundation, and elevated with enhanced features and an elegant interface, Auria unifies complex data and sophisticated capabilities in a platform designed specifically for ultra-high-net-worth family offices. By providing a single source of truth for all family wealth data, Auria eliminates fragmentation, simplifying management and empowering family offices with the clarity they need to make informed decisions. The integration of Advyzon's architecture directly addresses the unique challenges of managing significant wealth and Auria sets a new standard for family office technology.

About The WealthTech Podcast
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.

The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.

Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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