Drowning in Data - Can AI Save Family Offices? | Dean Palmiter, Asseta AI

AI, Data, and the Modern Family Office

In this episode of ‪@TheWealthTechPodcast‬, Mark Wickersham sits down with Dean Palmiter, CEO and Co-Founder of Asseta AI to explore how AI and Data are reshaping the modern family office.

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🔗 Dean Palmiter:   / deanpalmiter1  
🔗 Asseta AI:   / assetaai  
🔗 Mark Wickersham:   / markwickersham  

(Time Stamps)
00:00 Podcast Introduction
00:48 Guest Introduction & Asseta AI Overview
02:05 How New Funding will Support Vision
05:22 Dean's Founders Journey
10:41 Biggest Surprise Founding a Company
14:44 Family Office Data Problem
19:02 Data Problem AI Can't Solve
28:25 Forces at Work Modernizing the Family Office
33:52 AI & Privacy - What Family Offices Should Consider
38:51 Future of The Family Office
44:04 Three Questions That Have Nothing to Do with WealthTech

About Dean Palmiter
Dean Palmiter is the CEO and Co-Founder of Asseta AI, The Intelligent Family Office Suite™, transforming how wealth organizations manage relationships, data, and decisions. With a background spanning technology, finance, and sales, Dean brings a multidisciplinary perspective to modernizing the private wealth ecosystem.

About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation.

For more information, visit www.asseta.ai

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.