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...
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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...
Optimizing Alts Data Management | Ryan Eisenman & Kelly Moore, Arch
The WealthTech Podcast
42 minutes
6 months ago
Optimizing Alts Data Management | Ryan Eisenman & Kelly Moore, Arch
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. ...
The WealthTech Podcast
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...
