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The WealthTech Podcast

Mark Wickersham

26 episodes

2 days ago

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...

Show more...

Episodes (20/26)

The WealthTech Podcast

Bridging The Data Gap | Ryan Kerry, Knowledger

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...

4 days ago

30 minutes

The WealthTech Podcast

Leveraging Tech to Engage the Next Gen | Arnaud de Coninck, Trusted Family

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...

2 weeks ago

40 minutes

The WealthTech Podcast

The State of Wealth Management Technology | Michael Rose, Cerulli Associates

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...

3 weeks ago

44 minutes

The WealthTech Podcast

The Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice

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...

1 month ago

53 minutes

The WealthTech Podcast

Agentic AI and the Future of WealthTech | Dr. Sindhu Joseph

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...

1 month ago

50 minutes

The WealthTech Podcast

Rethinking Family Office Tech : Change Management to AI | Kent Lawson FOX

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...

2 months ago

44 minutes

The WealthTech Podcast

Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner

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...

2 months ago

37 minutes

The WealthTech Podcast

You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors

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...

2 months ago

57 minutes

The WealthTech Podcast

From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE

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...

3 months ago

35 minutes

The WealthTech Podcast

Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory

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...

3 months ago

51 minutes

The WealthTech Podcast

Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners

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...

4 months ago

38 minutes

The WealthTech Podcast

Frustration to Innovation: Fixing Family Office Software | Alex Lin SumIt

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 · &...

4 months ago

39 minutes

The WealthTech Podcast

M & A Minefields: What Advisors Miss in Tech Integrations | Linda Bready

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...

4 months ago

45 minutes

The WealthTech Podcast

What the Data Says: WealthTech Spending Trends Survey Insights | Chris Bendtsen, Celent

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...

5 months ago

26 minutes

The WealthTech Podcast

AI, Big Data and the Upcoming WealthTech Revolution | Doug Fritz & Michael Perez, F2 Strategy

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...

5 months ago

50 minutes

The WealthTech Podcast

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. ...

6 months ago

42 minutes

The WealthTech Podcast

Family Wealth Dynamics & Corporate Culture | Whitney Kenter, Glowe Connective

On this episode of The WealthTech Podcast, host Mark Wickersham sits down with Whitney Kenter of Glowe Connective to explore the human side of wealth management and family dynamics. Whitney brings decades of experience from her career in wealth management, where she honed her focus on family dynamics, communication, and generational differences. In this candid conversation, she explains how her work evolved from traditional financial planning to addressing the real challenges faced by familie...

6 months ago

31 minutes

The WealthTech Podcast

Democratizing Alternatives for Family Offices | Jacob Miller, Opto

Jacob Miller, Co-Founder Opto Investments, discusses with Mark Wickersham, Host of The WealthTech Podcast, the evolving landscape of private markets and the democratization of alternative investments for wealth managers. Drawing on his extensive background in finance—from his time at Bridgewater to co-founding Opto—Jacob thoughtfully lays out how technology is transforming the traditional world of private markets, making them more accessible and efficient. The conversation highlights the crit...

6 months ago

39 minutes

The WealthTech Podcast

Using Tech to Make Marketing Personal at Scale | April Rudin

In this episode, Mark Wickersham sits down with April Rudin, the founder and CEO of The Rudin Group, to discuss the importance of modernizing financial services brands to appeal to younger generations. April shares her journey of starting the Rudin Group in 2008 during the financial crisis and how she saw a market opportunity to help firms modernize their brands. Throughout the conversation, April highlights key trends for 2025, including the need for personalization over mass appeal and leve...

7 months ago

39 minutes

The WealthTech Podcast

Cybersecurity for Family Offices | Tony Gebely, Annapruna Cybersecurity

Cybersecurity for Family Offices: Protecting Wealth in the Digital Age In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Tony Gebely, founder of Annapurna Cybersecurity Advisors to discuss the critical cybersecurity challenges facing family offices and ultra-high-net-worth families. Key Topics Covered: Why family offices are prime targets for cyber threatsThe biggest cybersecurity mistakes that families makeHow to build a comprehensive cybersecurity p...

7 months ago

32 minutes