The WealthTech Podcast

Host Mark Wickersham sits down with Tanmai Sharma (Founder & CEO) and Sinan Biren (CRO) of Collation A I to dig into what a truly modern tech stack for family offices and RIAs looks like in 2026. In this episode: ✅ Why the traditional SaaS model is broken for family offices ✅ What it actually means to own your data ✅ Vibe coding ✅ The best-of-breed approach vs. all-in-one platforms ✅ Why...

Lessons learned on how advisory firms can scale through smarter systems vs bodies. Host Mark Wickersham sits down with Jeff Rusin , Co-Founder of Advisor Tech Partners , to talk about scaling advisory firms through smarter systems, not more headcount. In this episode: ✅Why most RIAs are stuck in reactive, manual chaos ✅How to build a CRM that actually works for your firm ✅Workflow automation an...

Your host Mark Wickersham is joined with Jacco de Bruijn and Mohamed Elzomor , co-founders of Nines . Jacco and Mohamed pull back the curtain on how ultra-high-net-worth families manage their homes, staff, and properties — and why even billionaires are still doing it out of WhatsApp threads and binders. 🎥 Watch on YouTube : https://youtu.be/Yp3Zzx0z8uk In this episode we cover: ✅ The "wealt...

In this episode of  host Mark Wickersham, Director of Startegic Partnerships at Asseta AI, sits down with Kelly Wagman, Director of AI Strategy at Cresset. Together they explore what it really takes to adopt AI safely, strategically, and effectively inside a wealth management firm. In this episode, we cover: ✅Why giving employees access to approved AI tools is a security best practice ✅ How to b...

 Modernizing the Family Office Without Losing the Personal Touch   In this episode, Mark Wickersham sits down with Danielle Klimek , COO of a single-family office, to explore what really happens behind the scenes of family office operations. Danielle shares how she transitioned from the vendor side to running a family office, the realities of small teams managing big complexity, and the ongoing de...

Artificial intelligence is rapidly reshaping wealth management, and few areas are seeing bigger gains than advisor productivity. Host Mark Wickersham sits down with Mark Gilbert , Co-Founder & CEO of Zocks , to discuss how AI is transforming the advisor t ech stack from meeting notes to client growth. 🎥 Watch on YouTube : https://youtu.be/jVFIzE88HrU In this episode, we cover: ✅How AI is sav...

What are the Cybersecurity Best Practices for Family Offices? In this episode of The WealthTech Podcast , host Mark Wickersham sits down with Warren Finkel of Omega Systems to break down the rapidly evolving cyber threat landscape—and what family offices must do to protect themselves. With over 57% of family offices experiencing cyberattacks and many still lacking dedicated security budgets, the r...

AI is moving fast in wealth management, but most Advisors still aren’t ready In this episode of The WealthTech Podcast , Host Mark Wickersham sits down with John O’Connell, Founder of The Oasis Group , to break down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure.  From dirty data and disconnected systems to the rise of AI-first platforms, this conver...

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Mike Muniz, Chief Strategy Officer at Canoe Intelligence , and Dennis Mangalindan , Director of Family Office Sales, to discuss one of the most persistent operational challenges in the family office world: managing alternative investment data. Together they explore how technology, AI, and automation are transforming the...

What does it really take to build, staff, and modernize a family office? In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Brian Adams, Partner at Mack International, to explore the people side of family offices. Brian shares insights from working with single-family offices across the country, helping them hire C-suite leaders and navigate one of the biggest constraint...

In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Gareth Lewis, Founder and Co-Chief Executive at Delio, about the state of private markets technology today and the infrastructure that will be needed if the market continues to grow. Gareth explains why the industry’s first wave focused on product access and point solutions, and why the next phase is about something deeper...

In this episode of The WealthTech Podcast , host Mark Wickersham sits down with Shaun Parkin , founder of Hall Road Investments and the voice behind The Family Office Sherpa . Shaun shares a candid, experience-driven look at why many family offices struggle with governance, technology, and change management—and how small “workarounds” often create long-term risk, inefficiency, and technical debt....

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Parker Ence, CEO and Co-Founder of Jump, to explore how AI is transforming the advisor meeting lifecycle—from preparation to follow-up and beyond. Parker shares Jump’s founder journey, why advisor meeting notes became one of the fastest-adopted AI use cases in wealth management, and how advisors are reclaiming 1–3 hours...

In this episode of The WealthTech Podcast , host Mark Wickersham sits down with Kartik Srinivasan , President of the Advyzon Institutional.  Kartik shares why Advyzon expanded into the family office segment, what makes Auria different, and how purpose-built workflows, entity modeling, and deeply integrated CRM capabilities are transforming how UHNW firms operate. From the challenges of best-of-bre...

In this episode of Mark Wickersham sits down with Michael Thrasher , Founder of Modus News , to unpack why independent media matters in the family office ecosystem.  Michael shares his founder journey from Institutional Investor to launching a bootstrapped newsletter built for family offices—not about them. The conversation explores the shifting media landscape, the attention economy, accountabili...

AI, Data, and the Modern Family Office In this episode of The WealthTech Podcast, Mark Wickersham sits down with Dean Palmiter , CEO and Co-Founder of Asseta AI , to explore how AI, purpose-built accounting, and unified data architecture are reshaping the modern family office. Dean shares how Asseta AI is redefining the accounting core for multi-entity family offices, solving a long-standing chall...

The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs. In this episode of The WealthTech Podcast , host Mark Wickersham sits down with Charles Anselm , CEO and Co-Founder of OSYTE , an AI-enabled multi-asset investment and liquidity management platform built for the world’s most sophisticated allocators — family offices, outsourced CIOs, and institu...

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-off...

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 familie...

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 challen...

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 f...

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 share...

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...

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 weal...

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 overburd...