The WealthTech Podcast

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 frictio...

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 reporting How to mod...

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 Make CRM Data Management The 7 Keys Pillars to...

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  ✅ Why...

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...

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...

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. Mic...

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 cha...

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 wo...

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...

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, Apr...

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 threats The bigge...

In this episode of The WealthTech podcast, host Mark Wickersham discusses with Rick Higgins and Carl Knecht the evolving technology landscape in the family wealth space. They explore key topics such as the importance of iterative technology adoption, the best-of-breed vs. all-in-one approach, and common mistakes firms make when upgrading their tech stacks. The discussion highlights challenges like...

In this episode, Mark Wickersham discusses with Stephen Harris: Introduction and overview of the  Family Wealth Report The Importance of Industry Awards Regional Differences in Family Offices across the Globe Technology Adoption by Region Family Office Struggles with Talent Acquisition & Retention The Future of Family Offices and the Impact of Next Gen Will Arsenal win it all About Stephen Har...

In this episode, Mark Wickersham discusses with Russ D’Argento: Introduction and overview of FINTRX Are Family Office less insular since COVID Founder’s journey Latest Data Insights Size and growth of family office markets Investment and technology trends being driven by next gen How being a college athlete impacted his career Will the Red Sox ever be good again  🎥 Watch on YouTube About Russ D’A...

In this episode of The WealthTech Podcast , host Mark Wickersham reconnects with industry veteran Jon Carroll , former CEO & founder at Family Office Metrics and now with Jon Carroll & Family. J on is a longtime leader in the family office space. Together, they explore: The launch of The Family Office Project and Jon’s mission to give back to the community through shared knowledge and cont...

In this episode, Mark Wickersham discusses with Erin Hulse, CEO & Founder of Deviate Consulting: Founder’s Journey Software Selection Process Importance of Use Cases when evaluating technology Sales Process vs Product Fit All-in-one vs Best of Breed How firms can better prepare for technology Increasing the odds of success with tech implementations Family Offices love of Excel and QuickBooks F...

Fulfilling the Dream of Best of Breed Tech Stacks for Family Offices: Featuring Susan McDermott, Program Director of Partnerships at Addepar In this episode Mark Wickersham discusses with Sue McDermott:  Ecosystem Match Making Best in Breed vs. All-In-One Why Family Offices Love QuickBooks and Excel Common Technology Mistakes Family Offices Make Tech Trends in Family Wealth Increasing the Odds wit...