The WealthTech Podcast | Podcast Guru

Details

The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver. DISCLAIMER The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors. The WealthTech Podcast makes no representations as to the accuracy or completeness of any information shared and assumes no liability for any errors or omissions.

Recent Episodes

The Family Office AI Divide: Clean Data Decides Who Wins | Ethan Bonar, CFO Family

Ethan Bonar, Founder and CEO of CFO Family, joins host Mark Wickersham to explain why family offices must own and clean their data before they adopt AI. Mark and Ethan discuss data sovereignty, vendor due diligence, and the future of family office technology. In this episode, Ethan and Mark explain why about half of family offices still rely on Excel and the key-man risk that creates. They discuss why family data should stay portable, exportable, and owned by the family. They also cover how A...

37 MIN

Left of Boom, Right of Boom: A Family Office Cyber Playbook | Matt LaMura

Matt LaMura, Founder of a Private Cybersecurity Concierge, joins Host Mark Wickersham on The WealthTech Podcast to explain how family offices can defend against business email compromise, shadow AI, and rogue AI agents. Fort is a discreet cybersecurity firm that works almost exclusively with family offices and private investment firms. In this episode, Mark and Matt discuss why family offices with large assets attract attackers and why business email compromise keeps working. They cover...

38 MIN

From SMAs to AI: 35 Years of WealthTech Evolution | Cheryl Nash, InvestCloud

Cheryl Nash, President of APL at InvestCloud, joins Mark Wickersham to trace 35 years of wealth management evolution and explain why alternative investments and AI are reshaping the industry. Cheryl walks through the milestones that built today's wealth tech stack, from single-security portfolios to separately managed accounts, unified managed accounts, and now household-level management. She and Mark dig into why private markets remain stuck in a manual, paper-based world. The conversation ...

35 MIN

Entity Management: The Hidden Third Pillar of Family Office Tech | Charmaine Tang, ORCA

Charmaine Tang, CEO of ORCA Americas, joins Host Mark Wickersham to discuss the hidden operational risks inside modern family offices on The WealthTech Podcast. The conversation covers the "death audit," a tabletop exercise family offices run to prepare for the loss of a key person before a crisis forces the issue. Charmaine and Mark also trace the rapid shift in family office attitudes toward AI, from cautious wait-and-see to widespread daily use of tools like Claude, and why clean, reconci...

40 MIN

Private Markets Data: Data-Rich, But Insights-Poor | Alex Goodwin, Bridge

Alex Goodwin, CEO and Co-Founder of Bridge, joins Host Mark Wickersham to discuss how AI-native technology is transforming post-trade operations for private market investments on The WealthTech Podcast. This episode breaks down why alternative investments create such heavy operational burdens for family offices and wealth managers, and what it takes to solve the problem at scale. What You Will Learn: ✅ Why post-trade operations is the biggest unsolved pain point in alts investing ✅ How the ...

47 MIN