The WealthTech Podcast | Podcast Guru

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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. The WealthTech Podcast is brought to you with the generous support of Asseta AI. ABOUT ASSETA AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. To learn more please visit www.asseta.ai 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.

Недавние эпизоды

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 МИН

Family Office Services: Challenges and Best Practices | Christi Van Rite, White River Consultants

The Hidden Risks in Family Office Services (And How to Avoid Them) Christi Van Rite, Founder and CEO of White River Consultants, joins Host Mark Wickersham to discuss family office operations, outsourcing, and technology decisions for ultra-high-net-worth families on The WealthTech Podcast. Christi shares hard-won lessons from nearly a decade of running an integrative family office. Christi explains why fragmented information is the root cause of most family office breakdowns, and why famil...

43 МИН

25 АВГ, 2026

Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms

In this episode of Host Mark Wickersham sits down with Frank Tumminello, CEO and Co-Founder of FileForms, a software platform built to help family offices stay compliant with entity state and federal filing requirements. Frank and Mark dig into the operational chaos that many family offices face when managing dozens of entities: fragmented vendor relationships, unclear roles and responsibilities, and a heavy reliance on spreadsheets and email to track deadlines. Also in this episode: ...

32 МИН

AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi

Why Your Advisor's 'Weekend AI Project' Should Worry Compliance Host Mark Wickersham sits down with Adrian "AJ" Johnstone, Co-Founder and CEO of Practifi for a candid conversation on what's real and what's noise in wealth tech AI right now. AJ calls himself an "AI realist," and this episode backs that up. He and Mark dig into the CRM versus note-taker debate through a simple lens: every piece of technology is either a giver or a taker, depending on your role in the firm. They also unpack wh...

41 МИН

Future Proofing The Modern Family Office | Phil Ierardi, TOC-23

Phil Ierardi, Co-Founder of multi-family office TOC-23 and 25-year veteran of Fidelity Family Office Services and Eton Solutions, joins host Mark Wickersham to unpack how the family office technology landscape has evolved and where it's headed on The WealthTech Podcast. Together they cover: ✅ A look back on family office tech ✅ Best of breed vs. all-in-one platforms vs. major pillars ✅ Future Proofing Your Tech Stack ✅ What it actually takes to service ultra-high-net-worth (UHNW) families ✅ P...

38 МИН