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 challenge — fragmented data, spreadsheets, and legacy systems that simply weren’t built for the complexity of private wealth. They dive into the difference between AI hype and true AI-native architecture, why good data is the oxygen for meaningful AI outcomes, and how the future of family office technology will blend platform strength with open ecosystem integration. Dean also opens up about his founder journey, from two people and 150,000 lines of code to dozens of family offices. 🎥 Watch on YouTube: https://lnkd.in/eQuPG_XF About Dean Palmiter Dean Palmiter is the CEO and Co-Founder of Asseta AI, The Intelligent Family Office Suite™, transforming how wealth organizations manage relationships, data, and decisions. With a background spanning technology, finance, and sales, Dean brings a multidisciplinary perspective to modernizing the private wealth ecosystem. About Asseta AI Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. For more information, visit www.asseta.ai About The WealthTech Podcast: 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 by 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 representatio...
