The WealthTech Podcast

Mark Wickersham
  • 5.0 (1)
  • Technology
  • Updated Weekly

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.

  1. Sep 29

    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 turns to AI as a potential equalizer for smaller RIAs and lean family offices, the transformation already underway in client reporting, and the risk of a widening talent gap as younger workers enter a tighter job market.  What you will learn: ✅ How the industry moved from SMAs, to UMAs, and household-level management ✅ Why private markets trading still runs on manual, paper-based processes ✅ How AI is becoming an equalizer for smaller RIAs and lean family offices ✅ Where AI is already transforming client reporting and data personalization ✅ Career advice for the next generation entering wealth management ✅ Why representation and mentorship still matter in closing the gender gap in leadership  🎥 Watch on YouTube: https://youtu.be/xjxeYcCZM3E 📢 Connect with Us: 🔗 *Cheryl Nash:* https://www.linkedin.com/in/cherylnash/ 🔗 InvestCloud APL: https://investcloud.com/managed-account-solutions/ 🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/   🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/ About Cheryl Nash Cheryl Nash has spent more than three decades in the wealth management industry and leads the APL business at InvestCloud. Known for her advocacy of diversity and inclusion, Cheryl has held several leadership roles, including CEO at Tegra118 and President of Investment Services at Fiserv. She is dedicated to advancing wealth technology and fostering a strong community in the financial services industry​. 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 representations as...

  2. Sep 22

    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, reconciled data is the real foundation that determines whether AI delivers value or risk. What you will learn: ✅ How entity management systems such as ORCA fits alongside performance reporting and accounting systems in a family office tech stack ✅ How a "death audit" or key person risk exercise protects a family office from crisis driven decisions ✅ Why family office sentiment on AI shifted so fast, and what that means for governance ✅ How poor data hygiene undermines AI results ✅ Why heavy exposure to private investments and real estate changes a family office's operational needs ✅ What family offices should prioritize now to future-proof their technology over the next three years As always, we end the podcast on a personal note with three questions that have nothing to do with wealthtech. 🎥 Watch on YouTube: https://youtu.be/GTl_51l0_io 📢 Connect with Us: 🔗 *Charmaine Tang:* https://www.linkedin.com/in/charmaine-t/ 🔗 ORCA: https://www.withorca.com/ 🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/   🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/ About Charmaine Tang Charmaine Tang is the CEO of ORCA Americas, a subsidiary of ORCA AG. Charmaine has over 25 years of experience in finance, as an Investment Banker, Private Banker, and Equity Research Analyst at top global firms covering the Tech, Media, and Retail industries.  Charmaine is based in Dallas and New York. About ORCA ORCA's Structure Charts, Entity Management and Regulatory Reporting solutions are the easiest, fastest, and most intelligent way to manage tax, legal, and compliance to-dos.  We are trusted by family offices, investment companies (PE, VC), trust companies, CPA firms, private client advisors and law firms worldwide. 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 representations as...

  3. Sep 8

    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 alts tech market has evolved through three distinct waves ✅ What "second-mover advantage" means for AI-native platforms ✅ Why DIY AI builds often fail in mission-critical, highly regulated workflows ✅ How firms should prepare their data foundation before layering AI on top ✅ What the future tech stack will look like for family offices As always, we end the podcast on a personal note with three questions that have nothing to do with WealthTech! 🎥 Watch on YouTube: https://youtu.be/Fg7rBihbJcY 📢 Connect with Us: 🔗 *Alex Goodwin:* https://www.linkedin.com/in/alex-goodwin-4267aa91/ 🔗 Bridge: https://www.bridgeinvest.io/ 🔗 *Mark Wickersham:*  https://www.linkedin.com/in/markwickersham/  🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/ 🔗 Asseta:  https://www.asseta.ai/ About Alex Goodwin Alex Goodwin is co-founder and CEO of Bridge. Before founding Bridge, Alex was an investor at Audax Group and Leonard Green & Partners, and Vice President of Corporate Development at Winc, a Bessemer portfolio company. Alex holds degrees from the University of Michigan, Ross and Harvard Business School (Baker Scholar). About Bridge Bridge is eliminating the friction of alternative investment management.  Using AI/ML and modern tech to solve critical pain points, we are saving investment allocators time and money, allowing them to spend more time on their business and less time in it. 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 representations as...

  4. Sep 1

    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 families need one clear point of coordination instead of scattered advisors working in silos. She walks through how to evaluate outsourced providers on scope clarity, working process, and cultural fit, and why treating a provider as a critical team member changes the outcome. The conversation covers common mistakes advisors make when entering the family office space, the risk of keeping an entire operating system in one person's head, and how to approach technology purchases by starting with the problem, not the product demo.  Christi also shares the story behind her own podcast, Family Office Success, and the services families often do not know exist. What you will learn: ✅ Why fragmented information and unclear ownership derail family offices ✅ How to evaluate an outsourced provider on scope, process, and cultural fit ✅ Warning signs that a family office is heading toward chaos ✅ Why keeping key knowledge in one person's head is a hidden risk ✅ How to approach a family office tech stack decision the right way ✅ What advisors get wrong when they expand into family office services As always, we close the podcast on a personal note with three questions that have nothing to do with wealthtech. 🎥 Watch on YouTube: https://youtu.be/GMobnCXFR5M 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 representations as...

  5. Aug 25

    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: ✅ Why entity compliance mindset has shifted  ✅ Where FileForms fits into a broader family office tech stack  ✅ Common horror stories that happen without a centralized compliance solution ✅ The current status of the Corporate Transparency Act (CTA)  ✅ How AI is being applied inside the FileForms platform  ✅ Where the family office industry heading over the next three to five years  Mark closes the episode with his signature personal questions, where Frank talks about his surprising background as a film extra, his favorite hidden gems in Fort Lauderdale, and a book recommendation for entrepreneurs heading into 2026. 🎥 Watch on YouTube: https://youtu.be/VOixGfOFtOU 📢 Connect with Us: 🔗 Frank Tumminello: https://www.linkedin.com/in/frank-a-tumminello/ 🔗 FileForms:https://fileforms.com/ 🔗 Mark Wickersham: https://www.linkedin.com/in/markwickersham/  🔗 Asseta:  https://www.asseta.ai/ 🔗 WealthTech Podcast:  https://www.thewealthtechpodcast.com/ About Frank Tumminello Frank is CEO & Co-Founder of FileForms and previously worked in private equity. When not working on growing his business and can be found on the occasional movie set in small parts and as an extra. About FileForms FileForms is your trusted partner for filing regulatory forms and reports. Our platform was built by industry thought leaders with extensive regulatory and financial technology experience to assure we convert complex filing requirements into a streamlined, compliant, white-glove, client experience. 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 representations as...

  6. Aug 9

    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 what actually makes something "agentic" versus just another API trigger dressed up in new language, and why AJ thinks DIY vibe-coded tools are a bigger risk to your firm than most people realize (his medical analogy on this one is worth the watch alone). In this episode: ✅ Why Practifi built its own AI-native CRM instead of layering AI onto Salesforce's tools ✅ CRM vs. note-takers: the "giver or taker" framework for who actually benefits ✅ What separates true agentic AI from workflow automation with a new name ✅ Why "I built this over the weekend" should worry every compliance officer ✅ The talent pipeline problem nobody's solving yet And as always we end the podcast on a personal note with three questions that have nothing to do with WealthTech. 🎥 Watch on YouTube: https://youtu.be/ZeaM_-CqDSo 📢 Connect with Us: 🔗 Adrian Johnstone: https://www.linkedin.com/in/adrianjohnstone/ 🔗 Practifi: https://www.practifi.com/ 🔗 Mark Wickersham:  https://www.linkedin.com/in/markwickersham/  🔗 Asseta AI:  https://www.asseta.ai/ 🔗 WealthTech Podcast AI:  https://www.thewealthtechpodcast.com/ About Adrian 'AJ' Johnstone Adrian is the Chief Executive Officer of Practifi. For over 20 years, Adrian has worked with advice businesses of all sizes to leverage technology for growth. He believes that technology firms should be partners, not just providers, and that seamlessly integrated platforms are the future of our industry. A regular presenter at industry events in Australia and the United States, Adrian offers deep insight into technology trends and best practices for the financial services industry. About Practifi Practifi is the only intelligent CRM built specifically for wealth management firms. Designed to support the way advisory teams actually work, Practifi combines native AI functionality with purpose-built capabilities across client management, business operations, compliance support, and firmwide collaboration. Together, these features help advisory teams streamline operations, surface meaningful insights, and strengthen client relationships without sacrificing the human experience at the center of advice. 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 representations as...

  7. Aug 2

    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 ✅ Practical AI adoption advice for family offices ✅ Common mistakes firms make when searching for and selecting new technology  As always they end the podcast on a personal note with three questions that have nothing to do with WealthTech. 🎥 Watch on YouTube: https://youtu.be/MHgNyzswBDU About Phil Ierardi Phil is Partner and COO of TOC-23 a boutique multi-family family. A 25 year veteran of the family office industry having sat on both sides of the table helping to found Fidelity's Family Office Service (FFOS) division and as head of sales for Eton Solutions. Phil is based in the south shore of Boston. About TOC-23 TOC-23 is a family office and investment partnership that has five focus service areas – wealth & estate planning, administrative & financial support, concierge & special projects, capital allocation, and direct investments. 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 representations as...

  8. Jul 20

    What's Changed in Family Office Tech | Sue McDermott, Addepar

    Host Mark Wickersham brings back Sue McDermott of Addepar to revisit the state of family office technology and dig into what's actually changed. This episode covers: ✅ Why the "best-of-breed" mentality has evolved into a hub-and-spoke model ✅ The persistent IBOR-to-ABOR data challenges  ✅ How data quality and integrity have improved ✅ The case against QuickBooks for family offices  ✅ Where real progress has been made in the marketplace ✅ Why family offices should treat data ownership and portability as a core part of vendor due diligence ✅ Addepar's AI strategy (Addison), and how it's changing the user experience ✅ The risk of "AI sprawl"  And as always we end the podcast on a personal note with three questions that have nothing to do with WealthTech. 🎥 Watch on YouTube: https://youtu.be/ZkH_Ll-_qTc 📢 Connect with Us: 🔗 Sue McDermott: https://www.linkedin.com/in/susan-mcdermott-3277883/ 🔗 Addepar: https://addepar.com/ 🔗 Mark Wickersham:  https://www.linkedin.com/in/markwickersham/  🔗 Asseta AI:  https://www.asseta.ai/ 🔗 WealthTech Podcast AI:  https://www.thewealthtechpodcast.com/ About Sue McDermott Susan McDermott is the Sr. Program Director on the Partnership team at Addepar. Sue focuses on partners that offer a range of family office services. Sue has spent the majority of her career in the investment and wealth management fields and has extensive experience in technology and operations management. About Addepar Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows.  More than 1,400 firms in 60 countries use Addepar to manage and advise on $9 trillion in assets. Its open platform integrates with 650+ software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, São Paulo and Singapore. 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 representations as...

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About

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.

Information

  • Creator
    Mark Wickersham
  • Years Active
    2024 - 2026
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © 2026 The WealthTech Podcast
  • Show Website
    The WealthTech Podcast

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