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. Each episode Mark interviews the movers and shakers in the wealth management industry sharing their years of experience and insights into the topics that are important to the industry.
The WealthTech Podcast is brought to you with the generous support of Risclarity. Risclarity fills in the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth individuals and families.
Episodes
8 episodes
Cybersecurity for Family Offices, ft. Tony Gebely & Carl Knecht
Cybersecurity for Family Offices: Protecting Wealth in the Digital AgeIn this episode of The WealthTech Podcast, host Mark Wickersham sits down with
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Season 1
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Episode 10
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42:00
Navigating Family Office Tech: Innovation & Change, ft. Rick Higgins & Carl Knecht
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 ado...
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Season 1
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Episode 9
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35:12
Global Family Office Insights with Stephen Harris, Family Wealth Report
In this episode, Mark Wickersham discusses with Stephen Harris:Introduction and overview of the Family Wealth ReportThe Importance of Industry AwardsRegional Differences in Family Offices across the Globe
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Season 1
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Episode 8
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38:51
Family Office Data Insights & Trends, Featuring Russ D’Argento FINTRX
In this episode, Mark Wickersham discusses with Russ D’Argento:Introduction and overview of FINTRXAre Family Office less insular since COVIDFounder’s journeyLatest Data InsightsSize and growth of ...
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Season 1
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Episode 7
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35:00
Current and Future State of The Family Office Industry, with Jon Carroll & Liz Loulan
In this episode, Mark Wickersham discusses with Jon Carroll and Liz Loulan:Rumors of Jon’s RetirementThe Family Office ProjectAbout Jon Carroll + FamilyReputational RiskValue of Using a Consultant...
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Season 1
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Episode 6
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46:34
Technology Selection and Implementation Best Practices for Family Offices, featuring Erin Hulse
In this episode, Mark Wickersham discusses with Erin Hulse:Founder’s JourneySoftware Selection ProcessImportance of Use Cases when evaluating technology...
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Season 1
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Episode 5
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46:35
Digital Client Engagement and Transformation for Family Offices: Featuring Bill Wyman of Summitas
Mark Wickersham sits down with Bill Wyman, President of Summitas to discuss digital engagement and transformation for family offices, covering the following topics:Keys to Client Digital AdoptionTop Three Digital Engagement...
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Season 1
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Episode 4
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37:11
Fulfilling the Dream of Best of Breed Technology for Family Offices with Sue McDermott of Addepar
Fulfilling the Dream of Best of Breed Tech Stacks for Family Offices: Featuring Susan McDermott, Program Director of Partnerships at AddeparIn this episode Mark Wickersham discuss...
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Season 1
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Episode 3
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35:33