Mark Wickersham

The WealthTech Podcast

Tune in for insightful discussions on family office technology and practices, featuring industry leaders sharing their expertise and experiences in wealth management.

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Bridging The Data Gap | Ryan Kerry, Knowledger

S2 E19 • 30 mins • Oct 29, 2025

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Recent Episodes

Oct 29, 2025

Bridging The Data Gap | Ryan Kerry, Knowledger

S2 E19 • 30 mins

Oct 18, 2025

Leveraging Tech to Engage the Next Gen | Arnaud de Coninck, Trusted Family

S2 E18 • 41 mins

Oct 9, 2025

The State of Wealth Management Technology | Michael Rose, Cerulli Associates

S2 E17 • 44 mins

Sep 29, 2025

The Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice

S2 E16 • 54 mins

Sep 17, 2025

Agentic AI and the Future of WealthTech | Dr. Sindhu Joseph

S2 E15 • 50 mins

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