Tune in for insightful discussions on family office technology and practices, featuring industry leaders sharing their expertise and experiences in wealth management.
Bridging The Data Gap | Ryan Kerry, Knowledger
S2 E19 • 30 mins • Oct 29, 2025
Charts
This show is not currently ranked in any charts.
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

Language
English
Country
United States
Feed Host
Website
Feed
Request an Update
Updates may take a few minutes.