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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Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner

38 mins • Aug 20, 2025

Recent Episodes

Aug 20, 2025

Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner

38 mins

Aug 6, 2025

You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors

S2 E12 • 57 mins

Jul 24, 2025

From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE

S2 E11 • 35 mins

Jul 10, 2025

Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory

S2 E10 • 52 mins

Jun 27, 2025

Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners

S2 E9 • 39 mins

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