Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel.
My Family Office Technology
Claim This Podcastby FOTechHub.com
29 episodes
Updated Weekly
Accepts GuestsHas Sponsors
18
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality26
Social0
YouTube0
Engagement27
Podcast Overview
Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel.
Language
🇺🇲
Publishing Since
12/22/2023
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18
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality26
Social0
YouTube0
Engagement27
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Episode Length
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Recent Episodes
April 10, 2026
Tech-NEW-logy: Tania Neild interviews Stavtar & Atomic Insights
<p><strong>Dr. Tania Neild, CTO & Owner, InfoGrate</strong></p><p>Dr. Tania Neild is the CTO and Owner of InfoGrate, a data strategy firm serving family offices and wealth advisors. With over 20 years of experience in data integration and secure technology infrastructure, she specializes in helping family offices turn complex, fragmented information into centralized, actionable intelligence. Tania holds a PhD in engineering and is widely recognized for her ability to translate sophisticated data environments into long-term operational value for multi-generational families.</p><p><strong>Steven Petersen, </strong>Co-Founder, Stavtar Solutions<br><strong>Richard Zazo, </strong>Co-Founder, Atomic Insights</p><p><strong>Lucas Babbitt</strong>, Co-Founder & CEO, Atomic Insights</p><p><a href="https://stavtar.com/" rel="noopener noreferrer"><strong>Stavtar</strong></a> is the premier provider of business spend management and expense allocation SaaS solutions built for the Office of the CFO in complex businesses like alternative asset management. Headquartered in New York, with a global footprint spanning Dallas, London, Mumbai, and Bengaluru, Stavtar was founded by seasoned professionals from the alternative asset management industry.<br>Our flagship business spend management and expense allocation platform, StavPay, empowers over 130 leading alternative asset managers, collectively overseeing more than $3.1 trillion in AUM. </p><p><a href="https://www.atomicinsights.io/" rel="noopener noreferrer"><strong>Atomic Insights</strong></a><strong> </strong>revolutionizes payment workflow management for RIAs and family offices by offering a groundbreaking, centralized platform that leverages real-time API connectivity with banks and other custodians. This unified system provides instant cash position visibility, automates compliance checks, and streamlines payment request submissions, significantly enhancing transaction speed, accuracy, and security. By seamlessly integrating with existing CRM and portfolio management tools, Atomic Insights eliminates redundant data entry, offering a cohesive view of client information that streamlines relationship management and financial oversight. The platform's automation of key payment processing functions and enhanced reporting capabilities not only reduces administrative burdens, but also empowers RIAs and family offices to deliver more responsive and transparent service to their clients. Ultimately, this innovative approach saves time, ensures a more secure and scalable financial management framework, and transforms how firms handle financial operations.</p><p>If you'd like to connect with the participants, email <strong>adriana@fotechhub.com</strong></p><p>Find more info on the program and recordings at <strong>fotechhub.com</strong></p>
March 9, 2026
Tech-NEW-logy: Erin Hulse Interviews PCR & Aleta
<p><strong>Erin Hulse</strong> speaks with the CEOs of <strong>PCR</strong> and <strong>Aleta</strong>. Last year, Aleta’s CEO moved from Denmark to New York to lead the company’s expansion. PCR, founded in 2002, also relaunched last year with a new leadership team and a new strategic direction. Together, the CEOs share how things are going and the response they are receiving from the family office community.</p><p><strong>Erin Hulse, Founder & CEO, Deviate Consulting</strong></p><p>Erin Hulse is the Founder of Deviate Consulting, LLC, advising single and multi-family offices on software selection, implementation, and accounting. She brings experience from Plante Moran, Bank of America, and SEI / Archway Family Office Services and has led Deviate Consulting since 2015.</p><p><strong>Ranjan Mishra,</strong> CEO, PCR Financial Aggregation<br><strong>Ken Gamskjaer,</strong> CEO & Co-Founder, Aleta</p><p><a href="https://www.pcrinsights.com/" rel="noopener noreferrer"><strong>PCR</strong></a><strong> </strong>is a financial data aggregation and managed services firm serving family offices, wealth managers, and financial institutions. The firm specializes in collecting, normalizing, and reconciling both custodial and alternative investment data — including structured feeds and document-driven private markets information. PCR delivers complete, accurate, and controlled data that powers reporting, performance, risk analytics, and downstream wealth-tech platforms and Family offices.</p><p><a href="https://aleta.io/" rel="noopener noreferrer"><strong>Aleta</strong></a><strong> </strong>is a modern data and reporting platform for family offices, designed to centralise financial information, streamline reporting, and improve data visibility across entities, asset classes, and stakeholders. It helps teams move away from manual processes and fragmented data toward more timely, structured, and decision-ready reporting.</p><p>If you'd like to connect with the participants, email <strong>adriana@fotechhub.com</strong></p><p>Find more info on the program and recordings at <strong>fotechhub.com</strong></p>
February 16, 2026
Addepar’s AI Evolution: Redefining Data Intelligence for Family Offices
<p><strong>Part 6 of our Annual Conference miniseries</strong>, recorded live at FOTechHub (18–19 November 2025).</p><p>In this Tech-NEW-logy Institute session, Alejandro Nazario (TOS Advisors) speaks with Addepar’s Diana Turbayne (Alts & Data Management) and Kunal Gosar (Head of AI Platform, former Arcus CEO) about how Addepar is embedding AI across its platform — moving from aggregation toward applied intelligence for family offices.</p><p><br></p><p><strong>SPEAKERS</strong></p><p><strong>Kunal Gosar</strong></p><p>Head of AI Platform, Addepar </p><p>Kunal leads the AI Platform org at Addepar, managing the overall engineering and product teams working on AI in Addepar's client-facing products and services. Prior to Addepar, Kunal was the founder and CEO of Arcus, an AI startup building agentic systems for complex data workflows, which Addepar acquired earlier in 2025.</p><p><br></p><p><strong>Diana Turbayne</strong></p><p>Sr. Manager, Alts Data Management, Addepar </p><p>Diana is the product lead for Addepar’s Alternatives and Data Management solutions. Diana has held various positions at Addepar and formally led the data operations team overseeing custodial/online data in New York. Prior to Addepar, Diana worked in Economic Consulting on securities litigation and financial regulation cases. Diana holds a Bachelor’s degree from Princeton University and is a CFA charterholder.</p><p><br></p><p><strong>MODERATOR</strong></p><p><strong>Alejandro Nazario</strong></p><p>Partner, TOS Advisors</p><p>Alejandro has ten years of experience in wealth management. He joined TOS in 2017, starting as a senior financial analyst for a large single-family office, where he focused on investment reporting, forecasting, personal expense analysis, and art collection management. Previously, Alejandro spent four years at UBS Financial Services, working with over 100 financial advisors to build scalable, planning-based practices and support next-generation client engagement. He holds a BA in Economics from Vanderbilt University and is both a CFP® professional and a CFA charterholder.</p><p><br></p><p>For more info check out: <a href="https://fotechhub.com/" target="_blank" rel="ugc noopener noreferrer">fotechhub.com</a></p>
29 total episodes available
Recent guests on My Family Office Technology
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Kartik Srinivasan
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Amar Varma
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Christopher Tepper
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Max Wattel
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Ryan Eisenman
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Frequently asked questions
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- What is My Family Office Technology?
- How often does this podcast release new episodes?
This podcast updates weekly.
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This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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Yes, this podcast regularly features guests.
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