The Risclarity WealthTech Podcast
Claim This Podcastby Mark Wickersham
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Podcast Overview
<p>The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.<br><br></p><p>The WealthTech Podcast is brought to you with the generous support of Asseta AI. </p><p><br></p><p>ABOUT ASSETA AI</p><p><br></p><p>Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.</p><p><br></p><p>To learn more please visit www.asseta.ai</p><p><br></p><p>DISCLAIMER</p><p><br></p><p>The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.</p><p><br></p><p>The WealthTech Podcast makes no representations as to the accuracy or completeness of any information shared and assumes no liability for any errors or omissions.</p>
Language
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Publishing Since
8/6/2024
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Recent Episodes
April 21, 2026
Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems
Host Mark Wickersham interviews cybersecurity expert Warren Finkel about essential best practices for family offices to combat evolving cyber threats and protect their assets.
April 6, 2026
WealthTech Innovation: AI, Data and How It All Comes Together | John O'Connell, The Oasis Group
AI is moving fast in wealth management, but most Advisors still aren’t ready In this episode of The WealthTech Podcast , Host Mark Wickersham sits down with John O’Connell, Founder of The Oasis Group, to break down what’s really happening at the intersection of AI, data, and modern wealth tech infrastructure. From dirty data and disconnected systems to the rise of AI-first platforms, this conversation gets into what advisors and family offices must do now to stay competitive. 🔑 What ...
March 23, 2026
From Excel Chaos to AI: The Evolution of Alts Data Management | Michael Muniz & Dennis Mangalindan
In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Mike Muniz, Chief Strategy Officer at Canoe Intelligence, and Dennis Mangalindan, Director of Family Office Sales, to discuss one of the most persistent operational challenges in the family office world: managing alternative investment data. Together they explore how technology, AI, and automation are transforming the way family offices manage private market investments and unlock insights from complex data. In thi...
40 total episodes available with 32 transcripts
Recent guests on The Risclarity WealthTech Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Brian Adams
Guest
Gareth Lewis
Guest
Shaun Parkin
Guest
Sue Cheema
Guest
Alexandre Lin
Guest
Linda Bready
Guest
Chris Bendtsen
Guest
Doug Fritz
Guest
Michael Perez
Guest
Ryan Eisenman
Guest
Kelly Moore
Guest
Whitney Kenter
Guest
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Frequently asked questions
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- What is The Risclarity WealthTech Podcast?
<p>The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.<br><br></p><p>The WealthTech Podcast is brought to you with the generous support of Asseta AI. </p><p><br></p><p>ABOUT ASSETA AI</p><p><br></p><p>Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.</p><p><br></p><p>To learn more please visit www.asseta.ai</p><p><br></p><p>DISCLAIMER</p><p><br></p><p>The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.</p><p><br></p><p>The WealthTech Podcast makes no representations as to the accuracy or completeness of any information shared and assumes no liability for any errors or omissions.</p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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