technology
Hosted by Mark Wickersham · technology · EN-US
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. DISCLAIMER 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. 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.
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchThe 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.
The WealthTech Podcast is hosted by Mark Wickersham. The show has published 54 episodes to date.
Recent episodes include "Left of Boom, Right of Boom: A Family Office Cyber Playbook | Matt LaMura" (20 October 2026, 38 minutes), "From SMAs to AI: 35 Years of WealthTech Evolution | Cheryl Nash, InvestCloud" (29 September 2026, 35 minutes), and "Entity Management: The Hidden Third Pillar of Family Office Tech | Charmaine Tang, ORCA" (22 September 2026, 40 minutes).
The WealthTech Podcast publishes roughly weekly, with episodes averaging 38 minutes across 54 episodes.
Booking probability for The WealthTech Podcast is 32%, and the host is rated Selective on guests. The WealthTech Podcast requires a Pod Score of 80 or higher. The WealthTech Podcast's contact route on record: verified email.
The strongest fits for The WealthTech Podcast are Investing & Wealth Management and IT Services & Software Development. The WealthTech Podcast has a technology audience.
Mark Wickersham hosts The WealthTech Podcast, a technology podcast with 54 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #22
Matt LaMura , Founder of a Private Cybersecurity Concierge, joins Host Mark Wickersham on The WealthTech Podcast to explain how family offices can defend against business email compromise, shadow AI, and rogue AI...
The WealthTech Podcast
Cheryl Nash, President of APL at InvestCloud, joins Mark Wickersham to trace 35 years of wealth management evolution and explain why alternative investments and AI are reshaping the industry. Cheryl walks through the...
The WealthTech Podcast
Charmaine Tang, CEO of ORCA Americas, joins Host Mark Wickersham to discuss the hidden operational risks inside modern family offices on The WealthTech Podcast. The conversation covers the "death audit," a tabletop...
The WealthTech Podcast
Alex Goodwin, CEO and Co-Founder of Bridge, joins Host Mark Wickersham to discuss how AI-native technology is transforming post-trade operations for private market investments on The WealthTech Podcast. This episode...
The WealthTech Podcast
The Hidden Risks in Family Office Services (And How to Avoid Them) Christi Van Rite, Founder and CEO of White River Consultants, joins Host Mark Wickersham to discuss family office operations, outsourcing, and...
The WealthTech Podcast
In this episode of Host Mark Wickersham sits down with Frank Tumminello, CEO and Co-Founder of FileForms, a software platform built to help family offices stay compliant with entity state and federal filing...
Episode #16
Why Your Advisor's 'Weekend AI Project' Should Worry Compliance Host Mark Wickersham sits down with Adrian "AJ" Johnstone , Co-Founder and CEO of Practifi for a candid conversation on what's real and what's noise in...
Episode #17
Phil Ierardi , Co-Founder of multi-family office TOC-23 and 25-year veteran of Fidelity Family Office Services and Eton Solutions, joins host Mark Wickersham to unpack how the family office technology landscape has...
The WealthTech Podcast
Host Mark Wickersham brings back Sue McDermott of Addepar to revisit the state of family office technology and dig into what's actually changed. This episode covers: ✅ Why the "best-of-breed" mentality has evolved into...
The WealthTech Podcast
On this episode of Host Mark Wickersham sits down with Tom Nicholson of Aleta to unpack the democratization of family offices and what it takes to run one well today. The conversation covers why families stay stuck on...
Episode #13
Host Mark Wickersham sits down with Tanmai Sharma (Founder & CEO) and Sinan Biren (CRO) of Collation A I to dig into what a truly modern tech stack for family offices and RIAs looks like in 2026. In this episode: ✅ Why...
Episode #12
Lessons learned on how advisory firms can scale through smarter systems vs bodies. Host Mark Wickersham sits down with Jeff Rusin , Co-Founder of Advisor Tech Partners , to talk about scaling advisory firms through...
Recent guests on The WealthTech Podcast. Study who booked and why before you pitch.
assistant professor of mental health nursing, Aleta
ORCA Americas
Bridge
White River Consultants
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