Insights from recent episode analysis
Audience Interest
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Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇦🇺AU · Technology#1955K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
2.5K to 15K🎙 ~2x weekly·36 episodes·Last published today - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 30K🇦🇺100% - Active Followers
Loyal subscribers who consistently listen
2K to 12K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset
May 26, 2026
31m 04s
Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek
May 20, 2026
34m 02s
How AI is Rewiring the Advisor Tech Stack | Mark Gilbert, Zocks
Apr 29, 2026
46m 14s
Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems
Apr 21, 2026
30m 54s
WealthTech Innovation: AI, Data and How It All Comes Together | John O'Connell, The Oasis Group
Apr 6, 2026
48m 17s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/26/26 | AI Strategy & The Future of the Advisor-Client Relationship | Kelly Wagman, Cresset | In this episode of host Mark Wickersham, Director of Startegic Partnerships at Asseta AI, sits down with Kelly Wagman, Director of AI Strategy at Cresset. Together they explore what it really takes to adopt AI safely, strategically, and effectively inside a wealth management firm. In this episode, we cover: ✅Why giving employees access to approved AI tools is a security best practice ✅ How to build an AI policy that balances experimentation with compliance ✅ The importance of keeping a... | 31m 04s | ||||||
| 5/20/26 | Inside the Family Office: Operations, Technology, and Trust | Danielle Klimek | Modernizing the Family Office Without Losing the Personal Touch In this episode, Mark Wickersham sits down with Danielle Klimek, COO of a single-family office, to explore what really happens behind the scenes of family office operations. Danielle shares how she transitioned from the vendor side to running a family office, the realities of small teams managing big complexity, and the ongoing debate between all-in-one versus best-of-breed technology. It’s a candid, practical look at... | 34m 02s | ||||||
| 4/29/26 | How AI is Rewiring the Advisor Tech Stack | Mark Gilbert, Zocks | Artificial intelligence is rapidly reshaping wealth management, and few areas are seeing bigger gains than advisor productivity. Host Mark Wickersham sits down with Mark Gilbert, Co-Founder & CEO of Zocks, to discuss how AI is transforming the advisor t ech stack from meeting notes to client growth. 🎥 Watch on YouTube: https://youtu.be/jVFIzE88HrU In this episode, we cover: ✅How AI is saving advisors 5–10+ hours per week ✅Why structured data is critical to advisor workflows ✅Note Tak... | 46m 14s | ||||||
| 4/21/26 | Cybersecurity in Family Offices: From Awareness to Action | Warren Finkel, Omega Systems | What are the Cybersecurity Best Practices for Family Offices? In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Warren Finkel of Omega Systems to break down the rapidly evolving cyber threat landscape—and what family offices must do to protect themselves. With over 57% of family offices experiencing cyberattacks and many still lacking dedicated security budgets, the risks are higher than ever. From AI-powered phishing and deepfakes to real-world wire fraud cases... | 30m 54s | ||||||
| 4/6/26 | 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 ... | 48m 17s | ||||||
| 3/23/26 | 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... | 41m 25s | ||||||
| 3/3/26 | Talent, Trust, and the Future of Family Offices | Brian Adams, Mack International | What does it really take to build, staff, and modernize a family office? In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Brian Adams, Partner at Mack International, to explore the people side of family offices. Brian shares insights from working with single-family offices across the country, helping them hire C-suite leaders and navigate one of the biggest constraints in the industry: finding and retaining the right talent. The conversation covers why fa... | 42m 45s | ||||||
| 2/13/26 | Digitizing Private Markets: Infrastructure, AI, and the Road Ahead | Gareth Lewis, Delio | In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Gareth Lewis, Founder and Co-Chief Executive at Delio, about the state of private markets technology today and the infrastructure that will be needed if the market continues to grow. Gareth explains why the industry’s first wave focused on product access and point solutions, and why the next phase is about something deeper: infrastructure, operating systems, and true digitization. While many platforms look modern on ... | 46m 34s | ||||||
| 2/2/26 | Every Family Office Needs a Sherpa | Shaun Parkin, Hall Road Investments | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Shaun Parkin, founder of Hall Road Investments and the voice behind The Family Office Sherpa. Shaun shares a candid, experience-driven look at why many family offices struggle with governance, technology, and change management—and how small “workarounds” often create long-term risk, inefficiency, and technical debt. Drawing on his work advising single-family offices across Australia and APAC, Shaun explains: Why go... | 46m 34s | ||||||
| 1/19/26 | AI: Advisor Replacement or Ironman Suit | Parker Ence, Jump AI | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Parker Ence, CEO and Co-Founder of Jump, to explore how AI is transforming the advisor meeting lifecycle—from preparation to follow-up and beyond. Parker shares Jump’s founder journey, why advisor meeting notes became one of the fastest-adopted AI use cases in wealth management, and how advisors are reclaiming 1–3 hours per day by automating administrative work. The conversation also dives into: ✅Why AI meeting ... | 44m 04s | ||||||
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| 1/11/26 | AI, Alternatives, and Automation: The Future of WealthTech | Kartik Srinivasan, Advyzon | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kartik Srinivasan, President of the Advyzon Institutional. Kartik shares why Advyzon expanded into the family office segment, what makes Auria different, and how purpose-built workflows, entity modeling, and deeply integrated CRM capabilities are transforming how UHNW firms operate. From the challenges of best-of-breed tech stacks to the hidden costs of weak integrations, Kartik offers a candid look at what t... | 42m 52s | ||||||
| 12/15/25 | Inside Story of the Family Office Tech Boom | Michael Thrasher, Modus News | In this episode of Mark Wickersham sits down with Michael Thrasher, Founder of Modus News, to unpack why independent media matters in the family office ecosystem. Michael shares his founder journey from Institutional Investor to launching a bootstrapped newsletter built for family offices—not about them. The conversation explores the shifting media landscape, the attention economy, accountability journalism, and how technology (including AI) is reshaping family office operations withou... | 45m 00s | ||||||
| 12/8/25 | Drowning in Data - Can AI Save Family Offices | Dean Palmiter, Asseta AI | AI, Data, and the Modern Family Office In this episode of The WealthTech Podcast, Mark Wickersham sits down with Dean Palmiter, CEO and Co-Founder of Asseta AI, to explore how AI, purpose-built accounting, and unified data architecture are reshaping the modern family office. Dean shares how Asseta AI is redefining the accounting core for multi-entity family offices, solving a long-standing challenge — fragmented data, spreadsheets, and legacy systems that simply weren’t built for the complexi... | 49m 50s | ||||||
| 11/11/25 | Generative to Agentic AI: Next Frontier in LP Investment Management | Charles Anselm, OSYTE | The LP Dilemma: How AI is Shaping Multi-Asset Class Investment Management for Family Offices and OCIOs. In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Charles Anselm, CEO and Co-Founder of OSYTE, an AI-enabled multi-asset investment and liquidity management platform built for the world’s most sophisticated allocators — family offices, outsourced CIOs, and institutional LPs. Charles shares how his experience as Head of Portfolio Management at a $5B OCIO le... | 40m 12s | ||||||
| 10/29/25 | Bridging The Data Gap | Ryan Kerry, Knowledger | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the general ledger. Ryan shares his journey from founding Accusource to building Knowledger and dives into practical insights on outsourcing strategy, vendor selection, and the trade-offs between all-in-one and best-of-breed technology. He also unpacks the complexities of data aggregat... | 30m 05s | ||||||
| 10/18/25 | Leveraging Tech to Engage the Next Gen | Arnaud de Coninck, Trusted Family | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Arnaud de Coninck, Chief Revenue Officer at Trusted Family, to explore how multigenerational families are using technology to strengthen governance, communication, and engagement. Arnaud shares the story behind Trusted Family — a platform built by and for family businesses — and explains how it helps over 200 families across 30 countries operate more efficiently, communicate securely, and prepare the next generatio... | 40m 36s | ||||||
| 10/9/25 | The State of Wealth Management Technology | Michael Rose, Cerulli Associates | What’s the state of wealth management technology in 2025? In this episode, Mark Wickersham sits down with Michael Rose, Director of Wealth Management Research at Cerulli Associates, to unpack the latest research and trends shaping the industry. We cover: ✅ The current state of U.S. wealth management technology ✅ Why CRM and digital marketing tools remain underutilized ✅ Integration challenges facing advisors and firms ✅ How AI is beginning to transform advisor ef... | 44m 02s | ||||||
| 9/29/25 | The Future of Advice: AI, Data, and Democratization | Kendra Thompson, Epok Advice | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kendra Thompson, founder of Epok Advice and venture partner at Alpha Tech Partners. With over 25 years in wealth management, Kendra shares her unique perspective on where the industry is heading—and how technology, data, and AI are reshaping the future of advice. Kendra dives into: The shift from app-based tools to flexible, data-first and AI-driven platforms.How the delivery of financial advice must evolve to meet... | 53m 43s | ||||||
| 9/17/25 | Agentic AI and the Future of WealthTech | Dr. Sindhu Joseph | In this episode of The WealthTech Podcast, host Mark Wickersham speaks with Dr. Sindhu Joseph, Founder & CEO of CogniCor, and a true pioneer in artificial intelligence for financial services. With a PhD in AI, over 20 years of experience, and multiple patents, Sindhu has been at the forefront of building practical AI applications long before large language models hit the mainstream. She shares her founder’s journey—from growing up in India and seeing firsthand the impacts of wealth dispar... | 50m 29s | ||||||
| 9/2/25 | Rethinking Family Office Tech : Change Management to AI | Kent Lawson FOX | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kent Lawson, Chief Operating Officer at Family Office Exchange (FOX), to explore how family offices are navigating technology transformation. Kent shares insights from years of working on both the family office and vendor side—shedding light on the real challenges around technology adoption, the importance of change management, and why selecting the right tools begins with understanding the family’s long-term visio... | 44m 22s | ||||||
| 8/20/25 | Creating the Owner's Manual for Your Family | Josh Kanter, leafplanner | What if your family had an owner’s manual? In the latest episode of The WealthTech Podcast, we sit down with Josh Kanter—family wealth executive turned fintech founder of leafplanner—to explore the personal story that inspired him to build a tool that helps families preserve and share critical knowledge across generations. Josh shares: ✅ Why information—not just data—is the missing piece in wealth transfer ✅ How leafplanner helps families prepare for succession, not just react to it ✅ What ad... | 37m 51s | ||||||
| 8/6/25 | You Can’t Out-Software Bad Processes: Building a Smarter Family Office | Ray DiNunzio, TOS Advisors | In this episode of The WealthTech Podcast, host Mark Wickersham welcomes Ray DiNunzio, Partner at TOS Advisors, for an in-depth conversation on how family offices can radically improve operational efficiency through technology and intentional design. Ray shares the origin story of TOS Advisors and how his experience building TOS Advisors led to a bold realization: most family offices are overburdened by administrative complexity, poor process design, and underwhelming tech stacks. Drawing ins... | 57m 10s | ||||||
| 7/24/25 | From Friction to Function: Building Private Markets Infrastructure | Rafay Farooqui, SUBSCRIBE | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Rafay Farooqui, Founder & CEO of SUBSCRIBE, to explore how his company is transforming the infrastructure of private markets. Rafay shares how SUBSCRIBE is streamlining investor onboarding to private funds through its innovative “investor passport” and end-to-end workflow platform to tackle the long-standing friction in alternative investment operations. The conversation dives into the evolution of automation a... | 35m 17s | ||||||
| 7/10/25 | Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory | In this episode of The WealthTech Podcast, host Mark Wickersham talks with Chris Dickson, National Senior Manager at RSM Family Office Enterprise Advisory. We dive deep into how family offices can evolve their data, technology, and operating models for the modern age. 🎯 Chris shares a front-line perspective on: Why family offices must treat data as infrastructure, not just reportingHow to modernize legacy systems without losing institutional knowledgeWhere AI fits into the data conversation—a... | 51m 32s | ||||||
| 6/27/25 | Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners | In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Sue Cheema, Chief Information Officer at Elite Consulting Partners. Sue is know of a Jedi Master of the CRM. Sue shares her years of experience in working with Advisors to optimize important application. Together they discuss: Common Technology Issues and Mistakes Firms MakeCRM Data ManagementThe 7 Keys Pillars to a CRMHow AI is impacting the advisor tech stackHow Advisors can use technology to better communi... | 38m 56s | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.