The WealthTech Podcast

• Drowning in Data - Can AI Save Family Offices | Dean Palmiter, Asseta AI

  AI, Data, and the Modern Family OfficeIn 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 complexity of private wealth.They dive into the difference between AI hype and true AI-native architecture, why good data is the oxygen for meaningful AI outcomes, and how the future of family office technology will blend platform strength with open ecosystem integration. Dean also opens up about his founder journey, from two people and 150,000 lines of code to dozens of family offices.About Dean PalmiterDean Palmiter is the CEO and Co-Founder of Asseta AI, The Intelligent Family Office Suite™, transforming how wealth organizations manage relationships, data, and decisions. With a background spanning technology, finance, and sales, Dean brings a multidisciplinary perspective to modernizing the private wealth ecosystem.About Asseta AIAsseta AI is The Intelligent Family Office Suite™, a purpose-built accounting platform designed for family offices managing complex, multi-entity wealth. Founded in 2023 by experienced financial technology professionals, Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems. The platform replaces error-prone spreadsheets and overbuilt legacy software with an integrated system that combines multi-entity accounting, dimensional reporting, and enhanced data governance. Asseta AI empowers family offices to operate efficiently, securely, and insightfully in an era of generational wealth transfer and digital transformation. For more information, visit www.asseta.aiAbout The WealthTech Podcast:The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families. DisclaimerInformation provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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• 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 led him to found Osyte and address one of the industry’s biggest gaps: unifying fragmented investment data and workflows across public and private markets. From tackling liquidity challenges and capital call automation to enabling real-time portfolio oversight, Osyte is redefining how LPs manage complexity at scale. The conversation explores how AI is evolving from generative to agentic, moving beyond data extraction and document summarization to orchestrating real investment workflows — automating tasks like rebalancing, capital calls, and liquidity planning. Charles explains why agentic AI will transform operational efficiency while maintaining the “human-in-the-loop” that ensures trust and accountability. Listeners will gain insight into: The missing infrastructure layer for multi-asset allocatorsHow AI is reshaping liquidity management and capital call forecastingThe platform vs. best-of-breed debate — and why interoperability is keyThe future of agentic AI in front-office investment decision-makingFrom practical innovation to philosophical reflections on technology’s role in the next generation of investors, this episode offers a rare founder’s perspective on the intersection of AI, investment operations, and the future of wealth management.🎥 Watch on YouTube: https://youtu.be/oDsppuqOkjwAbout Charles AnselmCharles is an engineer, investment manager and entrepreneur who founded Osyte, with the vision of making human machine collaboration in investment management a reality. Prior to Osyte, Charles worked with pension funds, endowments, foundations, and financial institutions globally for 15 years as an investment strategist, portfolio manager and outsourced chief investment officer (OCIO).About OSYTEOSYTE is a multi-asset investment technology platform tailor-made for multi-family offices, outsourced CIOs, and multi-asset allocators investing across public and private markets. OSYTE provides scalable technology infrastructure for total portfolio monitoring of liquid public markets, semi-liquid alternatives, and illiquid private markets. About The WealthTech Podcast:The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families. DisclaimerInformation provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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• 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 aggregation, AI-driven statement scanning, and how flexible data design can transform accounting operations.Discussion Topics Include:✅ Ryan's Founder's Journey✅ Solving Data Integration Challenges✅ Outsourcing Considerations for Family Offices✅ All-In-One vs. Best of Breed TechnologyConsiderations✅ Integrating Investment Data into General Ledger & Smart Chart of Account Design🎥 Watch on YouTube: https://youtu.be/FNJheV6-IKMAbout Ryan KerryIn the late 1990s, Ryan initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices and RIAs. Addressing the challenge of transferring investment data to GLs, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.About KnowledgerKnowLedger is a data service that moves data from portfolio accounting systems, banks, institutions, and custodians with a rules-based approach that ensures accuracy, completeness, and data confidence into the general ledger system. The type of firms we work with today: family office, multi family office, non profit, and endowments.Our team works closely with you to establish mappings and data flow, then oversees the recurring movement of the data from your data source(s) to your general ledger.About The WealthTech Podcast:The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families. DisclaimerInformation provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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• 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 generation for leadershipKey takeaways include:✅ Why preparing the senior generation is the first step in next-gen readiness✅ The digitization of family offices✅ Pillars of good goverence✅ How preparing the next gen starts with the current gen✅ Changing expectations families have for their family office🎥 Watch on YouTube: https://youtu.be/T41GqdoZ9iM About Arnaud de ConinckArnaud is  Chief Revenue Officer at Trusted Family. Arnaud has developed a deep understanding of both the Family Business & Family Office space. Having worked with hundreds families worldwide, he has supported the growth of a technology platform that focuses on helping professionalize the operations of family governance through a purpose-built SaaS solution.About Trusted FamilyTrusted Family is the world’s leading digital hub for family businesses and family offices, designed to secure sensitive information, streamline communication, and facilitate decision-making. Beyond technology, we empower 200+ families with data-driven insights, expert knowledge, and access to an exclusive community of international, like-minded peers—connecting virtually and in person.About The WealthTech Podcast:The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families. DisclaimerInformation provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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• 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 efficiency and client engagement ✅ Shifts in pricing, service models, and client expectations Michael brings a unique perspective — combining a decade as a financial advisor with his role leading Cerulli’s wealth management research team. This is a data-driven look at where wealthtech is today and what’s next. 🎥 Watch on YouTube: https://youtu.be/wfJ-UvWaE6wAbout Michael RoseMichael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives. About Cerulli AssociatesFor over 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights. Headquartered in Boston, Cerulli Associates is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. About The WealthTech Podcast:The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver. The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families. DisclaimerInformation provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.

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