The WealthTech Podcast

• 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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• 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 client needs while reducing advisor friction.The democratization of wealth management and the opportunity to scale advice to mass affluent investors.Why women and next-gen investors remain underserved—and how firms can better engage them.The challenges advisors face when scaling, and the early wins AI can deliver.Lessons on avoiding “spaghetti tech stacks” and building sustainable platform strategies.From innovation to core platform modernization, Kendra offers candid insights on what firms must do to remain competitive and human in a rapidly changing industry.🎥 Watch on YouTube: https://youtu.be/5ATMu-ayrg8About Kendra ThompsonKendra Thompson is a 25 year veteran of the Wealth Management Industry with a track record for helping the largest global players with their biggest transformations . Her passion is Advice and the power it has to help individuals and communities gain access to a better future. Acting as consultant to the executive teams and boards, Kendra advises on strategy topics including M&A, Growth, High Performance Sales and Operational Excellence. She also leads teams delivering on AI, digital technology & organizational change. A champion of FinTech, Kendra acts as Executive Advisor to Private Equity & StartUp leaders looking to operationalize new technology & disrupt the status quo of Financial Services Globally.  About Epok Advice Epok Advice is a strategy consultancy specializing in wealth and asset management. We partner with financial institutions, fintechs, and service providers to navigate industry disruption, design innovative client experiences, and build future-ready business models. Our work blends deep expertise in investment and advisory services with a sharp focus on emerging technologies, client behavior, and organizational transformation.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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• 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 disparity, to launching CogniCor as a purpose-driven platform that empowers financial advisors to scale personalized advice and democratize access to wealth.The conversation explores:✅Why the wealth management industry needs an AI “co-pilot”✅How CogniCor addresses tech fragmentation by creating an “intelligence layer” for advisors✅The promise and risks of agentic AI, and what it means for day-to-day workflows✅Guardrails firms should consider when adopting AI✅The broader societal implications of AI—from job disruption to redefining the human role in a technology-driven futureIf you’re curious about how AI will reshape wealth management, this episode offers both a visionary and practical roadmap.🎥 Watch on YouTube: https://youtu.be/_Vw0QbiTKdAAbout Dr. Sindhu JosephDr. Sindhu Joseph is the Founder and CEO of CogniCor, a leading AI company serving the wealth management industry. With a PhD in Artificial Intelligence and over 20 years of experience in building AI solutions, Sindhu holds multiple patents in machine learning and natural language technologies. She launched CogniCor to address the fragmentation in financial technology and to create an industry-specific AI “co-pilot” that helps advisors reduce administrative burdens, scale personalized advice, and democratize access to wealth.A recognized thought leader in AI, Sindhu has lived and worked across India, Europe, and the U.S., bringing a global perspective to how technology can transform financial services and society at large.About CogniCor CompanyCogniCor is an AI platform built for wealth management, founded by Dr. Sindhu Joseph. Its industry-specific AI “co-pilot” helps financial advisors cut through tech fragmentation, automate workflows, and deliver scalable, personalized advice. By acting as an intelligence layer across CRMs, planning tools, and portfolio systems, CogniCor empowers firms to serve more clients efficiently while democratizing access to wealth.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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