The WealthTech Podcast
Mark WickershamThe WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Each episode Mark interviews the movers and shakers in the wealth management industry sharing their years of experience and insights into the topics that are important to the industry. The podcast is produce by Brad Oliver.
The WealthTech Podca... more
| Publishes | Twice monthly | Episodes | 24 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessTechnology | |||
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Latest Episodes
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... more
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 ... more
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 multipl... more
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 yea... more
Key Facts
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #220 |  Canada/Technology |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to The WealthTech Podcast?
These podcasts share a similar audience with The WealthTech Podcast:
1. WealthTech on Deck
2. The WealthTech Insider
3. a16z Podcast
4. Mad Money w/ Jim Cramer
5. Hidden Brain
How many episodes of The WealthTech Podcast are there?
The WealthTech Podcast launched a year ago and published 24 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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