The 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 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 produce by Brad Oliver.
The WealthTech Podcast is brought to you with the generous support of Asseta AI. Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit - www.asseta.ai
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.
For over a decade Liz has held diverse marketing, communications and sales roles in global firms, small companies, and higher education, predominantly with a focus on family-run businesses.
When not working, she’s likely reading books, hanging with the kiddo, guerrilla gardening, or taking long walks with friends.