The WealthTech Podcast

Mark Wickersham

The WealthTech Podcast is bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. 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 produced by Brad Oliver.The WealthTech Podcast is brought to you with the generous support of Asseta AI. ABOUT ASSETA AIAsseta 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 mod...

About PodLP

PodLP is the leading podcast app for feature phones. With 10M+ installs in nearly every country, PodLP is available for KaiOS on the KaiStore and JioStore, as well as Cloud Phone and Android. If you're interested in promoting "The WealthTech Podcast" on PodLP, contact sales@podlp.com.

Screenshots are mockup renders of PodLP for KaiOS. Actual design may vary based on platform, operating system, and app version.

The WealthTech Podcast

Episodes (48)

Yesterday Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms
Sun Aug 9th AI Theater vs. AI Realism: What Advisors Should Know | Adrian Johnstone, Practifi
Sun Aug 2nd Future Proofing The Modern Family Office | Phil Ierardi, TOC-23

The WealthTech Podcast

Aug 25, 2026
32¼ minutes
22 MB

In this episode of Host Mark Wickersham sits down with Frank Tumminello, CEO and Co-Founder of FileForms, a software platform built to help family offices stay compliant with entity state and federal filing requirements. Frank and Mark dig into the operational chaos that many family offices face when managing dozens of entities: fragmented vendor relationships, unclear roles and responsibilities, and a heavy reliance on spreadsheets and email to track deadlines. Also in this episode: ✅ Why entity compliance mindset has shifted ✅ Where FileForms fits into a broader family office tech stack ✅ Common horror stories t...

The WealthTech Podcast

Why Family Offices Are Drowning in Compliance (And How to Fix It) | Frank Tumminello, FileForms

Mark Wickersham

00:00 -32:18