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Recent Episodes
S1E5 CRM Purpose Built for Family Offices with Jim Marks
Learn why WealthHub is the leading provider of CRM solutions for Family Offices, Trust Companies, and other Ultra-high Net Worth Fiduciaries
S1E4 Around the Globe with a Single Platform for Family Office Needs With Ashley Whittaker
Hear why FundCount is considered around the globe as the single choice for single and multi-family offices.
S1E3 One Stop Shopping with a Platform Meant for the Family Office Community With Kartik Srinivasan
Hear firsthand how Advyzon's tech platform, Auria, combines all aspects of a family office tech stack, along with independent investment management services.
S1E2 Tech Consulting in the Family Office Industry With Erin Hulse
Learn how Deviate Consulting became a mainstay in the family office space for tech selection and implementations.
S1E1 Understanding the "Middle Man" of Accounting Data With Ryan Kerry
A chance to learn about KnowLedger's beginnings and how accounting data can be automatically moved between systems and sources.
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FOXcast: Tech Series has published 5 episodes since April 2026, covering topics in Technology.
FOXcast: Tech Series is currently highly active with new episodes every 2 weeks. Average episode length is 24m.
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