Frustration to Innovation: Fixing Family Office Software

In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Alexandre Lin, Co-Founder and CEO of SumIt.  Alex created SumIt from his experience in working within his family business and the short comings he had with the accounting tools available. Together, they discuss: 

✅ Alex’s founder journey 

✅ The importance of building software specifically for family offices 

✅ Why retail software fall short for family offices 

✅ The impact AI is having on technology and staffing 

✅ And what the future holds for the industry