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 shortcomings 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 falls short for family offices 

✅ The impact AI is having on technology and staffing 

✅ And what the future holds for the industry