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
🎥 Watch on YouTube: https://youtu.be/gzoc-5ZzAoo
About Alex
Driven by his experience leading his family's real estate ventures in France and China, Alex founded SumIt and has collaborated with 30+ family office advisors to simplify family office accounting. SumIt now serves some of the largest single and multi-family offices in the US.
About SumIt
SumIt provides intuitive accounting software built for family offices, making it easy to manage financials across multiple entities. With AI-powered automation, seamless bank integrations, and one-click consolidated reporting, SumIt eliminates complexity so that family offices can save time, improve accuracy, and focus on strategic decision-making.
About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.
