In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Ryan Kerry, CEO of Knowledger, to explore one of the biggest challenges facing family offices today — connecting investment data to the general ledger.
Ryan shares his journey from founding Accusource to building Knowledger and dives into practical insights on outsourcing strategy, vendor selection, and the trade-offs between all-in-one and best-of-breed technology. He also unpacks the complexities of data aggregation, AI-driven statement scanning, and how flexible data design can transform accounting operations.
Discussion Topics Include:
✅ Ryan's Founder's Journey
✅ Solving Data Integration Challenges
✅ Outsourcing Considerations for Family Offices
✅ All-In-One vs. Best of Breed TechnologyConsiderations
✅ Integrating Investment Data into General Ledger & Smart Chart of Account Design
🎥 Watch on YouTube: https://youtu.be/FNJheV6-IKM
About Ryan Kerry
In the late 1990s, Ryan initiated his investment technology career at Advent software. Advancing through roles at Advent, he later joined SEI to oversee their outsourced investment management. With a knack for data management and client service, he established Accusource in 2008, specializing in white-glove operations for family offices and RIAs. Addressing the challenge of transferring investment data to GLs, Ryan founded KnowLedger in 2020. Based near Philadelphia, he harmonizes family life with his love for bicycling.
About Knowledger
KnowLedger is a data service that moves data from portfolio accounting systems, banks, institutions, and custodians with a rules-based approach that ensures accuracy, completeness, and data confidence into the general ledger system. The type of firms we work with today: family office, multi family office, non profit, and endowments.
Our team works closely with you to establish mappings and data flow, then oversees the recurring movement of the data from your data source(s) to your general ledger.
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.
