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Frustration to Innovation: Fixing Family Office Software | Alex Lin SumIt
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 bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representations as...
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By Mark WickershamIn 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 bi-monthly family office technology and best practices focused podcast hosted by family office technology expert Mark Wickersham. Mark interviews the movers and shakers in the family office and wealth management industries sharing their years of experience and insights into the topics that are important to the industry. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Asseta AI.
About Asseta AI
Asseta AI is The Intelligent Family Office Suite™, a purpose-built accounting and bill pay platform designed for family offices managing complex, multi-entity wealth. Asseta AI brings modern architecture and intuitive design to a market long underserved by traditional enterprise systems.
To learn more please visit www.asseta.ai
Disclaimer
The information provided on The WealthTech Podcast is for informational and educational purposes only and should not be construed as financial, legal, or investment advice. All opinions expressed by guests and hosts are their own and do not reflect the views of their employers, affiliated organizations, or sponsors.
The WealthTech Podcast makes no representations as...