In the latest Ventures in WealthTech podcast episode, host Marshall Smith interviews Ryan Kerry, the founder of KnowLedger. The conversation delves into the unique challenges of family offices, particularly the increasing trend toward outsourcing and the complexities involved in integrating alternative holdings. KnowLedger aims to fill this void by providing a solution that automates the data integration process, reducing manual work and ensuring accuracy.

Marshall and Ryan explore the macro trends in the Family Office market, emphasizing the growing presence of alternative investments and the increasing comfort with outsourcing, which extends to both portfolio management and general ledger functions. KnowLedger is designed to streamline the workflow for family offices, accounting firms, and other entities by automating the interpretation of transactions and mapping them to specific general ledger entries.

Listen to the full podcast to learn the challenges and opportunities in the WealthTech space, with KnowLedger positioned as a strategic partner, addressing critical issues in data integration for family offices and accounting firms.