In this episode of The WealthTech Podcast, host Mark Wickersham sits down with Kendra Thompson, founder of Epok Advice and venture partner at Alpha Tech Partners. With over 25 years in wealth management, Kendra shares her unique perspective on where the industry is heading—and how technology, data, and AI are reshaping the future of advice.

Kendra dives into:

• The shift from app-based tools to flexible, data-first and AI-driven platforms.
• How the delivery of financial advice must evolve to meet client needs while reducing advisor friction.
• The democratization of wealth management and the opportunity to scale advice to mass affluent investors.
• Why women and next-gen investors remain underserved—and how firms can better engage them.
• The challenges advisors face when scaling, and the early wins AI can deliver.
• Lessons on avoiding “spaghetti tech stacks” and building sustainable platform strategies.

From innovation to core platform modernization, Kendra offers candid insights on what firms must do to remain competitive and human in a rapidly changing industry.

🎥 Watch on YouTube: https://youtu.be/5ATMu-ayrg8

About Kendra Thompson

Kendra Thompson is a 25 year veteran of the Wealth Management Industry with a track record for helping the largest global players with their biggest transformations . Her passion is Advice and the power it has to help individuals and communities gain access to a better future. 

Acting as consultant to the executive teams and boards, Kendra advises on strategy topics including M&A, Growth, High Performance Sales and Operational Excellence. She also leads teams delivering on AI, digital technology & organizational change. A champion of FinTech, Kendra acts as Executive Advisor to Private Equity & StartUp leaders looking to operationalize new technology & disrupt the status quo of Financial Services Globally. 

 About Epok Advice

 Epok Advice is a strategy consultancy specializing in wealth and asset management. We partner with financial institutions, fintechs, and service providers to navigate industry disruption, design innovative client experiences, and build future-ready business models. Our work blends deep expertise in investment and advisory services with a sharp focus on emerging technologies, client behavior, and organizational transformation.

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.