New York City – Asseta AI, The Intelligent Family Office Suite™, today announced the appointment of Mark Wickersham as Director of Strategic Partnerships.
In this role, Wickersham will lead the development and expansion of Asseta AI's partner ecosystem across technology providers, CPA firms, consulting firms, and other channel partners.
Reporting directly to CEO and Co-Founder Dean Palmiter, Wickersham will focus on building mutually beneficial partnerships that accelerate adoption of Asseta AI's family office platform. His mandate includes designing partner programs, enabling co-selling motions, formalizing partnership structures, and driving measurable revenue growth through strategic channels.
Asseta AI is rapidly gaining traction among family offices seeking to replace error-prone spreadsheets and overbuilt legacy software with a modern, integrated system for multi-entity accounting, dimensional reporting, and data governance. Strengthening partnerships represents a critical pillar of the company's growth strategy.
"Partnerships are foundational to how we scale the business and deliver more value to our customers," said Dean Palmiter, CEO & Co-Founder of Asseta AI. "Mark brings deep industry experience, trusted relationships, and a thoughtful approach to collaboration that aligns perfectly with our vision. His leadership will help us expand our ecosystem, strengthen integrations, and ensure our clients benefit from a coordinated, best-in-class technology experience. We are thrilled to welcome him to Asseta AI."
Wickersham is a well-known voice within the family office community, with extensive experience building relationships across software vendors, data platforms, consultants, and service providers. He has worked closely with family offices and wealth organizations to evaluate technology stacks, improve data flows, and implement scalable operational infrastructure. He is also the host of The WealthTech Podcast, a family office technology and best practices podcast.
"I'm thrilled to be joining Asseta AI at a pivotal moment in its growth and to support its mission to modernize family offices," said Mark Wickersham. "Strategic partnerships have the ability to unlock new capabilities, accelerate impact for clients, and meaningfully scale the business."
Asseta AI's partner strategy is designed not only to broaden market reach, but to ensure clients experience seamless integrations, improved data reliability, and more efficient operational workflows.
.png)

.png)

.png)

.png)

.png)