Kendrick Wakeman on How Technology Is Redefining Modern Wealth

Kendrick Wakeman, CFA, Co-Founder and CEO of WealthTech Strategy Partners, spoke at Suffolk University Business School in October 2025 on how tech, regulation, and demographics are reshaping wealth management. 

• WTSP believes WealthTech is entering a transformative era, driven by smarter technology, demographic change, and the convergence of institutional and retail models. 

  
  

• Generation X now sits at the center of the wealth ecosystem, already in their peak earning and inheritance years and demanding digital fluency, transparency, and personalized service. 

  
  

• Family Office-as-a-Service extends high-touch planning tax, estate, and lending to the mass-affluent through scalable technology. 

  
  

• AI’s greatest value lies in augmenting advisors through personalization, compliance, and client engagement, not in replacing human advice. 

  
  

• The “Alts 2 Wealth” movement is opening private investments to smaller investors, though transparency and liquidity remain key challenges. 

  
  

• A wave of corporate venture capital is giving major financial firms direct exposure to innovation while influencing their strategic roadmaps. 

  
  

• With TAMPs and outsourced compliance tech accelerating, WealthTech is fast becoming the operating system of modern wealth management. 

  
  

Kendrick Wakeman Suffolk University Lecture.pdf

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