Great Arlington Chamber of Commerce: Innovation Showcase with The Founders Arena
Join Us for an Innovation Showcase with The Founders Arena Spring WealthTech Accelerator
This two hour breakfast offers a firsthand look at six emerging WealthTech companies delivering solutions across investment management, portfolio optimization, client experience, and operational efficiency.
Whether you’re seeking tools to build out a wealth practice or enhance your existing suite of solutions on the banking side, this showcase will help you stay ahead of industry trends and identify innovative solutions for your institution.
Event Agenda | Tuesday, June 24 | 8:00 – 10:00 AM CT
8:00 – 8:15 AM | Welcome & Introduction to The Founders Arena
Learn how The Founders Arena collaborates with financial institutions and how you can engage in future innovation opportunities.8:15 – 9:30 AM | Innovation Showcase
Six fast-paced presentations featuring the Spring 2025 WealthTech Cohort:MDOTM | AI-Powered Investment Insights
An AI-powered investment platform that enhances portfolio management, decision-making, and reporting for wealth and asset managers.Sequence | Automated Financial Operating System
A platform that consolidates accounts and automates cash flow, liability management, and savings through direct integrations with financial tools.AssetLink | Fund Distribution Intelligence
A bidirectional intelligence platform empowering asset managers and distribution teams to make smarter, faster fund placement decisions.YourStake | Client Relationship Management
An AI-driven platform turning client data into organized intelligence to streamline client onboarding and management.Quorus | Tax-Managed, Customized Portfolios
A platform that enables asset managers to deliver tax-managed, customized investment accounts while automating trade execution.Investipal | AI-Driven Portfolio Construction
An advisor-first tool that automates portfolio construction and proposal generation, delivering transparent, customized investment recommendations in minutes.
9:30 – 10:00 AM | Open Networking
Network with fellow financial services professionals, meet the presenting founders, and share your feedback on their solutions to help shape their solutions.
Reserve your spot and help shape the future of financial services!