Join us for an exciting evening at the Founders Arena Spring WealthTech Accelerator Demo Day!
This event will showcase the six innovative WealthTech startups in the Spring 2024 Cohort:
- Bento Engine: Provides impactful wealth management advice through a powerful Advice Engine, Proprietary Content Library, and timing expertise, enhancing Financial Advisors’ efficiency.
- Caribou: Partners exclusively with financial advisors and their clients to plan for current and future healthcare costs, creating holistic and accurate financial plans.
- Responsive: Partners exclusively with financial advisors and their clients to plan for current and future healthcare costs, creating holistic and accurate financial plans.
- Testimonial iQ: Offers a fully compliant marketing validation platform, enabling advisors to generate client testimonials, enhance their digital presence, and effectively accelerate growth.
- Trustate: Provides advisors with the world’s first estate operations platform that automates the tedious tasks associated with trust funding and estate/trust administrations.
- upSWOT: Unlocks essential data-driven insights about small and mid-sized businesses, empowering advisors to better tailor digital wealth offerings to meet their clients’ needs.
Demo Day brings together Registered Investment Advisors (RIAs), investors, technology distributors, wealth management firms, subject matter experts, and community members to meet and network with the next generation of WealthTech leaders.
Each startup is enterprise-ready and prepared to make an impact on local firms in the Dallas-Fort Worth area and beyond!
- Event Date:
July 23, 2024 - Event Time:
4:00 pm – 7:00 pm CT - Event Location:
UTA Center for Entrepreneurship and Technology Development
Arlington, TX
