Founders Arena WealthTech Accelerator began its second cohort this month, welcoming a new group of startups. Back row from left: Hamza Qadir (TFA), Philipp Hecker (Bento Engine), Day Wachell (Responsive), Andrew Johnson (Testimonial IQ), Tara Faquir (Trustate), Christina Viglietta (Bento Engine), Scott Parsinen (TFA). Front Row: Camille Santorac (TFA), Christine Simone (Caribou), Lea Del Percio (Trastate), Pam Citron (TFA). Not pictured is Dmitry Norenko (upSWOT). [Photo: The Founders Arena]
The next batch of companies to join The Founders Arena WealthTech Accelerator’s global accelerator program was announced on Monday.
The second annual accelerator is a collaboration between First Rate Inc., SEI, Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation.
“Our second group represents the forefront of wealth tech innovation, with solutions that promise to reshape the future of our industry,” Founders Arena President Pamela Cytron said in a statement. Stated. “As society approaches the largest intergenerational wealth transfer in history, the wealth management industry must evolve to meet the digital-first preferences of a new generation. These startups are leading this transformation. ”
Fintech startup participants
According to the accelerator, each company in Group 2 brings a unique approach to asset management challenges.
- vent engine We focus on the intersection of technology and impactful wealth management advice. Bento combines his powerful advice engine, his library of proprietary content, and timing expertise to increase the impact and efficiency of his financial advisors. Bento Engine is based in Westport, CT.
- caribou wealth is a non-commissioned medical planning firm that works exclusively with financial advisors and their clients to plan for current and future medical expenses and create comprehensive and accurate financial plans. Caribou Wealth is based in San Francisco.
- Responsive AI is a hybrid wealth advisor solution for banks and private individuals. Responsive specializes in building software that improves advisor productivity and engagement. Behavioral data analysis allows advisors to identify and address opportunities and risks for their clients. Responsive AI is based in Vancouver, British Columbia.
- Customer testimonials IQ is a fully compliant marketing validation platform customized for financial advisors, allowing them to generate client testimonials, strengthen their digital presence, and effectively accelerate their growth. The platform has built-in disclosure and compliance monitoring to streamline the process from collecting reviews to publishing them on sites like Google Reviews. Testimonial IQ is based in Denver, Colorado.
- trust is the world’s first real estate management platform that automates the tedious tasks associated with trust funding and estate/trust management. Trustate’s solutions save professionals countless hours of non-billable time and allow them to focus on what matters most: their clients. Trustate is based in Tampa, Florida.
- Up SWOT is a white-label, embedded financial and business management platform designed to uncover critical data-driven insights for relationship managers. Data Insights Platform allows small businesses to connect accounting, ERP, payroll, e-commerce, marketing, CRM, and other apps for accurate cash flow forecasting, improved credit scores, business valuation tools, and advisors. Get actionable insights. Enhance the delivery of digital assets to your customers. UpSWOT is based in Charlotte, North Carolina
The 12-week accelerator program starting today in Arlington is designed to help early- to growth-stage WealthTech founders accelerate their revenue growth and go-to-market efforts.
Founders Arena said participating startups will benefit from mentorship, strategic partnerships and direct engagement with leading financial institutions through highly curated in-person and virtual “VIP Days.”
“The global wealth management landscape is ripe for innovation, and the Founders Arena WealthTech Accelerator has demonstrated its ability to identify and grow the next generation of companies that can transform wealthtech.” said Sneha Shah, Head of Business Ventures. statement. “We are excited to build a brave future and continue to build meaningful connections between financial institutions and the program’s startups.”
Arlington’s “Positive Ecosystem Impact”
The 12-week program will be held in Arlington and will position Arlington as a hub for technology innovation.
Funded by the Arlington Economic Development Corporation, the Founders Arena WealthTech Accelerator partners with local schools and organizations, including Tarrant County Community College and Universities, to host student hackathons, networking events, technical assistance workshops, and more. We run a variety of community programs throughout the year, including: University of Texas at Arlington.
“The Founders Arena WealthTech Accelerator has brought tremendous innovation and economic vitality to Arlington. We welcome and celebrate this new group of companies, while also building on the entrepreneurial spirit and technological advancement that define our city. We continue to embrace the spirit of the Arlington Economic Development Corporation,” Marty Wieder, executive director of the Arlington Economic Development Corporation, said in a statement.
Trina Stone, co-founder of First Rate Inc., said in a statement: “We are excited to welcome the second batch of great startups and once again partner with The Founders Arena WealthTech Accelerator.” “These companies have already proven that they can add value to the wealth management sector, and through the accelerator, they will also be able to positively impact the local ecosystem here in Arlington.”
As part of the program, Founders Arena will invite wealth managers, banks, investors and other strategic partners across the financial services ecosystem to participate in a series of interactive events aimed at accelerating their research and development efforts. He announced that he plans to collaborate with the second group through workshops and presentations. In the wealth tech field.
“Republic Capital Group is excited to join as an official partner of The Founders Arena WealthTech Accelerator. We pride ourselves on staying ahead of the curve by providing the best WealthTech solutions to our clients in the wealth management industry. and joining the accelerator will help us do just that,” Republic Capital Group CEO John Langston said in a statement.
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