WealthTech Combine 2023
The Founders Arena
Dates: October 10 – 11, 2023
Location: The City of Dreams – Arlington, TX
Venue: The Center for Visual and Performing Arts (CVPA), Arlington, TX
Thank you for Participating in the WealthTech Combine 2023
Thank You for Joining Us at Our Unforgettable WealthTech Event! We want to extend our heartfelt gratitude to everyone who joined us at our exclusive gathering of the best and brightest minds in Wealth Management and Wealthtech. Together, we embarked on a journey to co-create the future of our industry, and your presence made this event truly remarkable.
- Engaging with Visionary WealthTech Companies: We witnessed groundbreaking innovations from visionary WealthTech companies that are poised to transform the way we deliver wealth management services. Your engagement with these cutting-edge solutions is a testament to your commitment to staying at the forefront of industry advancements.
- Networking and Knowledge Sharing: Our 2-day event was an immersive experience filled with enlightening panel discussions, thought-provoking conversations, and networking opportunities that connected you with industry experts and peers. Your active participation not only enriched your understanding but also contributed to the collective wisdom of our community.
- Building Transformative Partnerships: We encouraged meaningful and transformative partnerships that will help future-proof your strategies and prepare you for the next wave of wealth management. The connections you formed and the insights you gained will undoubtedly play a pivotal role in shaping the future of our industry.Your dedication to the success of this event and your commitment to advancing Wealth Management and Wealthtech have left an indelible mark on our community. As we move forward, let’s continue to drive innovation and progress in this dynamic field.Thank you once again for making our event a resounding success. We look forward to seeing you at future gatherings and working together to shape the future of our industry.
Sponsored By





Announced Keynote Speakers

MJ Petroni
Cyborg Anthropologist and CEO of Causeit, Inc.

Russ Kliman
Head of Strategic Investments, SEI

Marshall Smith
Marshall Smith Managing Director, First Rate Ventures

Broderick Green
Executive Director, Arlington Economic Development Corporation

Michael Jacobson
President and CEO, Greater Arlington Chamber of Commerce

Allie Carey
Global Head of Strategy for Private Banking, SEI

Emily Traxler
Managing Director of Data Services, First Rate

Krista Sticco Carr
Head of Americas, UBS Next

Frank Costa
Chief Growth Officer, World Insurance Associates, LLC

Ben Webster
CEO & Founder, Owl ESG

Paul Hatch
CEO, Vestria Partners

Peter Laughter
Purpose Guide - Storyteller, True Bearing

Sneha Shah
EVP New Business Initiatives, SEI

Weldon Rice
Strategic Partnership Manager, Qraft Technologies, Inc.

Teresa Burton
GlovaBurt Consulting, Principal Consultant

Judson Stone
Partner, Eclypses

Kendrick Wakeman
CEO, WealthTech Strategy Partners

Samuel Deane
President & CEO, Deane Wealth Management

Hamza Qadir
Managing Director, The Founders Arena

Daniel Schutte
Managing Director, The Founders Arena

Pamela Cytron
President - Chairwoman of the Board, The Founders Arena

Prabhakar Reddy
Investor, Board Advisor, and Serial Entrepreneur

Stephen Kump
Co-Founder & CEO, CharityVest

Blake Wood
CEO, Lumiant

Heather Holmes
Chief Evangelist, Lumiant

Mark Akeroyd
Head of Product, Lumiant

David Connor
Managing Director, InvestSuite

Bart Vanhaeren
CEO & Co-Founder, InvestSuite

Anuraag Tripathi
Co-Founder & CEO, Manifest

Rohit Agarwal
Co-Founder & Co-CEO, Sora Finance

Siddhartha Oza
Co-Founder & Co-CEO, Sora Finance

Charles Almond
Founder & CEO, Tax Status

Sabina Bhatia
Founder, The 360° Plot

Marcus D. Stroud
Managing Partner, TXV

Mark Norcini
Regional Sales Director, SEI Sphere

Grayson Greer
Managing Director, First Rate

Charles Johnson
VP of Team Business & Event Operations, XFL
Meet the Cohort
Event Agenda



