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

MJ Petroni

Cyborg Anthropologist and CEO of Causeit, Inc.

Russ Kliman

Russ Kliman

Head of Strategic Investments, SEI

Marshall Smith

Marshall Smith

Marshall Smith Managing Director, First Rate Ventures

Broderick Green

Broderick Green

Executive Director, Arlington Economic Development Corporation

Michael Jacobson

Michael Jacobson

President and CEO, Greater Arlington Chamber of Commerce

Allie Carey

Allie Carey

Global Head of Strategy for Private Banking, SEI

Emily Traxler

Emily Traxler

Managing Director of Data Services, First Rate

Krista Sticco Carr

Krista Sticco Carr

Head of Americas, UBS Next

Frank Costa

Frank Costa

Chief Growth Officer, World Insurance Associates, LLC

Ben Webster

Ben Webster

CEO & Founder, Owl ESG

Paul Hatch

Paul Hatch

CEO, Vestria Partners

Peter Laughter

Peter Laughter

Purpose Guide - Storyteller, True Bearing

Sneha Shah

Sneha Shah

EVP New Business Initiatives, SEI

Weldon Rice

Weldon Rice

Strategic Partnership Manager, Qraft Technologies, Inc.

Teresa Burton

Teresa Burton

GlovaBurt Consulting, Principal Consultant

Judson Stone

Judson Stone

Partner, Eclypses

Kendrick Wakeman

Kendrick Wakeman

CEO, WealthTech Strategy Partners

Samuel Deane

Samuel Deane

President & CEO, Deane Wealth Management

Hamza Qadir

Hamza Qadir

Managing Director, The Founders Arena

Daniel Schutte

Daniel Schutte

Managing Director, The Founders Arena

Pamela Cytron

Pamela Cytron

President - Chairwoman of the Board, The Founders Arena

Prabhakar Reddy

Prabhakar Reddy

Investor, Board Advisor, and Serial Entrepreneur

Stephen Kump

Stephen Kump

Co-Founder & CEO, CharityVest

Blake Wood

Blake Wood

CEO, Lumiant

Heather Holmes

Heather Holmes

Chief Evangelist, Lumiant

Mark Akeroyd

Mark Akeroyd

Head of Product, Lumiant

David Connor

David Connor

Managing Director, InvestSuite

Bart Vanhaeren

Bart Vanhaeren

CEO & Co-Founder, InvestSuite

Anuraag Tripathi

Anuraag Tripathi

Co-Founder & CEO, Manifest

Rohit Agarwal

Rohit Agarwal

Co-Founder & Co-CEO, Sora Finance

Siddhartha Oza

Siddhartha Oza

Co-Founder & Co-CEO, Sora Finance

Charles Almond

Charles Almond

Founder & CEO, Tax Status

Sabina Bhatia

Sabina Bhatia

Founder, The 360° Plot

Marcus D. Stroud

Marcus D. Stroud

Managing Partner, TXV

Mark Norcini

Mark Norcini

Regional Sales Director, SEI Sphere

Grayson Greer

Grayson Greer

Managing Director, First Rate

 Charles Johnson

Charles Johnson

VP of Team Business & Event Operations, XFL

Meet the Cohort

Charityvest.org

Atlanta, Georgia
InvestSuite.com

Leuven, Belgium
Lumiant.io

Sydney, Australia
UseManifest.com

Chicago, Illinois
SoraFinance.com

San Francisco, California
TaxStatus.com

Frisco, Texas

Event Agenda