WealthTech Combine 2023
The Founders Arena
Co-creating the Future of Wealthtech and Wealth Management
We’re inviting YOU to a one-of-a-kind dedicated gathering for the best and brightest minds from Wealth Management and Wealthtech to come together to help co-create the future of our industry.
- Engage with visionary WealthTech companies set to transform the way we deliver wealth management services.
- Network with fellow Industry experts and peers for a 2-day event filled with enlightening, thought provoking panel discussions, and focused conversations that will cultivate your innovation mindset.
- Build meaningful and transformative partnerships that help to future-proof and prepare you for the next wave of wealth management.
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
Frank Costa
Chief Growth Officer, World Insurance Associates, LLC
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
October 10 -11
October 10, 2023
October 11, 2023