The Founders Arena WealthTech Accelerator, in collaboration with First Rate, Inc., SEI®, Republic Capital Group, the City of Arlington and the Arlington Economic Development Corporation (EDC) held its second annual WealthTech Combine event on Oct. 8-9, 2024. The event featured influential voices in wealth management, networking and live demos of revolutionary WealthTech products.

“The Founders Arena has helped put Arlington on the map nationally—as they recruit, convene, engage, and assist wealth-tech gazelles looking to step up their games,” said Marty Wieder, executive director of the Arlington EDC. “Moreover, they schedule and pull off great events such as the dynamic Spring WealthTech Accelerator Demo Day to help illustrate their work with these young companies,” he said. 

The third cohort of participating companies presented their business pitches, which they will hone throughout the 12-week accelerator program.

Each company brings a distinctive approach to wealth management challenges:Agent IQ: Based in Austin, Texas, Agent IQ offers financial institutions a more seamless way to engage clients through digital channels by combining the human experience and cutting-edge AI.

 LemonadeLXP: LemonadeLXP helps financial services companies drive digital adoption, fluency and growth. Based in Ottawa, Ontario, the company provides a learning experience platform for teaching staff, a digital adoption platform to drive tech adoption and support customers on demand, as well as an AI-powered knowledge repository to support staff on demand.

 Mammoth Technology: Mammoth Technology provides cutting-edge financial technology solutions that empower registered investment advisors and fund managers to streamline operations and enhance client service by pushing the boundaries of what's possible in the financial technology landscape. Mammoth Technology is based in Fort Wayne, Indiana.

 Practice Intel: Based in Boca Raton, Florida, Practice Intel is a data-driven platform that helps advisors and firms measure, improve and monetize the quality of client relationships to drive greater value.

 Quinn: Quinn empowers financial institutions to exponentially broaden their reach and impact by harnessing the power of AI to deliver human-level financial planning and advice at scale, effortlessly tapping into previously unreachable demographics without the need for additional hiring. The company is based in New York, New York.

 Zeplyn: Based in New York, New York, Zeplyn is an AI platform purpose-built for financial advisors and wealth management firms to automate their client meeting workflows end-to-end. Zeplyn enables financial advisors to streamline and automate everything from meeting prep to documentation, follow-up tasks, and updating client data in downstream software.

The Founders Arena also helps foster innovation within the community through collaborative hackathons at UT Arlington, as well as supporting business and entrepreneurship programs like the What’s Your Big Idea Entrepreneurship Contest (Arlington ISD) and the Maverick Business Pitch competition.

“In Arlington we have office space, we have energy, we have resources, we have a good cost of living, we have a host of engineers at UT Arlington. We’re building a culture of technology and innovation to bring businesses here,” said Pamela Cytron, president of The Founders Arena. 

Cytron said that there are numerous events and programs on the horizon, including working closely with future entrepreneurs at UT Arlington and an AI-related event in the spring. Applications for the fourth cohort of the WealthTech Accelerator open in December. To learn more, visit www.thefoundersarena.com