WealthTech Combine: A Success!
October 8-9, 2024
Thank you to everyone who joined us for an incredible two days of innovation, insight, and connection at the 2024 WealthTech Combine! Industry titans, pioneering startups, and investors came together to network, collaborate, and explore cutting-edge solutions that are shaping the future of wealth management.
From AI-driven investment platforms to next-generation digital advisor tools, attendees had the opportunity to witness transformative technologies firsthand. The event featured:
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Live demos of revolutionary WealthTech products from the Fall 2024 WealthTech Accelerator Cohort
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Keynote presentations by industry thought leaders
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Panel discussions on emerging trends and challenges
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Exclusive networking sessions to build valuable connections
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The chance to engage with startup founders and teams
Check back soon for updates and announcements on the next WealthTech Combine event, and take a look at one of our featured photos from this year’s conference below!
Event Highlights
Agenda
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8:00AM: Continental Breakfast
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9:00AM: Communication as Competitive Advantage
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Jennifer Sertl, President and Founder, Agility3R
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9:45AM: Writer: Building Generative AI for the Enterprise
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Yasmin Sachee, GTM - Verticals Lead, Writer
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10:30AM: Commercial Networking Break
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10:45AM: Investment Synergy PE, VC, and Corporate VC Strategies in WealthTech
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Kyle Carlson, Venture Portfolio and Commercialization Manager, SEI
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Marshall Smith , Managing Director, First Rate Ventures
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Kendrick Wakeman, Co-Founder and CEO, WealthTech Strategy Partners
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11:30AM: How News Shapes Advisor Strategies and Client Expectations
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Aaron Berger, Founder, A/M Partners
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Jennifer Sertl, President and Founder, Agility3R
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Danny Peterson, Senior Director, Direct-To-Consumer Marketing, CNBC
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Bryan Hasling, Financial Advisor, Modern Financial Planning
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Dr. Sima Jannati, Assistant Professor of Finance and Real Estate, UTA
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12:15PM: Lunch
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1:00PM: Founders Unplugged: Candid Conversations with the WealthTech Accelerator Cohorts
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1:30PM: Launchpad Leaders: Navigating the Startup Acceleration Landscape
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Hamza Qadir, Managing Director, The Founders Arena
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Allie Carey, Chief Strategy Officer of Private Banking and Wealth Management, SEI
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Charles Almont, Founder, TaxStatus
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Trina Stone, Co-Founder, First Rate
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2:15PM: Bringing Exponential Tech Into Enterprises: Integration, Alignment and Commercial Viability
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MJ Petroni, AI Fluency Leader & Cyborg Anthropologist, aifluency.guide
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3:00PM: The Open Playbook: Q&A with the Audience
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MJ Petroni, AI Fluency Leader & Cyborg Anthropologist, aifluency.guide
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Pamela Cytron, President, The Founders Arena
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3:30PM: Closing Remarks & Open Networking
October 9th - Day 2
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11:30AM: Arrival
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12:00PM: Welcome & Opening Remarks
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12:30PM: Leading Mission Alignment: How to Lead Your Team in Achieving a Shared Mission
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Tony Brock, Executive Director of the National Medal of Honor Griffin Institute
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1:30PM: Unveiling the Fall 2024 WealthTech Cohort
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Agent iQ, LemonadeLXP, Mammoth Technology, Practice Intel, Quinn, and Zeplyn
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2:15PM: Developing Relationships with the Help of AI
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MJ Petroni, AI Fluency Leader & Cyborg Anthropologist, aifluency.guide
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2:30PM: Networking Break
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3:00PM: Tech Fusion: Wealth and Beyond
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Elena Carroll, Executive Ambassador, TFA
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Michelle Garrett, Executive Ambassador, TFA
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Stephanie Reilly, Senior Advisor Business Consultant, SEI
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Anthony Termini, SVP of Business Development - Fintech Partnerships, Morningstar
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3:45PM: Lone Star Capital: Scoring Big in Texas' Financial Boom
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Pamela Cytron, President, The Founders Arena
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Barbara D'Amato, Founder & CEO, Trilogy Capital Corp. and Board Member at the State of Texas Economic Incentive Oversight Board
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Ronnie Spellman, Executive Leader and Host of Business Decoded
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Dave Stone, Co-Founder, First Rate
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Tony Brock, Executive Director of the National Medal of Honor Griffin Institute
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4:30PM: City and EDC Spotlight: Arlington's Innovation Journey
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Pamela Cytron, President, The Founders Arena
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Paul Corson, Chief Innovation and Entrepreneurship Officer, UTA
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Michael Jacobson, President and CEO, Greater Arlington Chamber of Commerce
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6:30PM: Pickle and Prosper - Evening Reception at Chicken N Pickle in Grand Prairie, TX
