Future Proof Announces Groundbreaking Lineup of Fintech Demo Drop III Finalists
2024年7月24日 - 11:13PM
ビジネスワイヤ(英語)
Seven leading fintechs are set to showcase
their innovations to thousands at the premier wealth management
event of 2024
Future Proof, the award-winning B2B events company behind
the Future Proof Festival—the largest annual marketplace for
fintech and wealth management decision-makers—announced today an
elite group of finalists for the third annual Future Proof Fintech
Demo Drop. The Fintech Demo Drop III will take place live during
the Future Proof Festival in Huntington Beach, CA, from September
15-18, 2024. This unique opportunity offers fintech innovators the
chance to showcase their latest technology tools and solutions to
thousands of the fastest-growing wealth management firms and
industry peers.
Presenters for Future Proof’s Fintech Demo Drop III were chosen
by an independent committee of industry experts, who assessed each
applicant for creativity, innovation, and potential impact on the
audience. The selected finalists showcase a diverse range of
innovations, from bootstrapped to venture-backed companies, poised
to attract industry leaders with their cutting-edge
advancements.
“I was amazed by the quality of tools from the 100+ applicants
for Fintech Demo Drop III,” said Matt Middleton, Founder
& CEO of Future Proof. “This year’s finalists are at the
cutting edge of wealth management technology. Their solutions can
transform the industry and help firms serve their clients better.
We are excited to give them a platform to showcase their
innovations.”
Future Proof is proud to present the outstanding finalists, who
will deliver demos at the festival on Sunday, September 15th,
2024:
- Canopy - An investing platform that changes the
way money is managed with tax-individualized investing.
- Dispatch - Financial advisors use Dispatch to
automate onboarding, instantly open accounts, and continuously keep
client data in sync across their tech stack.
- FINNY AI - An AI-driven prospecting tool that
automates lead identification, engagement, and scheduling for
financial advisors.
- Fynancial - A private social financial platform
combining traditional wealth management tools with modern
engagement features for an exceptional client experience.
- Jump - An AI Meeting Assistant that streamlines
admin work for financial advisors by providing automatic meeting
prep, documentation, and analytics.
- LODAS Markets - The only fully automated online
marketplace that matches buyers and sellers of alternative and real
estate investments.
- TaxStatus - A comprehensive platform with a
real-time, bi-directional integration with the IRS to solve for
lead gen, data aggregation, and accelerated financial planning
using real-time taxpayer data.
The Fintech Demo Drop nomination process was highly competitive,
with over a hundred applications, most from companies founded in
2021 or later. Notably, fintech companies have a diverse range of
focuses, including streamlining investment operations, personal
financial management tools, tax-related services, transaction
processing, and AI-driven financial analysis, to name a few. This
trend highlights the industry's commitment to using cutting-edge
solutions to drive efficiency, inform strategic decisions, and
elevate service standards.
"Future Proof Festival brings together the largest audience of
wealth management decision-makers from across the industry, and the
Fintech Demo Drop III finalists showcase diverse aspects of the
ecosystem,” said Michael Batnick, Managing Partner at
Ritholtz Wealth Management. “Whether your firm is small or
large, there's something for everyone, making this session an
excellent way for advisors to quickly identify massive
opportunities."
To gain exclusive insights from expert speakers, experience
top-tier entertainment, and network with this amazing community
building the future of wealth management, register today.
For more information, please visit
futureproofhq.com/festival.
About Future Proof
Launched in 2021, Future Proof has quickly become the world’s
largest event brand dedicated to the modernization and advancement
of the wealth and investment management industry. Future Proof
organizes a variety of events throughout the calendar year, all of
which leverage cutting-edge event technology to connect investors,
financial advisors, fund managers, tech companies and financial
services firms, helping them efficiently raise and allocate assets
as well as make informed technology buying decisions.
An award-winning events company with event Net Promoter Scores
consistently exceeding 70 and meetings satisfaction rates greater
than 95%, Future Proof has pioneered many groundbreaking formats
for the wealth and investment management industry, ranging from
facilitated one-to-one meetings, peer group networking and hosted
buyer programs to outdoor-centric festivals, citywide events and
curated retreats.
For more information, visit futureproofhq.com or follow Future
Proof on X, Instagram, and LinkedIn.
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version on businesswire.com: https://www.businesswire.com/news/home/20240724776742/en/
Media Contacts: StreetCred PR
futureproofpr@streetcredpr.com
Jimmy Moock 610-304-4570 jimmy@streetcredpr.com
Jason Lahita 973-460-7837 jason@streetcredpr.com