Fintech
Future Proof Announces Groundbreaking Fintech Demo Drop III Finalist Lineup
Seven leading fintechs are set to showcase their innovations to thousands at the premier wealth management event in 2024
BOSTON, July 24, 2024–(COMMERCIAL THREAD)–Future proofthe award-winning B2B events company behind Future-proof festivals—the largest annual marketplace for fintech and wealth management decision makers—today announced an elite group of finalists for the third annual Future Proof Fintech Demo Drop. Fintech Demo Drop III will take place live during the Future Proof Festival in Huntington Beach, CA, 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.
The speakers for Future Proof’s Fintech Demo Drop III were chosen by an independent panel of industry experts, who evaluated each candidate based on creativity, innovation, and potential audience impact. The selected finalists showcase a wide 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 the tools provided by the 100+ applicants for Fintech Demo Drop III,” he said. Mattia MezzettiFounder and CEO of Future Proof“This year’s finalists are at the forefront of wealth management technology. Their solutions can transform the industry and help firms better serve their clients. We are excited to give them a platform to showcase their innovations.”
Future Proof is proud to present the outstanding finalists, who will present their demos at the festival on Sunday, September 15, 2024:
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Canopy – An investment platform that changes the way you manage your money with tax-friendly investments.
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Shipping – Financial advisors use Dispatch to automate onboarding, open accounts instantly, and keep client data in sync across their entire technology stack.
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TO THE FINNYS – An AI-powered prospecting tool that automates lead identification, engagement, and scheduling for financial advisors.
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Financial – A private social finance platform that combines traditional wealth management tools with modern engagement capabilities to deliver an exceptional customer experience.
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Jump – An AI meeting assistant that simplifies the administrative work of financial advisors by automatically providing meeting preparation, documentation and analysis.
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LODAS Markets – The only fully automated online marketplace connecting buyers and sellers of alternative investments and real estate.
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Tax status – A comprehensive platform with real-time, two-way integration with the IRS to solve lead generation, data aggregation, and accelerated financial planning challenges using real-time taxpayer data.
The story continues
The application process for the Fintech Demo Drop was highly competitive, with over a hundred applications, the majority from companies founded in 2021 or later. Fintech companies in particular have a wide range of focuses, including streamlining investment operations, personal financial management tools, tax services, transaction processing, and AI-powered financial analytics, 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.
“The 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 different aspects of the ecosystem,” he said. Michael Batnickmanaging partner at Ritholtz Wealth Management. “Whether your company is small or large, there’s something for everyone, making this session an excellent way for consultants to quickly identify great opportunities.”
To get exclusive insights from expert speakers, experience world-class 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 modernizing and advancing the wealth management and investment industry. Future Proof hosts a variety of events throughout the calendar year, all powered by cutting-edge event technology to connect investors, financial advisors, fund managers, technology companies and financial services firms, helping them efficiently raise and allocate assets and make informed technology purchasing decisions.
Future Proof, an award-winning events company with consistently high Net Promoter Scores above 70 and meeting satisfaction rates above 95%, has created numerous innovative formats for the wealth management and investment industry, ranging from facilitated one-on-one meetings, peer-to-peer networking and hosted buyer programs to outdoor festivals, citywide events and curated retreats.
For more information visit futureproofhq.com or follow Future Proof on X, User profileAND LinkedIn.
View original version on businesswire.com: https://www.businesswire.com/news/home/20240724776742/en/
Contacts
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