The Founders Arena

Spotlight Series: Unveiling Tomorrow's Trailblazers, One Cohort at a Time Introducing Bento Engine, one of the six innovative cohort companies participating in the Spring WealthTech Accelerator! Bento Engine is specifically designed to support wealth management advisors by enhancing their ability to deliver timely, personalized advice. Its flagship offering, Bento Embedded Advice, seamlessly integrates into existing CRM systems, equipping advisors with the tools to mine client data and deliver actionable insights without the need to learn new software. 🔍 What is Bento Embedded Advice? Bento Embedded Advice assists advisors in identifying the "Next Best Action" for their clients by leveraging advanced data mining techniques and generating proactive alerts. This enables timely and relevant advice that can significantly impact clients' financial health and wealth planning strategies. 👀 Why Choose Bento Engine? Bento Engine closes the advice gap in wealth management. This platform empowers advisors to provide comprehensive, compliance-approved financial guidance effortlessly. It is designed to help them build deeper client relationships and enhance their service offerings, making them an indispensable part of their clients' financial lives. 🌟 Join the Journey The Founders Arena is proud to support Bento Engine in their mission to transform wealth management through technology. Their innovative approach ensures that advisors can deliver top-tier advice efficiently and effectively. Discover more about how Bento Engine can revolutionize wealth management practices by visiting their LinkedIn page, Bento Engine, and website at www.bentoengine.com !

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: Goldman Sachs | RightCapital | DayMark Wealth Partners | Raymond James | Edelman Financial Engines #WealthManagement #WealthTech #RIA #Finance

Spotlight Series: Unveiling Tomorrow's Trailblazers, One Cohort at a Time Meet Caribou, one of the six cohort companies participating in our Spring 2024 WealthTech Accelerator! Caribou is revolutionizing the way financial advisors and wealth managers approach healthcare planning to build stronger financial futures for their clients. Their groundbreaking software, HealthPlanner, brings clarity to healthcare planning, all while supporting advisors in building deeper client relationships, growing AUM, and creating a differentiated client offering. 🔍 What is HealthPlanner? HealthPlanner is designed to help financial advisors plan and optimize client healthcare costs. The software allows advisors to guide their clients through the complexities of healthcare planning, highlighting potential tax savings and optimal insurance strategies to provide a more comprehensive financial plan. 👀 Why Choose Caribou? Healthcare costs are a major financial concern for Americans. Caribou brings clarity to the healthcare planning process by enabling advisors to assist their clients in planning confidently and stress-free. With Caribou, advisors are not just preparing their clients for the future—they are optimizing it. 🌟 Join the Journey The Founders Arena is thrilled to support Caribou on their path to transforming the intersection of healthcare and finance. We believe in their vision and are excited to see how they make a positive impact. Want to know more? Check out Caribou on LinkedIn and at caribouwealth.com

A huge shoutout to Manifest for bagging the 2024 Startup Award at UNLEASH. 🏆 Absolutely deserving!

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: Altruist | Goldman Sachs | RFG Advisory | Eton Advisors, L.P. | Osaic #WealthManagement #WealthTech #RIA #Finance

🚀 Day 1 of our Spring 2024 cohort has officially kicked off, and the energy is palpable! We are thrilled to be collaborating with six phenomenal companies: Bento Engine, Caribou, Responsive AI, Trustate, Testimonial iQ, and upSWOT. The first day was packed with enlightening introductions and engaging networking sessions, allowing each of us to learn more about the innovative work these teams are doing. As we roll into Day 2, the excitement continues to build! Stay tuned for more updates as we continue to foster these connections and support the incredible journeys of these enterprises! #Innovation #Networking #StartUpGrowth #Spring2024Cohort

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: The Founders Arena | Advisor360° | LPL Financial | TIFIN AG | Wealth Enhancement Group | Raymond James #WealthTech #WealthManagement #RIA #News

Our Spring WealthTech Accelerator Cohort II is making its way to City of Arlington next week. Join us at The Founders Arena for our Community Launch Event to witness the innovative technologies these pioneering startups bring to wealth management. Secure your spot now : https://lnkd.in/d8Gmc2DJ #WealthTech #Accelerator #Startup #Community #WealthTech3.0 #FuelingFounders.

Join us for an exciting and inspiring event as we kick off the Spring WealthTech Accelerator in the vibrant City of Arlington! #americandreamcity This event will mark the coming together of startups, city officials, and program sponsors to drive innovation, foster collaboration, and shape the future of our community.  Arlington TX Economic Development Corporation | Greater Arlington Chamber of Commerce |Arlington Black Chamber Of Commerce| Bento Engine| Responsive AI | Caribou | upSWOT | Testimonial iQ | Trustate

Here is what happened in the world of WealthTech in the previous week. 🗞 ----------------------------------------- To get more updates like these on your feed, make sure you follow The Founders Arena. 🏢 Companies in focus: Steward Partners | Verdence Capital Advisors | Ritholtz Wealth Management | Homrich Berg | Cresset #WealthTech #WealthManagement #Fintech #RIA #News