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WealthTech Combine
 October 8 - 9, 2024

Are you ready to explore the future of WealthTech?

Mark your calendars as we proudly present the Fall 2024 WealthTech Accelerator! Join us for two days of innovation and insight, where industry titans,  pioneering startups, and investors come together to network, collaborate, and explore cutting-edge solutions.

Arlington ISD Center for Visual and Performing Arts - 
900 E Sanford St, Arlington, TX 7601

In addition to presentations from our latest WealthTech Accelerator cohort, the conference will feature influential voices in wealth management, bringing industry leaders together to discuss the future of the field. From AI-driven investment platforms to next-generation digital advisor tools, this event offers a unique opportunity to network, learn, and witness the transformative technologies shaping the future of wealth management. You can expect to experience:

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  • Live demos of revolutionary WealthTech products

  • Keynote presentations by industry thought leaders

  • Panel discussions on emerging trends and challenges

  • Exclusive networking sessions to build valuable connections

  • Opportunity to engage with startup founders and teams

Event Highlights

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KeyNote Speakers

  • 11:30AM: Arrival

  • 12:00PM: Welcome & Opening Remarks

  • 12:30PM: Leading Mission Alignment: How to Lead Your Team in Achieving a Shared Mission (Tony Brock, Executive Director of the National Medal of Honor Griffin Institute)

  • 1:30PM: Unveiling the Fall 2024 WealthTech Cohort. (Meet the six participating companies)

  • 2:15PM: Networking Break

  • 3:00PM: Tech Fusion: Wealth and Beyond

  • 3:45PM: Lone Star Capital: Scoring Big in Texas' Financial Boom

  • 4:30PM: City and EDC Spotlight: Arlington's Innovation Journey

  • 6:30PM: TechTober Fest - Celebrating WealthTech in the Heart of Texas

Agenda

October 8th - Day 1

  • 8:00AM: Continental Breakfast

  • 9:00AM: Innovate & Elevate (Sneha Shah, Executive Vice President and Head of New Business Ventures at SEI)

  • 9:45AM: Founders Unplugged: Candid Conversations (Fall 2024 WealthTech Accelerator Cohort)

  • 10:15AM: Commercial Networking Break

  • 10:30AM: Investment Synergy PE, VC, and Corporate VC Strategies in WealthTech

  • 11:15AM: Champion Circle: Leading WealthTech and Adjacent Industries

  • 12:00PM: Lunch

  • 1:00PM: WealthTech Speed Networking

  • 1:15PM: AI at Work: Partners in Progress

  • 2:30PM: Commercial Networking Break

  • 3:00PM: Launchpad Leaders: Navigating the Startup Acceleration Landscape

  • 4:15PM: The Open Playbook: Q&A with the Audience

  • 5:00PM: Closing Remarks

October 9th - Day 2

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