Wealth Management EDGE - Day 2 - US Eastern
Location: Royal Palm Ballroom
- Oleg Tishkevich - CEO, Invent
Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.
Demo Companies:
1. Subatomic (2:47-2:52)
2. Practifi (2:53-2:58)
3. bQuest (2:59-3:04)
4. Feathery (3:05-3:10)
5. AcquireUp (3:11-3:16)
6. Vestmark (3:17-3:21)
7. Marloo (3:23-3:28)
8. Deepvest (3:29-3:34)
9. Socialive(3:35-3:40)
10. Poseidon (3:41-3:46)
11. Agilno (3:47-3:52)
12. Ridgeline (3:53-3:58)
Judges:
Location: Royal Palm Ballroom
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Verity Larsen - Founder & CEO, Versoft Consulting
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Paul Amelchenko - Senior Marketing Consultant, AcquireUp
- Toby Wade - Co-Founder and CEO, Deepvest
- Ara Coutts - Advisor, Feathery
- Hardy Michel - Co-Founder, Marloo
- Lauren Clough - Co-Founder & CEO, bQuest
- Oscar Husselbee - Account Executive, Practifi
- David Moricca - Founder and CEO, Socialive
- Freedom Dumlao - Chief Technology Officer & Chief AI Officer, Vestmark
- Sterling Perkins - Director of Solutions Consulting, Ridgeline
- Karl Simon - Co-Founder, CTO, Subatomic