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Session Spotlight from the WealthTech Combine 2024




The Founder's Arena 2024 WealthTech Combine offered valuable insights into leadership, innovation, and strategic investing. Here are highlights from some of our favorites: 


1. Leadership Excellence with Anthony Brock: Anthony Brock highlighted that teams don’t naturally move toward success — leaders must actively align and motivate them with purpose. Effective leadership engages not only the intellect, but also the emotions, driving commitment to a shared mission. As leaders move forward, we must be mindful of where we are prone to drift off mission. Through all the changes and distractions, teams must work to maintain a long-term vision of serving their clients. 


2. Streamlining Private Investments with Mammoth: Mammoth is a model example of where we see the WealthTech space going. They recognized a need that clients don’t always receive from their advisors and created tech to solve the problem. Mammoth’s platform simplifies private investments by uniting clients, advisors, and asset managers. This unified approach reduces friction, streamlines processes, and improves efficiency, ultimately enhancing client experiences in wealth management.  


3. Corporate Venture Capital Insights from the Investment Synergy Panel: The Investment Synergy Panel with Marshall Smith, Kyle Carlson, and Kendrick Wakeman provided all attendees with a solid understanding of the Venture Capital and Corporate Venture Capital space. They discussed how CVC sees returns that are not only financial, but strategic. Some CVCs see it this way: 10x financial returns, 10x returns on things like innovation, talent, and distribution, in 10 years. Big corporates need innovation, and nimble startups need resources. Bringing the two together results in synergistic advantages for both sides.  


A huge thank you to Pam Cytron, Scott Parsinen, Camille Santrach, Hamza Qadir, and Garrett Mutch from The Founders Arena for building such a strong community of WealthTech supporters, adopters, and visionaries. We are grateful to be part of it. 

 

As a proud sponsor of The Founders Arena, WealthTech Strategy Partners is excited to see the impact that Cohort 3 — Agent iQ, LemonadeLXP, Mammoth Technology, Practice Intel, Quinn, and Zeplyn —will have on the industry.


We’re confident these innovators will continue pushing the boundaries of what's possible in wealth management. 

 

We look forward to the next steps and continuing this journey with all of you! 


Learn more about WealthTech Strategy Partners: https://www.wealthtechstrategy.com/

Learn more about The Founders Arena: https://www.thefoundersarena.com/



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