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Arlington Founders Arena Introduces New Class of Startups Through Its WealthTech Accelerator » Dallas Is Innovating

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Zeplyn from New York is one of the new participants of the Founders Arena WealthTech accelerator (photo: Zeplyn)

Arlington-based Founders Arena WealthTech Accelerator announced the third cohort of startups participating in its global accelerator program, in strategic partnership with SEI, First Rate Inc., Republic Capital Group, the City of Arlington and Arlington Economic Development Corp.

“Our new group of startups is developing cutting-edge solutions that will transform the industry,” Pamela Cytron, president of The Founders Arena, said in a statement. “From AI-powered tools to data-driven platforms and services, these organizations deliver real value to financial institutions and their customers. We look forward to providing them with unique development opportunities to strengthen their position in the market and across the industry.

The WealthTech accelerator said the latest crop of startups ushers in a new generation of solutions for advisors, clients and corporate clients. Cohort members include Agent IQ, LemonadeLXP, Mammoth Technology, Practice Intel, Quinn and Zeplyn.

The 12-week accelerator program is designed to support and fuel the growth of WealthTech startups by providing them with access to resources, mentoring, networking opportunities and investors.

Founders Arena is headquartered on the First Rate, Inc. campus. on Ascension Boulevard in North Arlington. (Photo: Founders Arena)

Startups in the cohort

According to the accelerator, the latest cohort is tackling some of the biggest challenges in wealth management and supporting a new wave of innovation:

  • Agent IQ: Based in Austin, Texas, Agent IQ offers financial institutions a more seamless way to engage customers through digital channels by combining human experience and cutting-edge artificial intelligence.
  • LemonadeLXP: LemonadeLXP helps financial services companies support digital adoption, liquidity and growth. The Ottawa, Ontario-based company provides a learning platform for faculty, a digital implementation platform that supports technology adoption and provides on-demand customer support, and an AI-powered knowledge repository that provides on-demand support to employees.
  • Mamut technology: Mammoth Technology provides cutting-edge financial technology solutions that enable registered investment advisors and fund managers to streamline operations and improve customer service by pushing the boundaries of what is possible in the financial technology landscape. Mammoth Technology is based in Fort Wayne, Indiana.
  • Exercise Intel: Based in Boca Raton, Florida, Practice Intel is a data-driven platform that helps advisors and companies measure, improve and monetize the quality of client relationships to generate greater value.
  • Quinn: Quinn enables financial institutions to exponentially expand their reach and impact by harnessing the power of artificial intelligence to deliver financial planning and financial advice at scale at a human level, effortlessly tapping into previously inaccessible demographics without the need for additional hiring. The company is headquartered in New York, New York.
  • Zeplyn: Zeplyn is a New York-based AI platform built specifically for financial advisors and wealth management firms to comprehensively automate client meeting processes. Zeplyn enables financial advisors to streamline and automate everything from meeting preparation to documentation, follow-up tasks and updating client data in the end-user software.

More about the Accelerator and the WealthTech Combine

Launched in September 2023, the Founders Arena WealthTech Accelerator program is a hybrid program offering a combination of on-site and virtual components such as workshops, prospecting events, mentoring sessions, networking events and VIP visits that provide highly tailored support to address specific problems . needs and challenges.

“The WealthTech Accelerator provides the support these pioneering organizations need to accelerate and bring their innovative solutions to the broader market,” Sneha Shah, head of new business ventures at SEI, said in a statement. “We are impressed by the caliber of startups joining the WealthTech Accelerator and look forward to helping them access resources and build connections that can grow their businesses.”

Arlington Mayor Jim Ross said the accelerator benefits the city.

“Arlington has become a hub for WealthTech 3.0, and Founders Arena continues to support the city’s core mission of local growth and innovation,” Ross said in a statement. “Their commitment to reinvesting in our community through designated programs tied to education and local initiatives becomes a magnet for new businesses and a support for our city’s continued economic expansion.”

Startups participating in The WealthTech Accelerator will present at the Founders Arena WealthTech Combine on October 8-9 in Arlington.

WealthTech Combine is a place where industry titans, pioneering start-ups and investors meet to network, collaborate and discover cutting-edge solutions, says the accelerator. This year’s keynote speaker will be Tony Brock, executive director of the National Medal of Honor Griffin Institute. Find out more about the event and register here.

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