Wealth Management
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1:30 - 1:45p
Chantico Global supports clients with innovative asset allocation models, efficient processes and diligent monitoring to enable clients’ conviction in decision making, accountability and robust feedback.
1:45 - 2:00p
REAP is a mobile investor information platform that delivers cutting-edge AI solutions leveraging custom large language models (LLMs) to transform investor relations. The Reap app offers essential information on listed companies in a simple, elegant format, with real-time updates on news, financial results, and share prices, empowering investors to make informed investment decisions.
2:00 - 2:15
TrackStar AI helps national lenders and credit bureaus process more applications, make smarter decisions, and expand credit access with predictive machine learning.
2:15 - 2:30p
We're assembling the most comprehensive repository of global data providers, decision orchestrators, tools, and everything else that enables you to build a better fintech.
2:40 - 2:55p
GSI is an AI-native accounting platform that automates the accounting process end-to-end—data extraction, reconciliation, journal entries, report generation, and analysis. As an intelligent layer over your raw operational data, GSI organizes that data and delivers real-time financial intelligence—so teams close faster with fewer manual steps and clearer insight.
2:55 - 3:10p
Praktikant is the OperativeAI power user in the RIA Tech Stack. We provide an intelligent agent that works in the background. Our system seamlessly and securely integrates - and operates - your organization’s diverse software stack.
3:10 - 3:25p
Receivabull is the liquidity engine for revenue-based financing, revolutionizing how funders access capital through seamless receivables syndication. Our innovative platform empowers funders by transforming traditionally illiquid receivables into immediately accessible capital, fueling the growth and scalability of small business financing.
3:25 - 3:40p
Phinly is the AI-powered money app that helps you save, invest, and manage your money each day.Connect to over 100 providers. With over 20 actions and the power of AI, savings and wealth creation has never been easier.
3:40 - 3:55p
IBT leverages advanced analytical artificial intelligence (AI) and large language models (LLMs) to drive productivity, optimize portfolio returns, and proactively identify and mitigate potential risks across diverse segments of the debt market. Additionally, we specialize in providing tailored AI-driven and quantitative modeling solutions for all debt asset classes and over-the-counter (OTC) derivatives.
3:55 - 4:10p
ONEBIT helps independent business owners manage their cash flow by providing AI-driven insights from their sales and expenses in one mobile-friendly platform.