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This year’s FinovateFall 2024 Showcases Innovations in Wealthtech

For the first time, FinovateFall 2024 (September 9-11) will showcase innovations in the wealthtech sector. From AI-powered analysis and decision-making to embedded technologies that are democratizing the world of investing, this event is an excellent opportunity for asset managers, RIAs, and other professionals looking to leverage technology to enhance their wealth management businesses.

Heather Stowell, Finovate VP, and Demo Director, emphasized the importance of Finovate in spotlighting cutting-edge technology and financial services themes that dominate industry news. “The Great Wealth Transfer has been at the forefront of conversations, and we’re excited to showcase several startups innovating within wealth management and investing,” Stowell remarked.

The annual survey conducted by Acuity Knowledge Partners revealed that the intergenerational wealth transfer poses a significant opportunity and challenge for asset managers. Survey respondents also expressed a need for comprehensive solutions for estate, tax, and retirement planning, as well as a desire for growing revenues through customized research offerings. Managing costs while embracing digitalization and new technologies like AI were also highlighted as key goals.

Now, let’s take a closer look at six companies offering wealthtech solutions at FinovateFall 2024 in New York:

Eko Investments

Eko Investments offers investment opportunities to all clients starting from $10, focusing on democratizing access to financial advisors. The company is headquartered in New York and was founded in 2021. Connect with Eko Investments on LinkedIn.

GPTadvisor

GPTadvisor empowers financial institutions with AI tools for optimized decision-making, streamlined workflows, and improved client advisory, leading to business growth and operational excellence. The company is based in Madrid, Spain, and was established in 2023. Connect with GPTadvisor on LinkedIn.

illuminote

illuminote enables financial institutions and advisors to verify registered client legal estate records with confidence, providing access to authenticated data without costly tech integrations. The company is headquartered in Santa Rosa, California, and was founded in 2022. Connect with illuminote on LinkedIn.

QuAIL Technologies

QuAIL Technologies automates processes and boosts productivity, allowing organizations to focus on growth rather than management tasks. The company is based in Pittsburgh, Pennsylvania, and was founded in 2022. Connect with QuAIL Technologies on LinkedIn.

TIFIN AG

TIFIN AG leverages AI and ML to provide financial advisors with actionable insights, enabling data-driven decision-making that enhances client acquisition, expansion, and retention, fostering organic growth. The company is based in Charlotte, N.C., and was founded in 2023. Connect with TIFIN AG on LinkedIn.

TradingValley

TradingValley empowers companies with its AI-driven investing model, reducing research time for both individual and institutional investors. The company is based in Taiwan and was founded in 2015. Connect with TradingValley on LinkedIn.

If you’re a fintech company with innovative technology ready for prime time, join us in New York next month for FinovateFall and showcase your solution to an audience of over 2,000 decision-makers.

Conclusion: Your Gateway to Wealthtech Innovation

As FinovateFall 2024 approaches, the anticipation of groundbreaking wealthtech innovations is palpable. From democratizing investment access to AI-driven decision-making, the future of wealth management is evolving rapidly.

With the rise of digitalization and new enabling technologies, the landscape of wealth management is undergoing a transformation. Companies like Eko Investments, GPTadvisor, illuminote, QuAIL Technologies, TIFIN AG, and TradingValley are leading the way in revolutionizing how we manage wealth.

Don’t miss out on the opportunity to be part of this exciting journey towards a more inclusive and efficient wealthtech ecosystem. Join us at FinovateFall 2024 and witness the future of finance unfold before your eyes.

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