WMNfintech Lounge
Aria | Las Vegas | March 20 – 21
Aria | Las Vegas | March 20 - 21
Agenda
If you’re attending Fintech Meetup, join us for the following events.
2.20.21
12:15 - 1:15 PM
How to Show Up for Women in Fintech
Panel hosted by Nicole Casperson, Founder of Fintech is Femme, involving WMNfintech 2022 Cohort Founders
5:00 - 5:30 PM
Moderator
Alexandra Oleksiuk, World Business ChicagoÂ
Panelists
Investor perspective:Â
Tarun Gupta, Jump Capital
Â
Founder perspective:Â
Rochelle Nawrocki-Gorey, SpringFour
Â
Innovation hub perspective:Â
Stephanie Miller, CXO, 1871
Â
Financial community:Â
Andrew Harrison, Head US Digital Partnerships, BMO
5:30 - 7:00 PM
2.21.21
12:15 - 1:00 PM
WMNfintech Program Q&A
A WMNfintech Program Q&A will be held for attendees to learn more about the program and how they can get involved.
Featuring
Andrew Harrison, Head US Digital Partnerships, BMO
Alycia-Aubrey, Sr. Director of Affinity Programs, 1871
4:30 - 6:00 PM
Meet WMNfintech Program Alumni
Arena
Arena provides CFO services simplified for businesses. Our fractional CFO services have an underpinning of technology providing businesses with efficient financials and insights into their industry. Our Arena CFO coupled with our Arena Pay product optimizes a business and sets them up for growth.
Heather Tuason, Founder & CEO
Caribou
Caribou is a non-commissioned healthcare planning service that works exclusively with financial advisors and their clients to help plan for current and future healthcare costs, thereby creating a holistic and accurate financial plan.
Christine Simone, CEO & Co-Founder
Debtle
TBD
Stephanie Hoskins, Founder
CreditRich by The Wealth Factory Inc
CreditRich rounds up users spare change to pay their bills intelligently and increase credit scores as fast as possible in real time in partnership with Experian.
Angel Rich, Founder & CEO
Debtle
Debtle works with healthcare provider organizations, utility companies, and higher education institutions. We empower our clients to reach out to delinquent accounts with new solutions, resulting in saved time, lower cost to collect, increased revenue, and improved customer satisfaction.
Stephanie Hoskins, CEO & Co-founder
Expand HR powered by AtkCo
ExpandHR is your one-stop HR management system for hiring and onboarding that successfully reduces frustration and overwhelm, while saving time and money for small businesses with 100 employees or less.
Shayna Atkins, Co-Founder & CPO
Grounded Technologies
Grounded is a marketplace for banks offering core deposits, loan syndications, and CRA credit.
Danae Vachata, CEO & Co-founder
HomeZada
HomeZada is an online platform and app for homeowners to manage their largest asset and biggest expense, their home. This includes offering a secure, cloud-based solution to track a home inventory, a maintenance calendar, manage home projects and understand the total homeownership costs. HomeZada is also a solution that assists businesses and organizations that service homeowners in industries like insurance, mortgage, real estate, home building and more to retain and engage their existing customers and gain net new customers.
Elizabeth Dodson, Co-Founder
IndieTech
Indie Tech is market infrastructure built for financial institutions to manage their professional services suppliers transparently as they engage across the organization. Indie Tech harnesses the power of risk models found in capital markets front-office and puts them into the hands of the middle and back office helping to measure, monitor, and mitigate risk tied to suppliers in real-time. By tracking supplier engagement in a market-driven approach Indie Tech is able forecast supplier risk—helping large enterprise optimize pre-contract decision-making while managing performance risk post-contract.Â
Sophia Stone, CEO & Founder
SpringFour
SpringFour, a social impact fintech, empowers the financial services industry and employers to connect their consumers with nonprofit and government financial health resources, increasing payment performance and ROI, and improving consumer financial health. SpringFour crosses over the origination, servicing, collections and finheath spaces.
Rochelle Gorey, CoFounder & CEO
Pocketnest
Pocketnest, made by and for millennials and Gen Xers, brings you rich data and insights to reach younger audiences more efficiently, serve more people, identify more cross-sell opportunities, and promote holistic financial wellness. The best part? We white label our platform so it’s all in your brand.
Jessica Marie Willis, CEO and Founder
Plinqit
Plinqit provides financial education and automated savings bundled into one app. Plinqit offers access to low-cost deposits and cross-sell marketing data.
Kathleen Craig, Founder & CEO
SecondKeys
SecondKeys is a real estate software platform that utilizes AI to help protect properties and the people within them. SecondKeys has two products. The first is a property management suite that connects tenants, owners, property managers and vendors all in one place. The second product is the AI Mia, that predicts revenue, expenses, and maintenance in residential and commercial properties. The predictions that Mia provides properties are similar to appraisals and property inspections.Â
Amber Hayes, CEO & Founder
Sign-Speak
Sign-Speak is a revolutionary language translation services. Our AI-powered sign language recognition technology and support for multiple spoken languages make us the ideal solution for innovative financial service leaders looking to shape the future of accessibility.
Yamillet (Yami) Payano, CEO & Co-Founder
TruCrowd Illinois
truCrowd Illinois is an interstate crowdfunding platform, moving into the alternative investment management space with its latest product: Crowdfol.io. Crowdfol.io will standardize the post-campaign process for investors and companies via a customized “portfolio-like” dashboard allowing investors to view the status of all investments, while companies are able to efficiently manage their investors.
Florence Hardy, CEO
Trustate
Trustate is an end-to-end estate operations platform that uses data and task automation to help wealth management professionals quickly, efficiently, and accurately manage their estate workload. From estate administration task completion and asset and liability discovery tools to trust funding technology, Trustate is the only all-in-one platform specifically built for trusts and estate experts, by trusts and estate experts.
Leah Del Percio, CEO & Co-Founder
Xeni
Xeni offers a B2B2C travel selling platform that accepts crypto payment for travel. Our blockchain-based settlement engine allows for secure booking records storage, transparent transaction information to minimize invoicing disputes, and instant commissions settlement. After launching in late fall 2022, Xeni already has over 28,000 travelers holding the Xeni travel wallet.
Rachel Spector Obenshain, President