The Founders Arena

What happened this week in #finance and #wealthtech? Let’s break it down. ➡️ Barron's ’s revealed the 100 Most Influential Women in U.S. Finance — leaders who are changing the game. ➡️ WealthTech Today released their March Integration Score update — spotlighting the platforms making advisors’ lives easier. ➡️ Mary Ellen Iskenderian is on a mission to help one billion women gain access to bank accounts. Huge. ➡️ New research shows women are set to inherit and control trillions in wealth in the coming decades. The industry’s shifting ... fast! ➡️ InvestmentNews shared the latest stats on what advisors care about: tech, personalization, and smarter client connections. 👉 Stay ahead. Follow us for more weekly rundowns and industry insights! #TheFoundersArena #FuelingFounders #WealthTech #AIinFinance #womeninstem #FintechNews #FinancialAdvisors #Investing #Leadership #Investing #Fintech #FinancialServices #WomensHistoryMonth #womensupportingwomen #InspiredWomen #WomenBusiness #WomenInWealth #WomenInTech #WomenLeaders #DiversityInFinance

We are proud to congratulate a member of our past cohort , Sora Finance team , on their acquisition by Flourish. Sora’s commitment to helping financial advisors deliver liability planning has been clear from day one, and this milestone is a reflection of their vision, execution, and leadership. We’re honored to have been part of their journey and look forward to following their continued growth and impact in the wealthtech space. Rohit Agarwal Siddhartha Oza #Thefoundersarena #WealthTech #Fintech #FounderSuccess #StartupMilestone #AcquisitionNews #Entrepreneurship #Innovation #StartupJourney #Leadership #VentureSuccess

There’s nothing better than watching our Founders Arena community pay it forward! One of our Founders Arena Ambassadors, Elena Carroll, recently welcomed Jud Mackrill and Kim Mackrill , co-founders of Mammoth Technology, to speak to her packed classroom at the College of Charleston School of Business. They shared their career insights and industry expertise with the students - we can't wait to see what the future holds for this next generation! #FoundersArena #Fuelingfounders #FoundersArenaCohort #WealthTech #Leadership #Entrepreneurship #Innovation #StartupCommunity #MentorshipMatters #FutureLeaders #BuildingTheFuture #BusinessEducation #TechLeaders #InvestInTheFuture #MammothTechnology #CollegeOfCharleston #GivingBack #PayItForward #NextGeneration

This Week in WealthTech: Women Leading the Charge & Big Industry Shifts! Finance and tech are evolving, and women are leading the charge. From reshaping wealth management to driving fintech innovation, the industry is seeing major shifts.   Here’s what’s making waves: 1️⃣ Women’s Voices in Finance – InvestmentNews dives into how RIAs can better engage female clients and amplify their financial influence. 2️⃣ Forbes' Top Women Wealth Advisors – Recognizing powerhouse advisors redefining client success and leadership in wealth management. 3️⃣ Goldman Sachs Expands in Dallas – A $500M campus and 4,600 employees signal a major shift in finance beyond Wall Street. 4️⃣ Women’s History Month in Wealth – Honoring the trailblazers who are shaping the future of financial advising. 5️⃣ Women in Tech: Past & Present – From pioneers to today’s innovators, women continue to drive the fintech revolution. Swipe through to get the full breakdown of the biggest moves, industry shifts, and the women making an impact. ⬇️ #TheFoundersArena #FuelingFounders #WealthTech #AIinFinance #womeninstem #FintechNews #FinancialAdvisors #Investing  #Leadership #Investing #Fintech #FinancialServices #WomensHistoryMonth #womensupportingwomen #InspiredWomen #WomenBusiness #WomenInWealth #WomenInTech #WomenLeaders #DiversityInFinance

The Founders Arena had the opportunity to host a table at the 14th Annual Inspired Women Luncheon, organized by the Greater Arlington Chamber of Commerce’s Women's Alliance. This event brought together an incredible community of women and allies, all dedicated to uplifting and empowering one another, not just in business but in life. The Professional Development Panel, moderated by Monique Winfree, set the tone for the day. As an experienced financial services leader, Monique guided the conversation with insightful questions and ensured each speaker's journey and advice truly resonated. The panelists shared incredible takeaways: ✨ Jeannie Deakyne: Reassess your environment; what worked yesterday may not work today. Creatively use your resources. ✨ Peggy Esparza: Don’t box yourself in, expand your skillset. Opportunities aren’t limited by age, so don’t be afraid to start something new. ✨ Carmenza Moreno: Courage is a choice; fear is a feeling. Choose courage. The event wrapped up with an inspiring keynote from Charean Williams, a trailblazer in sports journalism who continues to break barriers in a space where women are still pushing for a seat at the table. Women’s History Month isn’t just about reflecting on the past, it’s about celebrating the women making history right now. Huge thanks to Greater Arlington Chamber of Commerce for hosting such an impactful event and to everyone who showed up to support, learn, and connect. Who are the women who inspire you the most? Tag them in the comments and give them their flowers. #TheFoundersArena #FuelingFounders #WealthTech #AIinFinance #Womenintech #womeninstem #FintechNews #FinancialAdvisors #Investing #WomensHistoryMonth #womensupportingwomen #InspiredWomen #WomenBusiness #Leadership #ArlingtonTX #TexasBusiness #texas #networking #luncheon

This International Women’s Day, we’re shining a light on the incredible women across our Founders Arena Cohorts who are driving innovation in WealthTech and shaping the future of financial services. From reimagining AI-powered advisor insights to transforming client engagement - these women aren’t just part of the industry; they’re leading the charge! Heather Holmes – CEO, Lumiant Meenakshi Lakshmanan – Co-Founder & CTO, Manifest Christine Simone – Founder & CEO, Caribou Leah Del Percio – Co-Founder & CEO, Trustate Tara Faquir - MBA Faquir – Co-Founder & COO, Trustate Era Jain – Co-Founder & CEO, Zeplyn Kim Mackrill – Co-Founder & CEO, Mammoth Technology Christina Viglietta, CFA – COO, Bento Engine We’re proud to have these powerhouse leaders in our Founders Arena community! Building game-changing companies, breaking barriers, and making a lasting impact. #Internationalwomensday #womenshistorymonth #Womenintech #Womeninstem #TheFoundersArena #FuelingFounders #WealthTech #AIinFinance #FintechNews #FinancialAdvisors #Investing #Innovation #AI #WealthManagement #DigitalTransformation #FinancialServices #carousel #TechTrends #womenshistorymonth

🚨What Happened This Week In WealthTech🚨 March is Women’s History Month, and across WealthTech, finance, and philanthropy, women are making major moves.  This week, we’re spotlighting the latest stories on how women are shaping the future of wealth and innovation: 1️⃣ Women’s Growing Financial Power – By 2030, women will control $34 trillion in investable assets, yet 84% report lacking confidence in managing inherited wealth, emphasizing the need for financial education and guidance. 2️⃣ Dynasty Financial Partners’ Trailblazer Series – In honor of Women’s History Month, Dynasty celebrates female financial advisors and provides financial incentives to support more women in the wealth management industry. 3️⃣ Foundation Source + Charityvest – Foundation Source, which acquired Charityvest, is spotlighting female leaders in philanthropy, showcasing how women drive innovation in charitable giving and donor-advised funds. 4️⃣ The Need for Women in #AI – A new push calls for greater female representation in AI, arguing that diverse perspectives are crucial for innovation and better decision-making in technology and finance. 5️⃣ Golden Seeds 20th Anniversary – The angel investment network has invested $180 million in 250+ women-led businesses, with its #Dallas chapter continuing to fund and mentor female founders. Women are #breakingbarriers, but we need to keep the momentum going! Who else is making an impact in WealthTech this Women’s History Month? #TheFoundersArena #FuelingFounders #WealthTech #AIinFinance #Womenintech #womeninstem #FintechNews #FinancialAdvisors #Investing #Innovation #AI #WealthManagement #DigitalTransformation #FinancialServices #carousel  #TechTrends #womenshistorymonth

The numbers don’t lie, but the way we talk about them needs to change. In Startups Magazine, The Founders Arena President, Pamela Cytron, challenges the status quo. Let's be real. Women have been building businesses, leading industries, and driving innovation for centuries. So, how do we reframe the topic of success to move beyond VC funding to include the resilience, innovation, and impact women founders and business owners create? Check out Pam's take in Startups Magazine below. ⬇️ #TheFoundersArena #FuelingFounders #WealthTech #WomensHistoryMonth #WomenInSTEM #WomenInBusiness #WomenInTech #StartupSuccess #FemaleFounders #Leadership #Innovation #BreakingBarriers #Entrepreneurship #EmpoweringWomen #TechForGood #FutureOfFinance #InvestingInWomen #PurposeDrivenLeadership #Startups #Disruptors #PassionAndProgress

🚨 The biggest shifts in WealthTech this week🚨 From AI revolutionizing financial advisory to major players reshaping the robo-advisory space, the industry is moving fast. Banks are doubling down on wealth management, AI-driven platforms are securing massive funding, and automation is redefining how advisors operate. Here’s what you need to know: 1️⃣ Banks are turning to wealth management as a key growth strategy 2️⃣ Ellevest sells robo-advisory business to Betterment, reflecting continued sector consolidation 3️⃣ AI-powered platforms like Range are attracting major investments 4️⃣ 91% of financial advisors now use #AI — how is it reshaping their workflow? 5️⃣ Founders Arena cohort members take home top honors at the WealthTech Americas Awards These shifts aren’t just trends but signals of where wealth management is headed. What innovations are you most excited about? Drop your thoughts in the comments. #TheFoundersArena #FuelingFounders #WealthTech #AIinFinance #DigitalWealth #FintechNews #FinancialAdvisors #Investing #Innovation #AI #WealthManagement #DigitalTransformation #FinancialServices #FinancialAdvisors #TechTrends

🚨What’s Happening in WealthTech This Week🚨 From AI reshaping financial services to major investment trends, the future of wealth management is being built right now. Whether you’re a financial advisor, investor, or fintech enthusiast, staying ahead of these shifts is key. Here are 5 major WealthTech developments this week: 1️⃣ AI is redefining wealth management – Microsoft predicts AI will make high-level financial services more accessible, leveling the playing field for smaller firms. 2️⃣ Fidelity launches all-ETF model portfolios – Wealth managers now have more streamlined, diversified investment strategies at their fingertips. 3️⃣ Schroders expands its ultra-wealthy client base – With 400 new family offices joining, the firm is doubling down on serving the world’s wealthiest investors. 4️⃣ RISR secures a massive $8B partnership – Teaming up with Wealthcare Capital to provide more innovative tax planning and equity valuation tools for advisors. 5️⃣ US firms dominate WealthTech investments – Despite a global slowdown, US-based companies led the way, securing 42% of all funding deals. Which trend will have the biggest impact? AI, ETFs, ultra-wealthy clients, fintech partnerships, or US WealthTech dominance? ⬇️ Swipe through to dive into the biggest trends shaping the future of finance! #TheFoundersArena #FuelingFounders #WealthTech #FinTech #Investing #Innovation #FinanceNews #AI #DigitalTransformation #Crypto #Blockchain #FinancialServices #WealthAdvisors #FinancialAdvisors #TechTrends