Future Proof Announces Groundbreaking Lineup of Fintech Demo Drop III Finalists

Seven leading fintechs are set to showcase their innovations to thousands at the premier wealth management event of 2024

Future Proof, the award-winning B2B events company behind the Future Proof Festival—the largest annual marketplace for fintech and wealth management decision-makers—announced today an elite group of finalists for the third annual Future Proof Fintech Demo Drop. The Fintech Demo Drop III will take place live during the Future Proof Festival in Huntington Beach, CA, from September 15-18, 2024. This unique opportunity offers fintech innovators the chance to showcase their latest technology tools and solutions to thousands of the fastest-growing wealth management firms and industry peers.

Presenters for Future Proof’s Fintech Demo Drop III were chosen by an independent committee of industry experts, who assessed each applicant for creativity, innovation, and potential impact on the audience. The selected finalists showcase a diverse range of innovations, from bootstrapped to venture-backed companies, poised to attract industry leaders with their cutting-edge advancements.

“I was amazed by the quality of tools from the 100+ applicants for Fintech Demo Drop III,” said Matt Middleton, Founder & CEO of Future Proof. “This year’s finalists are at the cutting edge of wealth management technology. Their solutions can transform the industry and help firms serve their clients better. We are excited to give them a platform to showcase their innovations.”

Future Proof is proud to present the outstanding finalists, who will deliver demos at the festival on Sunday, September 15th, 2024:

• Canopy - An investing platform that changes the way money is managed with tax-individualized investing.
• Dispatch - Financial advisors use Dispatch to automate onboarding, instantly open accounts, and continuously keep client data in sync across their tech stack.
• FINNY AI - An AI-driven prospecting tool that automates lead identification, engagement, and scheduling for financial advisors.
• Fynancial - A private social financial platform combining traditional wealth management tools with modern engagement features for an exceptional client experience.
• Jump - An AI Meeting Assistant that streamlines admin work for financial advisors by providing automatic meeting prep, documentation, and analytics.
• LODAS Markets - The only fully automated online marketplace that matches buyers and sellers of alternative and real estate investments.
• TaxStatus - A comprehensive platform with a real-time, bi-directional integration with the IRS to solve for lead gen, data aggregation, and accelerated financial planning using real-time taxpayer data.

The Fintech Demo Drop nomination process was highly competitive, with over a hundred applications, most from companies founded in 2021 or later. Notably, fintech companies have a diverse range of focuses, including streamlining investment operations, personal financial management tools, tax-related services, transaction processing, and AI-driven financial analysis, to name a few. This trend highlights the industry's commitment to using cutting-edge solutions to drive efficiency, inform strategic decisions, and elevate service standards.

"Future Proof Festival brings together the largest audience of wealth management decision-makers from across the industry, and the Fintech Demo Drop III finalists showcase diverse aspects of the ecosystem,” said Michael Batnick, Managing Partner at Ritholtz Wealth Management. “Whether your firm is small or large, there's something for everyone, making this session an excellent way for advisors to quickly identify massive opportunities."

To gain exclusive insights from expert speakers, experience top-tier entertainment, and network with this amazing community building the future of wealth management, register today. For more information, please visit futureproofhq.com/festival.

About Future Proof

Launched in 2021, Future Proof has quickly become the world’s largest event brand dedicated to the modernization and advancement of the wealth and investment management industry. Future Proof organizes a variety of events throughout the calendar year, all of which leverage cutting-edge event technology to connect investors, financial advisors, fund managers, tech companies and financial services firms, helping them efficiently raise and allocate assets as well as make informed technology buying decisions.

An award-winning events company with event Net Promoter Scores consistently exceeding 70 and meetings satisfaction rates greater than 95%, Future Proof has pioneered many groundbreaking formats for the wealth and investment management industry, ranging from facilitated one-to-one meetings, peer group networking and hosted buyer programs to outdoor-centric festivals, citywide events and curated retreats.

For more information, visit futureproofhq.com or follow Future Proof on X, Instagram, and LinkedIn.

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