The Founders Arena WealthTech Accelerator Announces First Cohort, Calls on Wealth Managers to Participate in Unique Research and Development Opportunities
Summary
Charityvests intuitive design makes a traditionally complex financial product both simpler and more powerful, enabling tax-smart, purposeful philanthropy to be more attractive, efficient, and accessible to donors large and small. Their suite of white-label InvestTech solutions are used by global companies to extend their product range in an agile, fast and cost-effective way so they can stay ahead of the curve and thrive in this increasingly digital world. Soras software offers a live look into existing debt, advanced analytics, and insights on the lender ecosystem, proactively alerting advisors to ways clients can save money on their consumer liabilities. With analytics and ongoing monitoring capabilities, Tax Status delivers critical notifications and insights that wealth advisors, lenders, businesses and individuals can use to make more informed decisions. "Banks and large enterprises in the wealth management sector are eager to leverage the innovative products being built by WealthTech entrepreneurs," said Paul Hatch, Founding Partner and CEO, Vestria Capital.