The Arlington-based Founders Arena WealthTech Accelerator has announced the third cohort of startups participating in its global accelerator program, in strategic partnership with SEI, First Rate Inc., Republic Capital Group, the city of Arlington, and the Arlington Economic Development Corp.

“Our new cohort of startups are developing cutting-edge solutions that will transform the industry,” Pamela Cytron, president of The Founders Arena, said in a statement. “From AI-powered tools to data-driven platforms and services, these organizations are delivering true value to financial institutions and their clients. We look forward to providing them with unique growth opportunities to advance their position in the market and the industry as a whole.”

The WealthTech Accelerator said its latest selection of startups are ushering in the next generation of solutions for advisers, customers, and enterprise clients. Cohort members include Agent IQ, LemonadeLXP, Mammoth Technology, Practice Intel, Quinn, and Zeplyn.

The 12-week accelerator program is designed to support and propel the growth of these WealthTech startups by providing them access to resources, mentorship, networking opportunities, and investors.

The Founders Arena program is headquartered out of the First Rate, Inc. campus on Ascension Boulevard in North Arlington. [Photo: Founders Arena]

Startups in the cohort

The accelerator said the latest cohort is tackling some of the greatest challenges in wealth management and fostering a new wave of innovation:

• Agent IQ: Based in Austin, Texas, Agent IQ offers financial institutions a more seamless way to engage clients through digital channels by combining the human experience and cutting-edge AI.
• LemonadeLXP: LemonadeLXP helps financial services companies drive digital adoption, fluency and growth. Based in Ottawa, Ontario, the company provides a learning experience platform for teaching staff, a digital adoption platform to drive tech adoption and support customers on demand, as well as an AI-powered knowledge repository to support staff on demand.
• Mammoth Technology: Mammoth Technology provides cutting-edge financial technology solutions that empower registered investment advisors and fund managers to streamline operations and enhance client service by pushing the boundaries of what’s possible in the financial technology landscape. Mammoth Technology is based in Fort Wayne, Indiana.
• Practice Intel: Based in Boca Raton, Florida, Practice Intel is a data-driven platform that helps advisors and firms measure, improve, and monetize the quality of client relationships to drive greater value.
• Quinn: Quinn empowers financial institutions to exponentially broaden their reach and impact by harnessing the power of AI to deliver human-level financial planning and advice at scale, effortlessly tapping into previously unreachable demographics without the need for additional hiring. The company is based in New York, New York.
• Zeplyn: Based in New York, New York, Zeplyn is an AI platform purpose-built for financial advisors and wealth management firms to automate their client meeting workflows end-to-end. Zeplyn enables financial advisors to streamline and automate everything from meeting prep to documentation, follow-up tasks, and updating client data in downstream software.

More on the Accelerator and the WealthTech Combine

Launched in September 2023, the Founders Arena WealthTech Accelerator is a hybrid program that offers a combination of in-person and virtual components such as workshops, client prospecting meetings, mentorship sessions, networking events, and VIP visits that provide highly tailored support to address specific needs and challenges.

“The WealthTech Accelerator is providing the support these trailblazing organizations need to fast track and bring their innovative solutions to the broader market,” Sneha Shah, head of new business ventures at SEI, said in a statement. “We’re impressed by the caliber of startups entering the WealthTech Accelerator, and we look forward to helping them access the resources and build the connections that can advance their businesses.”

Arlington Mayor Jim Ross said the accelerator benefits the city.

“Arlington has become a hub for WealthTech 3.0, and The Founders Arena continues to foster the city’s central mission for local development and innovation,” Ross said in a statement. “Their commitment to reinvesting in our community with designated programs linked to education and local initiatives is becoming a magnet for new companies and a support for our city’s continued economic expansion.”

The startups participating in The WealthTech Accelerator will present at the Founders Arena WealthTech Combine Oct. 8-9 in Arlington.

The WealthTech Combine is where industry titans, pioneering startups, and investors come together to network, collaborate, and explore cutting-edge solutions, the accelerator said. This year’s keynote speaker is Tony Brock, executive director for the National Medal of Honor Griffin Institute. Learn more about the event and register here.

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