Latest news with #FoundersArena
Business Wire
26-06-2025
- Business
- Business Wire
First Rate Integrates InvestSuite's StoryTeller to Transform Client Reporting Through Narrative-Driven Technology
ARLINGTON, Texas--(BUSINESS WIRE)-- First Rate, a leading provider of financial technology and services to the wealth management industry, today announced a strategic partnership with InvestSuite, a Belgium-based fintech specializing in white-labeled digital wealth solutions. The collaboration brings together First Rate's trusted performance reporting and calculation engine with StoryTeller, InvestSuite's cutting-edge narrative reporting solution, seamlessly integrated into the First Rate platform. This strategic collaboration was sparked by InvestSuite's participation in the inaugural cohort of The Founders Arena, where First Rate proudly serves as a corporate sponsor. "StoryTeller enhances how firms communicate value to their clients, and we're proud to partner with a forward-thinking company like InvestSuite to make that vision a reality.' - Ahmad El-Katib, Chief Product Officer at First Rate. Share This partnership marks a significant leap forward in client communication and digital engagement. As investors demand more intuitive and personalized insights, this integration empowers firms to move beyond data tables and charts, delivering dynamic, story-based insights that elevate the client experience. The partnership reflects the growing need for scalable, API-first tools in a market prioritizing transparency, automation, and personalized wealth experiences. 'We've built this integration from the ground up to serve the modern wealth management client," said Ahmad El-Katib, Chief Product Officer at First Rate. 'StoryTeller enhances how firms communicate value to their clients, and we're proud to partner with a forward-thinking company like InvestSuite to make that vision a reality.' Partnership Highlights: StoryTeller is now fully integrated into First Rate's Core 2.0 platform, enabling narrative-driven client reporting experiences. Co-branded go-to-market efforts are underway, targeting both existing First Rate clients and strategic channel partners. First Rate's data engine powers the narrative, ensuring consistency between performance reports and StoryTeller outputs. API-first architecture enables seamless integration into investor portals or downstream platforms. 'Combining our storytelling technology with First Rate's robust calculation engine unlocks powerful possibilities for advisors and investors alike,' said Bart Vanhaeren, Chief Executive Officer at InvestSuite. 'Together, we're redefining what investor communication can look like.' As the wealthtech landscape continues to evolve, this partnership positions First Rate and InvestSuite at the forefront of innovation, offering tools that are not only functional but also engaging, elegant, and future-ready. By bridging performance analytics with storytelling, this collaboration sets a new standard in how investment firms build trust and connection with their clients. ABOUT FIRST RATE First Rate, Inc. is a global financial solutions, services, and data partner. Founded in 1991, First Rate is headquartered in Arlington, Texas, and has offices in seven countries. First Rate is a privately held firm that serves global financial services firms, including wealth management, asset management, and bank and trust companies, with innovative financial technology. Delivering tailored solutions that enhance decision-making, strengthen client relationships, and create a lasting global impact, First Rate's culture prioritizes giving back to the industry and local communities. Additional information can be found at InvestSuite is a B2B-oriented company, founded with the mission of helping financial institutions thrive in an ever-digital world. With the understanding of the latest demands, the company continuously adapts its solutions to best encompass the needs of clients. InvestSuite takes a rigorous scientific approach to performance and analysis, with quants and technologists demanding relentless quality for the algorithms and processes that power all the products and services, translating raw data into meaningful and actionable insights for the everyday investor.
Yahoo
12-05-2025
- Business
- Yahoo
The Founders Arena WealthTech Accelerator Announces Spring 2025 Cohort Focused on AI, Automation, and Advisor Enablement
Fourth Cohort announced by Accelerator connects startups with financial institutions to fast-track research, development, and adoption ARLINGTON, May 12, 2025 /PRNewswire/ -- The Founders Arena WealthTech Accelerator, in partnership with First Rate, Inc., SEI® and the City of Arlington, today announced the selection of its Spring 2025 cohort. The six companies—AssetLink, Investipal, MDOTM, Sequence, Quorus, and YourStake—represent a diverse set of solutions designed to streamline financial advisory workflows, enhance investment performance, and deliver more personalized client experiences through automation and data intelligence. Now in its fourth cohort, The Founders Arena continues to serve as a launchpad for high-growth WealthTech companies, bridging the gap between founders and the financial institutions that power the wealth management industry. Since inception, four participating startups, Charityvest, Sora Finance, upSWOT, and Caribou, have gone on to be acquired, and multiple cohort companies, including Bento Engine and Zeplyn, have found unique ways of partnering together though the connections the cohort creates. "The Founders Arena really helped us in three key ways: it sharpened our pitch and value proposition for the RIA customer base, deepened our connectivity across the broader space, and enabled us to define a proof of concept with an enterprise customer," said Rohit Agarwal, Co-Founder and Co-CEO, Sora Finance. The Spring 2025 cohort includes: AssetLink: A bidirectional intelligence platform that empowers asset managers and distribution teams to make smarter, faster fund placement decisions by directly connecting with buyers whose clients align with their strategy. AssetLink is based in New York, NY. Investipal: An advisor-first tool that automates portfolio construction and proposal generation. Investipal's AI-driven optimization engine delivers transparent, customized investment recommendations in minutes, allowing advisors to focus on growth. Investipal is based in Toronto, Ontario. MDOTM: An AI-powered investment platform that enhances portfolio management, decision-making, and reporting for wealth and asset managers. By delivering actionable insights and automating investment workflows, MDOTM helps reduce manual errors and save time. MDOTM is based in London, United Kingdom, with offices in Milan and New York. Quorus: A platform that lets asset managers deliver tax-managed, customized investment accounts while automating trade execution and portfolio optimization. Managers can focus on strategy development while Quorus handles the infrastructure. Quorus is based in New York, NY. Sequence: A financial operating system that consolidates accounts and automates cash flow, liability management, and savings through direct integrations with users' financial tools. Currently serving consumers, Sequence plans to expand into B2B wealth management applications. Sequence is based in New York, NY. YourStake: A document intelligence and meeting assistant that enables advisors to skip administrative work and move straight to financial planning. YourStake automatically turns notes, statements, and forms into structured data and personalized portfolio analysis. YourStake is based in Brooklyn, NY. The 8-week hybrid program is based out of Arlington, Texas, and connects participating founders with mentors, investors, and executives at leading financial institutions. Through tailored "VIP Visits" with financial institutions, participants receive firsthand feedback from potential partners and clients in the wealth management ecosystem. "We're seeing an inflection point where advisors and asset managers are demanding tech that not only enhances outcomes but radically simplifies operations," said Pamela Cytron, President of The Founders Arena. "In a time when AI is accelerating change across the industry, it's never been more critical to spotlight breakthrough innovation." Executives and financial institutions are invited to participate in the Spring 2025 VIP Visits, a limited series of 1:1 meetings with the Spring cohort to help organizations source, pilot, and scale emerging technology. "The commitment of The Founders Arena to the City of Arlington has been truly profound," said Arlington Mayor Jim Ross. "Celebrating its second anniversary, and announcing their fourth cohort, the accelerator has demonstrated unwavering dedication to nurturing the next generation of founders while embedding itself into the fabric of our city. Their continued investment of time, resources, and talent into Arlington shows how we are a hub for innovation and entrepreneurship." "The Founders Arena has built something unique—an accelerator that actually accelerates product-market fit by putting startups in front of institutions early and often," said Kendrick Wakeman, Co-Founder and CEO of WealthTech Strategy Partners. "The proof is in the acquisitions and partnerships we've already seen come from the first three cohorts, and with this fourth one, we're excited to keep collaborating with visionary founders who are solving real industry challenges." About The Founders Arena WealthTech AcceleratorThe Founders Arena WealthTech Accelerator (TFA), based in Arlington, TX, is an accelerator program dedicated to supporting the next generation of WealthTech startups globally. In strategic partnership with the City of Arlington, First Rate Inc., SEI®, and the Arlington Economic Development Corporation, TFA provides a comprehensive ecosystem of resources, mentorship, and networking opportunities. By fostering collaboration between startups, financial institutions, and the local community, TFA aims to drive innovation in wealth management and contribute to Arlington's growing reputation as a hub for financial technology. TFA's program includes mentorship sessions, technical workshops, and community engagement activities, all designed to accelerate startup growth and promote innovation within the WealthTech sector. Through its unique blend of startup support and community involvement, The Founders Arena is paving the way for transformative solutions that meet the evolving needs of the wealth management industry. For more information visit Media Contact:Aaron Berger394995@ 917-355-8959 View original content to download multimedia: SOURCE The Founders Arena
