Marketing

Snappy Kraken

Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher quality experiences for existing clients.

Visit Booth

Zocks

Zocks Client AI is a privacy-first platform built specifically for Financial Services. Zocks assists with client meeting prep, note taking during virtual and in-person meetings, automates follow ups, and drafts personalized emails - without the need to record conversations.

Visit Booth

Matson Money

Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. We provide breakthrough education, tools, and coaching that can help families transform their financial futures.

Visit Booth

PlanTech Hub

Based in Richmond, VA, PlanTechHub is committed to the global democratization of human-led financial advice, offering innovative financial planning tools centered on our revolutionary scenario-based modeling.

Visit Booth

TIFIN AG

TIFIN AG is powered by a proprietary algo ensemble, unifying wealth data sources, and delivering growth through actionable feedback loops. Unify data through integrations with leading CRM and WealthTech providers. Organize and enrich your data against 3rd party data providers of demographic, financial, and relational datasets.

Visit Booth

Obsucra Pictures

Obscura Pictures is a film and video production company based in New York City. We are dedicated to creativity, quality and the dogged pursuit of our goal: to tell stories well. We work with clients and agencies from development through post-production to execute and maximize video creative -- on budget and on time.

Visit Booth

FMG Suite

FMG is proud to be the only all-in-one marketing technology platform for financial advisors. And we’re honored to have been voted #1 in customer satisfaction three years in a row according to the T3/Inside Information survey. Our mission is to make it easy for you to market authentically and effectively across every channel, from your website to social, email, print and mobile.

Visit Booth

Wealth Management GPT.com

Wealth Management GPT is a leading solution provider to the wealth management space, committed to transforming the space through the power of artificial intelligence.

Visit Booth