Robert (Bob) Clare is the founder, CEO and board chairman of Fispoke, a wealth-infrastructure startup he co-founded in 2023 with Nathan Berk. Fispoke gives independent financial advisors a white-labeled private banking layer - cash, credit, securities-based loans and mortgages - traditionally locked inside wirehouses and private banks. A Georgetown MBA, Clare spent years in operating and consulting roles at Bank of America, Cognizant and JDX Consulting before deciding the advisor channel needed banking tools of its own. Fispoke has raised roughly $5.45M and signed partnerships with Broadridge, Bell Bank, Wealthbox and Sage Home Loans.
Satayan Mahajan is the founding CEO of Datalign Advisory, a Cambridge, Massachusetts fintech that matches Americans with vetted fiduciary financial advisors using AI and human-centered design. An MIT alumnus and Media Lab pioneer, he spent two decades building motion-capture and gaming companies (Motus, iClub) before an eight-year run at Amazon as a GM and Head of Product. He returned to startup mode in 2024 when Cogo Labs founder Dave Blundin recruited him to lead Datalign, which has since referred more than $80 billion in assets across thousands of advisors.
Alix is a San Francisco wealthtech company that automates estate settlement, the slow, paperwork-heavy process of closing a person's affairs after they die. Pairing agentic AI with human Settlement Specialists, Alix handles 100+ tasks, from asset discovery and debt negotiation to probate filings and account closures, that typically take an executor up to 900 hours over 9 to 18 months. Founded in 2023 by Alexandra Mysoor and Hugh Tamassia, the company raised a $20M Series A in July 2025 led by Acrew Capital, with backing from Charles Schwab and Edward Jones Ventures.
Cache Financials is a San Francisco fintech that modernizes the exchange fund, a century-old tax-deferral vehicle once reserved for the ultra-wealthy. Its platform lets people with large, concentrated single-stock positions, especially tech workers sitting on appreciated RSUs and founder shares, diversify into a broad index-like portfolio without triggering an immediate capital gains tax bill. By cutting minimums from roughly $1 million to $100,000, charging far lower fees than legacy providers, and rebuilding the product on modern software, Cache has grown to more than $600 million in assets under management since launching in March 2024.
Eton Solutions is a wealth management technology company that builds AtlasFive, a cloud-native, AI-driven ERP platform purpose-built for family offices, multi-family offices, private equity firms and funds. Founded in 2015 by family office veteran Rob Mallernee, the platform unifies a family office's accounting, reporting, document management and workflow into a single source of truth, and now administers more than $1 trillion in assets for 800-plus families across 15 countries.
Marstone is an independent provider of enterprise-ready, white-label digital wealth management technology. Its 'Powered by Marstone' platform lets banks, credit unions, RIAs, and other financial institutions launch a branded digital investing and financial planning experience - including digital onboarding, robo and advisor-assisted investing, and goal-based planning - for far less than the cost of building one in-house. Founded in 2013 by Margaret Hartigan, the company's mission is to enhance financial literacy, deepen financial inclusion, and humanize finance for all.
Stirlingshire is a New York-based financial services company building an advisor-first investment platform. Operating through SEC-registered, FINRA-member subsidiaries Stirlingshire RIA LLC and Stirlingshire BD LLC, it offers a full-service broker-dealer and advisory model with a sharp twist: advisors keep 100% of their asset-management fees and commissions with zero firm expenses and permanent work-from-home flexibility, while clients can self-direct at zero commission and call on a professional advisor only when they want one. Founded in 2020 by Steven Woods, the firm pitches a 'third way' between fully managed portfolios and pure DIY investing.
Titanbay is a London-based private markets infrastructure provider that helps private banks, wealth managers and fund managers launch, distribute and operate private market funds. Its API-first platform handles fund structuring, investor onboarding, capital flows, compliance and reporting end-to-end, opening up private equity, venture capital and other alternatives that were historically reserved for large institutions. Backed by Motive Partners, abrdn and FNZ, the company surpassed $1bn in assets under management and was named to the 2025 WealthTech100.
Margaret Hartigan is the founder and CEO of Marstone, a Providence-based digital wealth management platform that banks and financial institutions white-label to deliver investing and planning tools to clients of all means. A former top-quintile Merrill Lynch financial advisor, she launched Marstone in 2013 to demystify and humanize finance, raised a Series B in 2024, and was named Innovator of the Year at the 2025 US Fintech Awards.
Neha Banerjee is a CEO Associate at Titanbay, the London-based private markets infrastructure platform, where she works alongside leadership at one of Europe's fastest-growing wealthtech companies. An Oxford mathematics and statistics graduate, she came up through operations consulting at Newton Europe, delivering data-driven change across retail, FMCG, aerospace and public services. As President of Raise Oxford she led a team of 65-plus students in a charity movement that has raised over £280k for the Against Malaria Foundation.
Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.
Robert Mallernee is the founder and CEO of Eton Solutions, the Research Triangle Park company behind AtlasFive, an integrated, cloud-native, AI-driven platform that runs the back office for more than 1,000 of the world's wealthiest families. A CFA with three-plus decades in ultra-high-net-worth wealth management, he built the software inside a real multi-family office (Eton Advisors) before spinning it out to sell to the rest of the industry. His pitch is blunt: spreadsheets are 'separate-sheets,' and the modern family office needs one system, not a hundred. In 2025 Eton closed a $58M Series C to push AtlasFive and EtonAI deeper into private equity, funds and global private banks.
Srikanth Narayan is the founder and CEO of Cache, a San Francisco brokerage built for people who are dangerously over-invested in a single stock. A former engineer at Uber and Alphabet's Waymo, he discovered exchange funds while trying to untangle his own concentrated Uber equity, then spent a year in stealth turning a tool reserved for $10M-plus private bank clients into a product with a $100,000 minimum. Since launching in March 2024, Cache has crossed $600M+ in assets and raised a $12.5M Series A led by First Round Capital.
Alastair Wood is the CEO of Raisin US, the American arm of the Berlin-born deposit-marketplace fintech. A lawyer by training who started as the company's General Counsel in 2023, he stepped into the top job in January 2026. His career runs through Big Law (Paul Hastings, Paul Weiss), a chief-of-staff stint inside Citi's global legal team, and early-employee roles at two scrappy fintech startups - retirement platform Kindur and renter-insurance company Rhino - before he landed at Raisin, where he now leads a platform that connects everyday American savers with banks and credit unions chasing deposits.
Marcos Martinez is the CTO and Co-Founder of Fligoo, a San Francisco-based AI company building intelligent recommendation and predictive analytics solutions for financial institutions. Born in Córdoba, Argentina, he co-founded Fligoo in 2012 after earlier stints in software development. Under his technical leadership, Fligoo evolved from a social-graph gift recommendation engine into a WealthTech platform serving major institutions including Mastercard, Broadridge Financial Solutions, and Wells Fargo. Fligoo was named to the WealthTech100 in 2024 and has raised over $17M in funding, including a Series A round in 2020.
Dusko Kelez is the Peruvian founder and CEO of Hapi App (YC W21), a San Francisco-based fintech that lets anyone in Latin America invest in U.S. stocks and crypto with no broker commissions and no minimums. After leading operations at Grin Scooters across seven countries and noticing that Latin Americans had no easy way to access global markets, he co-founded Hapi in 2020 with engineers Piero Sifuentes and Billy Caballero. Today the platform serves over 500,000 users in 20 countries, has raised $4.3M from Y Combinator and leading investors, and is celebrating milestones on the NASDAQ tower in Times Square.