The fintech revolution is already here. Seven game-changing companies will take center stage to showcase the innovations reshaping wealth and investment management at Future Proof Citywide in Miami Beach, FL on Sunday, March 16, 2025.
Future Proof, the largest annual marketplace for fintech, wealth, and investment management leaders, has unveiled the finalists for this year’s Future Proof Citywide Fintech Demo Drop. These finalists were selected by an independent panel of industry experts, who evaluated over 50 applicants based on creativity, innovation, and potential industry impact. Representing a diverse range of solutions, they bring cutting-edge technology to wealth management companies, family offices, and other financial services firms looking to stay ahead.
MEET THE FINTECH DEMO DROP FINALISTS:
- Alaris Acquisitions: A smarter approach to M&A with “Lens,” a tool that uses cultural matchmaking to align RIAs with the right partners for growth, succession, and operational efficiency.
- Carefull: AI-powered monitoring that protects advisors and their aging clients from fraud, scams, and costly financial mistakes through real-time alerts and proactive prevention tools.
- Focal: AI-driven workflow automation that eliminates manual clicking and data entry, allowing advisors to streamline operations across multiple wealthtech platforms.
- ModernLife: An end-to-end insurance platform that simplifies quoting, underwriting, client data gathering, and policy management through a fully integrated digital experience.
- RISR: A business succession planning solution that provides data-backed insights to help advisors guide business owners through valuation, succession, and risk management strategies.
- SuperAdvisor: A comprehensive AI-powered advisor toolkit that consolidates financial data, automates workflows, and enhances client management for independent financial professionals.
- Waterlily: Long-term care planning powered by AI, leveraging over 500 million data points to help advisors and insurance distributors forecast and prepare for future client care needs.
WHY THIS MATTERS
The wealth management industry is evolving rapidly, and staying competitive means embracing solutions that drive efficiency and improve client outcomes. These fintech innovations tackle critical challenges, from fraud prevention and workflow automation to enhanced M&A processes and AI-powered financial insights.
With wealth management professionals looking for smarter, faster ways to serve their clients, the Fintech Demo Drop III provides an inside look at the tools shaping the industry’s future. Whether a firm is looking to streamline operations or improve financial planning, these solutions offer transformative possibilities.
BE PART OF THE FUTURE
Want a front-row seat to fintech’s next big wave? The Fintech Demo Drop goes live at Future Proof Citywide 2025 from March 16-19 in Miami Beach, FL. Don’t miss your chance to see these cutting-edge solutions in action, connect with industry leaders, and experience the energy.
Register now to secure your spot.
