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WealthTech fundraising presentation at Morningstar conference

Jun 17, 20241 min read

Feel free to swing by our presentation during the FinTech Scaling Workshop on Tuesday, June 25 or schedule a 1:1 conversation with Kendrick with this link: https://a.e180.co/l/zCAvsG/


Topics:

  • The state of VC investments in WealthTech

  • The rise of strategic investors in WealthTech

  • Reaching out to strategics vs reaching out to VCs

  • The role of Corporate Venture Capital in the ecosystem

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Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC.  WealthTech Strategy Partners LLC and BA Securities, LLC are separate, unaffiliated entities.

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