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Join us for an engaging session featuring industry leaders as they delve into the world of WealthTech and its current investment landscape.
Unlocking WealthTech Success: Navigating Industry Trends and Scaling Strategies is a special Partner Event to the Global WealthTech Summit 2023. It will provide the opportunity for senior wealth and asset executives, investors, and WealthTech innovators to hear first-hand from WealthTech experts and their strategies for success. Attendees will gain valuable insights on industry trends & innovation, strategies for WealthTech’s looking to engage with traditional firms and how to stand out in a highly competitive market. The event offers the chance to network and forge connections, in a relaxed and collaborative setting.
Agenda
- 9:00 – 9:30 Guests arrival, registration and networking
- 9:30 – 9:35 Welcome from FinTech Global
James Tortice, Business Development Manager, FinTech Global - 9:35 – 9:40 – Welcome and overview of Level39 – Amy French, Director at Level39.
- 9.40 to 9:50 – Presentation by two Level39 members (5 min per company)
Level 39 – Nic Lenz, FinTech & CleanTech Strategic Advisor and Mentor
WiseAlpha – Rezaah Ahmad, CEO & Founder
Intellibonds – Igor Tesinsky, CEO & Founder - 9:50 to 10:30 – Panel discussion: Scaling a WealthTech business: What are the challenges and how can founders forge a path to success?
Moderator
Level 39 – Nic Lenz, FinTech & CleanTech Strategic Advisor and Mentor
Speakers
Velexa – Tamara Kostova, CEO
Plug and Play UK – Kieran Borrett, Director
WealthOS – Anton Padmasiri, Founder and CEO
- 10:30 to 10:50 – Q&A
- 10:50 – 10:55 – Closing Remarks
James Tortice, Business Development Manager, FinTech Global - 10:55 – 11:55 – Networking
- 11:55 – End of the event
Speakers at the event
Rezaah Ahmad – WiseAlpha
CEO & FOUNDER
Igor Tesinsky – Intellibonds
CEO & FOUNDER
Nic Lenz – Level 39
FINTECH & CLEANTECH STRATEGIC ADVISOR AND MENTOR
Tamara Kostova – Velexa
CEO
Kieran Borrett – Plug and Play UK
DIRECTOR
Anton Padmasiri – WealthOS
FOUNDER & CEO
About Level39
Level39 is a community of innovators, investors, and industry experts, pioneering change across Fintech, Cyber Security, Data & AI, Greentech, Life Sciences and more. Based in Canary Wharf, Level39 offers ambitious tech businesses the tools, workspace and network they need to have a global financial and social impact. Find out more at Level39.co.
Apply to Join
This event starts at 9:00am on Wednesday 1 November at Level39, Canary Wharf. This is an invite-only event. If you’d like to apply for a place, please complete the form below and we will confirm your place.
