June 17, 2026 | 1:15 PM - 2:15 PM

Wealthtech Showcase

FinTechs to Watch – A showcase of seven emerging fintechs redefining advice and reshaping the wealth experience. They will compete for Best in Show, with lunch with Kunal Kapoor, Morningstar’s CEO, as the grand prize.

Moderated by Nate Hartauer of Fintech Alliances, this session features showcases by Avery Light (DeepVest), Jimmy Schaeve (PlanPulse IQ), Ilyas Zakiat (BIASafe AI), Florian Kohler (AltQ), AJ O’Hara (Abacus), Sindhu Joseph (CogniCor), and Cameron Howe (Investipal).

  • FinTech
  • Practice Management
  • AI

Speakers

Image of Jack Babbush

Jack Babbush

Centana Growth Partners

Vice President

Image of Rahul Baig

Rahul Baig

Wells Fargo

Head of Venture Capital & Growth Equity Coverage

Image of Linda Bready

Linda Bready

CleverX Consulting

Founder