Building the future of finance.
A specialist media and events company that leverages technology to serve the modern wealth management and wealthtech industries.
what we believe.
We believe the financial services industry can be different than it is today. More creative. More impactful. More innovative. And more fun. We build products that push the world in this direction.
what we create.
The products we spin out of our studio come in different forms, including conferences, festivals, software applications, and media experiences. What unites them is vision: That when you connect the most innovative financial services companies with forward-thinking financial professionals, good things happen.
In the financial sector, the old way of connecting organizations and people blocks many opportunities.
It’s not a secret that the financial sector is an old one. When it comes to seeking new information and creating lasting relationships, doing things “the way that it’s always been done” no longer has the same impact. Technology has changed how companies and professionals learn, engage, and achieve their goals. As technology has changed the space, it has also augmented the need for human connection. That’s where we come in.
By removing legacy blockers, we uncover new possibilities that enable the entire ecosystem to thrive.
Growth teams using spray-and-pray tactics, spamming email inboxes, and cold-calling until their ears hurt have exhausted everyone. People don’t answer phones anymore unless it’s from someone they know. Meeting the right people and finding the right resources that propel you and your team’s growth can only be achieved in a modern way. One that takes the efficiency of technology and blends it with the depth of a physical atmosphere. That’s a big opportunity, and the notion brings our team together and drives it forward.
Relationships are everything
Years of contributing to the success of our partners have afforded us the opportunity to collaborate with the most innovative companies in asset management, fintech, and financial services.
Let’s work together
From simple idea sharing to investment opportunities, to collaboratively building new products or reviving previous ones. Use the button below to make it a reality.
Executive team
Matt Middleton
Chief Executive Officer & Co-Founder
Matt Hougan
Co-Founder
Christine Cherry
Head of Strategic Partnerships
Nyle Bayer
Chief Marketing Officer
Lindsey Markewitz
Head of Operations
Supported by leading investors and operators
Graham Tuckwell
Chairman, ETFS Capital
Founder & Former Chairman, ETF Securities
Anil Aggarwal
Founder, Shoptalk
Founder, Money20/20
Barry Ritholtz
Founder & CIO, Ritholtz Wealth Management
Josh Brown
CEO, Ritholtz Wealth Management
Jason Wenk
Founder & CEO, Altruist
Foster Wright
President, CoinDesk
What we’ve built
We have been hard at work, recently launching two successful live events for financial professionals that have served as an inflection point for the future of financial services. Below you will find a brief summary of the products that we have built from ideation, continue to build, or have exited.
Future Proof Festival
Date/Location: September 11-14, 2022, Huntington Beach, California
About: “The World’s Largest Wealth Festival” is a gathering of financial advisors and the only event that brings together the entire modern financial services ecosystem – financial advisors, institutional allocators, asset managers, financial technology companies, other financial services providers, financial influencers, and the media – to get business done in an inspiring outdoor festival setting.
Audience: 3,200 attendees, including 1,600+ financial advisors.
Breakthru
About: A first-of-its-its-kind event-tech meetings platform built exclusively for the financial services industry’s financial advice, wealth management, asset management, and fintech verticals. Breakthru leverages actionable data to modernize the fund and tech. due diligence process through pre-qualified, double opt-in, 1-to-1 meetings, in-person and digitally.
Audience: Financial advisor reps and senior-level executives from financial advisory and wealth management firms, Limited Partners and other institutional allocators, fund companies, and fintech firms.
Date/Location: September 12-13, 2023 (as part of Future Proof Festival)
Exchange: an ETF Experience
About: The largest and most important event focused on exchange-traded funds. The event focuses on helping financial advisors build better portfolios and win new clients using the latest innovations in the ETF space.
Audience: 1,600 attendees representing the entire ETF ecosystem – financial advisors, ETF issuers, index providers, market makers, exchanges, and other financial services providers.
Date/Location: Miami Beach, FL, April 11-14, 2022
EXITED