NYC FinTech.connect

SaddleRock Advisors’ mission is to help entrepreneurs attract funding. We do so by improving their value proposition and better positioning them to attract private equity capital & venture capital. We are focused on advising US and Israeli entrepreneurs and preparing them for fundraising and long-term success. SaddleRock Advisors’ expertise as veteran business operators includes identifying new market opportunities, modifying companies' business models, funding strategy, go-to-market strategy, and financials to take them to the next level.

Saddlerock Advisors

Join us to network and hear fintech companies pitch and get feedback from a panel of fintech angels and VCs.  Discover exciting prospects

Rise New York

Agenda5:30 - Networking &amp; Refreshments6:30 - Event Introduction, Joe Daniels, Nelson Mullins6:35- Investor Introductions, Jessica Offer, Withum6:45 - Company Introductions, David Hemenway, AngelNestPresentations-Sunil Madhu, Founder &amp; CEO, Instnt-Ricardo Perro, Co- Founder &amp; CEO, SellersFII-Jo Schneider, CEO, Trusty Care-Manish Bhatt, Founder &amp; CEO of Plum LifeJudge PanelistsMonica Idlett-Mosley, Co Founder, Reign VenturesDavid Gritz, Co Founder, InsurTech NYTaimur Sajid, InvestorPresenting CompaniesInstntInstnt is the AI-powered customer acceptance platform that helps businesses reduce fraud and increase revenue. With Instnt, businesses can quickly and easily onboard new customers without sacrificing security. www.instnt.orgSellersFISellersFi is a global financial technology company that aims to empower e-commerce merchants looking to grow. We offer strategic solutions that make scaling easier and faster. https://sellersfi.comTrusty CareTrusty.care is transforming the individual health insurance experience with an end-to-end sales and member engagement technology solution. Built for the $1T in premiums health insurance market, our enterprise sales enablement platform uses technology, data collection, and analysis to improve acquisition, lifetime value, member satisfaction, and payment integrity. The result is higher profit margins, reduced wasteful spend, and happier members. https://www.trusty.care/Plum LifePlum Life offers agents a fully digital, friction-free sales platform for life insurance. By embedding best-in-class user experience, leveraging applicant data, and utilizing marketing automation Plum Life agents make more sales and find more success in a rapidly evolving post-Covid sales environment. The unique platform is the only one-stop-shop agents have to manage the entire sales process: from application submission to case management and including commission reconciliation and hierarchy management. Since launching in late 2021, over 5,300 agents have signed up for Plum Life and written premiums are $500,000 a month and growing. www.helloplum.comJoseph DanielsJoe is co-chair of Nelson Mullins Emerging Companies practice. He has executed hundreds of key financings, mergers and acquisitions, and initial public offering transactions for companies and investors at every stage of the business life cycle. He represents startup and publicly held technology, life sciences, and consumer companies as well as venture capital funds, private equity funds, and investment banks in seed and venture financings, mergers and acquisitions, IPOs, and other public offerings. He has led hundreds of venture and strategic financing transactions, dozens of merger, acquisition, and disposition transactions, and scores of IPOs and follow-on public offerings.Withum is a forward-thinking, technology-driven advisory and accounting firm with a deep level of experience relating to all of the issues and opportunities that arise within the Fintech industry. We are ingrained in the Fintech sector and understand the unique trends and challenges within the industry. Let us use our deep-rooted knowledge and expertise of the Fintech sector to help problem solve challenges like risk management, ESG regulations and tax compliance, and guide your company toward its ultimate goal of success. Click here to learn more about Withum’s Fintech Services Team.The Angel Nest Podcast allows your biggest fans to speak for you and validates your value proposition through testimonials and case studies. Our unique approach brings your pitch to life because when you say it it's bragging, but when your clients, customers, and colleagues say it, it's simply the truth. Angel Nest Studios provides custom content creation and distribution for companies seeking new customers and investors.www.TheAngelNest.com

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NYC FinTech.connect

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