TFC:
IRVINE RECAP
The Irvine event was a tremendous success, marked by an atmosphere of collaboration and insight. We brought together a record number of Funders, including prominent leaders from the insurance and financial services sectors, further elevating the impact of The Founder’s Chair community.
THE FOUNDER'S CHAIR 
THE FOUNDER'S CHAIR THE FOUNDER'S CHAIR THE FOUNDER'S CHAIR THE FOUNDER'S CHAIR
IRVINE
Founder Overviews
Banrion Capital Management
Banrion Capital Management is an advisor-built platform simplifying alternative investments. With curated partners, education, and tools like AlphaBot, we streamline allocation, due diligence, and back-office solutions via Mammoth Technology, integrating seamlessly with Orion, Addepar, Tamarac, and Black Diamond.
InsurTech Express
InsurTech Express is the go-to platform for the Life, Health Insurance, and Annuity Industry. Connecting over 200K professionals, we offer tools, software, discounts, jobs, and consulting. Our secure hub drives innovation and growth across carriers, advisors, and solution providers.
Leopard
Leopard modernizes life and annuities markets with a tech layer for in-force policy management and optimization. By digitizing and analyzing fragmented data, Leopard enables upsell opportunities, automates routine tasks, and helps agents and carriers boost customer lifetime value while cutting costs.
Nexus Healthcare
Nexus Healthcare is transforming healthcare with cutting-edge solutions: (1) Human Digital Twins revolutionize clinical trials by replacing participants in early stages, ensuring 100% success rates; (2) Personalized Preventative Healthcare offers data-driven plans, health coaching, and proactive care. Partnering with wellness communities, we reach 19M+ consumers.
Penelope
Penelope is a modern retirement savings platform designed for SMBs and the TPAs, advisors and benefits administrators who serve them. Leveraging best-in-class technology, Penelope’s digital record keeping software streamlines communications, reporting and compliance processes enabling TPAs to administer their plans more efficiently, expanding their margins and allowing them to target the micro/small business segment.
Waterlilly
Waterlily uses AI to predict families’ future Long Term Care (LTC) needs and costs, creating tailored care plans and modeling ROI for LTC policies. Since March 2024, Waterlily has secured major contracts, helped families plan LTC, and enabled advisors to close millions in assets and premiums.
Wizest
Wizest is not about gambling. We want to help you get more comfortable with financial advice and build wealth for your projects in life.
