THE CHAIR:
PHILLY RECAP





The Philly event was a huge success, with an atmosphere full of energy and collaboration. We had 4x the number of Funders compared to our Dallas events including influential figures from the insurance and financial services industry.

THE FOUNDER'S CHAIR
THE FOUNDER'S CHAIR
THE FOUNDER'S CHAIR
THE FOUNDER'S CHAIR
THE FOUNDER'S CHAIR 
PHILLY
Founder Overviews

Off Course Learning
Off Course Learning empowers future generations of insurance innovators to join an impact-driven industry such as Insurance and Insurtech. Our courses will help fill the talent gap in the insurance and technology sector.
Couplr.ai
Couplr.ai is a white-label SaaS solution specifically created & designed for a variety of financial services companies. Ranging from wirehouses & insurance brokers/dealers to corporate RIAs and life insurance companies, Couplr can be used to drastically increase lead generation.
Lotus Fertility
Lotus is committed to closing the growing gap in fertility insurance. With a team of passionate experts, they are creating innovative fertility solutions tailored for insurance carriers. Lotus focuses on supporting individuals through challenging times, offering both financial and emotional assistance at every stage of their journey. Their approach is rooted in understanding and addressing the diverse needs of those they serve.
Insuritect
Insuritect is a leading provider of innovative insurance solutions. Their commitment is to build better insurance products for its partners and their customers that simplify the buying process
Pulse360
Pulse360 is a comprehensive solution designed to help financial advisors streamline client communication and note-taking processes. By seamlessly capturing client interaction details through handwriting, typing, dictation, or recordings, Pulse360 integrates effortlessly with CRMs like Redtail, Wealthbox, and Salesforce—ensuring advisors can deliver personalized, professional documentation and enhance client relationships with every interaction.
Circle
Circle is dedicated to making healthcare more accessible and understandable for vulnerable populations. Through a comprehensive approach, Circle ensures that individuals can navigate the health system with ease, from selecting the right health insurance to effectively utilizing it. By building strong relationships with health plans and providers, Circle breaks down silos and unifies data across all member interactions.
Circle Connect
Circle Connect is an AI-driven contact center that drives real results through direct human connections within the healthcare and government industries. They provide omnichannel connections through customized campaigns between their clients and their consumers to ensure they have the time and tools to deliver quality outcomes.
AssetLink.ai
AssetLink offers data-driven, tech-enabled distribution services to the asset and fund manager community looking to broaden their reach and diversify their revenue within the wealth management community. AssetLink is an AI-driven, friction-free platform that seamlessly connects asset managers and financial advisors.
FiSpoke
FiSpoke addresses a critical need in the wealth management market. Their mission is to revolutionize the industry by empowering advisors with cutting-edge tools to deliver comprehensive banking and lending solutions tailored to each client’s unique situation. FiSpoke is bridging the gap between traditional wealth management and banking services through a comprehensive, unified platform.