Arlington-based Founders Arena WealthTech Accelerator, in partnership with First Rate Inc., SEI, and the city of Arlington, has announced the startups selected for its Spring 2025 cohort, the accelerator’s fourth.

“We’re seeing an inflection point where advisors and asset managers are demanding tech that not only enhances outcomes but radically simplifies operations,” Pamela Cytron, president of The Founders Arena, said in a statement. “In a time when AI is accelerating change across the industry, it’s never been more critical to spotlight breakthrough innovation.”

The accelerator said the six companies—AssetLink, Investipal, MDOTM, Sequence, Quorus, and YourStake—represent a diverse set of solutions designed to streamline financial advisory workflows, enhance investment performance, and deliver more personalized client experiences through automation and data intelligence.

A launchpad for WealthTech companies

The Founders Arena program is headquartered out of the First Rate, Inc. campus on Ascension Boulevard in North Arlington. [Photo: Founders Arena]

The Founders Arena said it continues to serve as a launchpad for high-growth WealthTech companies, bridging the gap between founders and the financial institutions that power the wealth management industry.

The accelerator said that since its inception, four participating startups, Charityvest, Sora Finance, upSWOT, and Caribou, have gone on to be acquired, and multiple cohort companies, including Bento Engine and Zeplyn, have found unique ways of partnering together though the connections the cohort creates.

“The Founders Arena really helped us in three key ways: it sharpened our pitch and value proposition for the RIA customer base, deepened our connectivity across the broader space, and enabled us to define a proof of concept with an enterprise customer,” Rohit Agarwal, co-founder and co-CEO of Sora Finance, said in a statement.

The Spring 2025 cohort includes:

AssetLink: A bidirectional intelligence platform that empowers asset managers and distribution teams to make smarter, faster fund placement decisions by directly connecting with buyers whose clients align with their strategy. AssetLink is based in New York, NY.

Investipal: An advisor-first tool that automates portfolio construction and proposal generation. Investipal’s AI-driven optimization engine delivers transparent, customized investment recommendations in minutes, allowing advisors to focus on growth. Investipal is based in Toronto, Ontario.

MDOTM: An AI-powered investment platform that enhances portfolio management, decision-making, and reporting for wealth and asset managers. By delivering actionable insights and automating investment workflows, MDOTM helps reduce manual errors and save time. MDOTM is based in London, United Kingdom, with offices in Milan and New York.

Quorus: A platform that lets asset managers deliver tax-managed, customized investment accounts while automating trade execution and portfolio optimization. Managers can focus on strategy development while Quorus handles the infrastructure. Quorus is based in New York, NY.

Sequence: A financial operating system that consolidates accounts and automates cash flow, liability management, and savings through direct integrations with users’ financial tools. Currently serving consumers, Sequence plans to expand into B2B wealth management applications. Sequence is based in New York, NY.

YourStake: A document intelligence and meeting assistant that enables advisors to skip administrative work and move straight to financial planning. YourStake automatically turns notes, statements, and forms into structured data and personalized portfolio analysis. YourStake is based in Brooklyn, New York.

The accelerator is an eight-week hybrid program and it connects participating founders with mentors, investors, and executives at leading financial institutions. Via tailored “VIP Visits” with financial institutions, participants receive firsthand feedback from potential partners and clients in the wealth management ecosystem.

Executives and financial institutions are invited to participate in the Spring 2025 VIP Visits, a limited series of 1:1 meetings with the Spring cohort to help organizations source, pilot, and scale emerging technology.

“The commitment of The Founders Arena to the City of Arlington has been truly profound,” Arlington Mayor Jim Ross said in a statement. “Celebrating its second anniversary, and announcing their fourth cohort, the accelerator has demonstrated unwavering dedication to nurturing the next generation of founders while embedding itself into the fabric of our city. Their continued investment of time, resources, and talent into Arlington shows how we are a hub for innovation and entrepreneurship.”

Kendrick Wakeman, co-founder and CEO of WealthTech Strategy Partners, said the accelerator has shown success with past cohorts.

“The Founders Arena has built something unique—an accelerator that actually accelerates product-market fit by putting startups in front of institutions early and often,” Wakeman said. “The proof is in the acquisitions and partnerships we’ve already seen come from the first three cohorts, and with this fourth one, we’re excited to keep collaborating with visionary founders who are solving real industry challenges.”

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