Join us in reimagining financial technology

ScratchWorks is a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry. We’re inviting early-stage FinTech companies to make their pitch to five investors, representing five different wealth management and investment firms that collectively manage over $60B in assets.

Calling all FinTech startups

ScratchWorks is open to FinTech companies seeking seed funding or early stage investment. We welcome companies and leaders from every niche within the financial services and wealth management space—from trading, to customer service, to cryptocurrency. This is about accelerating technologies that will move our industry forward.

How it works


Submit your application here. Entries will be screened, and the top three finalists will be invited to pitch their company during the Barron’s Summit in March.


Selected candidates will make their pitch to our investors during a live event attended by hundreds of leaders from across the wealth management industry.


Successful pitches may receive investment offers on the spot, as well as additional support and networking opportunities. 2018 Industry Award Finalist names ScratchWorks as a finalist for its 2018 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success.
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Meet our investors

The ScratchWorks investors are a group of five leaders from top wealth management and investment firms around the country that collectively manage over $60B in assets. Together, they form a think-tank that meets regularly to discuss industry trends and foster innovation. They are personally committed—and financially invested—in discovering and growing ideas and technologies that can elevate their industry.

Marty Bicknell
Chief Executive Officer & President
Mariner Wealth Advisors
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Richard M. Burridge Jr.
Founding Partner, Chief Executive Officer & Chief Investment Officer
RMB Capital
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John D. Eadie
Founder and Managing Director
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Jon Jones
Chief Executive Officer
Brighton Jones
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Michael J. Nathanson
Chairman, Chief Executive Officer & President
The Colony Group
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Fidelity Clearing & Custody Solutions® (FCCS), A Division of Fidelity Investments

FCCS provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), broker-dealer firms, banks, and insurance companies. As the lead sponsor of ScratchWorks, Fidelity has made a deep commitment to new technology and furthering innovation in the wealth management profession.

Leeds School of Business,
University of Colorado Boulder

Boulder, CO is the fastest growing startup market in the country, with the highest concentration of brainpower in the US. The University of Colorado Boulder and the Leeds School of Business are positioned—geographically and culturally—at the heart of this hotbed of technology and innovation. CU Boulder provides opportunities for students, faculty, staff, industry partners and the community to engage in and be exposed to innovative and entrepreneurial experiences and mindsets. Leeds is home to the Burridge Center for Finance and the Deming Center for Entrepreneurship, which are committed to providing unique opportunities that positively impact humanity, foster innovation, and shape tomorrow’s leaders.

See what’s next in FinTech

Technology is transforming every industry, and wealth management is no exception. Innovative new products and services are changing the face of financial services, impacting the way we do business and the way we serve our clients. ScratchWorks is about coming together to embrace the disruptive power of technology by fostering collaboration between FinTech innovators and industry leaders.

Attendees of the Barron’s Top Independent Advisors Summit will get a unique—and entertaining—opportunity to watch FinTech innovators compete for funding by giving their final pitch to a panel of industry leaders.

Meet Our 2018 Finalists

2018 ScratchWorks Semi-Finalists


Email us directly, and we’ll be happy to address any questions you have about ScratchWorks.

All use of this site and any material on the site, including any and all application materials and submissions, is subject to its Terms of Use and the Scratchworks Contest Rules, Terms, and Conditions, as applicable. By using the site, you agree to and accept these Terms of Use.

Fidelity Investments is an independent company, unaffiliated with ScratchWorks. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by ScratchWorks and does not guarantee, or assume any responsibility for, its content.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

Certified Financial Planner Board of Standards, Inc., owns the certification marks CFP®, Certified Financial PlannerTM, and federally registered CFP (with flame design) in the United States, which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.