Join us in reimagining financial technology in Season 2 of ScratchWorks!

ScratchWorks is a FinTech accelerator that connects innovative tech companies with wealth management luminaries to advance the digital transformation of the financial services industry.

 

Three emerging FinTech companies dazzled the crowds at the Barron’s Top Independent Advisor Summit in Season 1 of ScratchWorks pitching their chance to receive investment from wealth management luminaries to fuel their growth. Meet the 2018 finalists. 

 

Don’t miss your opportunity to garner broad industry exposure, pitch your firm for potential investment and tell your FinTech story to over 600 top independent advisors at Barron’s in ScratchWorks – Season 2.

APPLY NOW

Meet our 2018 finalists

Barron’s Top Independent
Advisors Summit

March 21, 2019
Salt Lake City
Learn more >

Pitch top investors, live!

ScratchWorks Season 2 program will culminate at the invite-only Barron’s Top Independent Advisors Summit in Salt Lake City. Three finalists will be selected to pitch their product or service to our five investors in a live event. Participants have the potential to receive funding offers on the spot, and a guarantee of getting exposure to the top people and organizations in the financial services industry.

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

APPLY

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.

PITCH

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

ACCELERATE

Successful pitches may receive investment offers on the spot, as well as additional support and networking opportunities.

ScratchWorks in the media

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
View full bio >

Richard M. Burridge Jr.
Founding Partner, Chief Executive Officer & Chief Investment Officer
RMB Capital
View full bio >

John D. Eadie
Founder and Managing Director
Covenant
View full bio >

Shannon Eusey
Chief Executive Officer
Beacon Pointe Advisors
View full bio >

Jon Jones
Chief Executive Officer
Brighton Jones
View full bio >

Michael J. Nathanson
Chairman, Chief Executive Officer & President
The Colony Group
View full bio >

2018 ScratchWorks semi-finalists

Sponsors

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.

Questions?

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.
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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.