Join us in reimagining financial technologyScratchWorks 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. LEARN MORE
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.
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.
Richard M. Burridge Jr.
Founding Partner, Chief Executive Officer & Chief Investment Officer
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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.
eMoney Advisor, LLC
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading, scalable wealth management technology developed for financial professionals, firms and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations and drive revenue and growth. Developed and supported by more than 600 passionate, innovative and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 50,000 financial professionals and 2.1 million end-clients nationwide.
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.
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.