SF FinTech

Agenda: 6:00-6:30pm Registration & Networking 6:30-7:30pm 5 FinTech Demos Stratify Akhil Lodha, Co-founder & CEO. StratiFi is a financial technology company empowering investment advisors to better understand portfolio and business risk. Our online platform gives investment advisors access to sophisticated risk management technology normally only accessible by the largest institutions. Our PRISM Ratings™ risk scoring technology provides advisors with a rolled-up score based on their book of business, giving them more insight into the risks in their clients'​ portfolios and their own business, so they can pick the risks they want to take. Headnote: Sarah Schaaf, Founder & CEO. Headnote is revolutionizing how the legal community gets paid from solo attorneys to large law firms. It’s as easy as PayPal or Venmo but made specifically for the legal industry and always compliant with IOLTA guidelines and the ABA’s Rules of Professional Conduct. Firms using Headnote get paid fast, collect more revenue, and have higher client satisfaction rates than ever before. Incomeand: Keith Meyer Co-founder & CMO. Raising the bar for fixed-income investing. At Income&, we’re reinventing the idea of fixed-income investing. Traditional fixed-income options feature either frustratingly low yields or exceedingly high risk. That’s why we invented the PRIMO™, a new kind of investment with high yields and low-risk. With the launch of PRIMOs, we’re bringing America a superior way to invest. 7:30-8:00pm Networking ----- Proudly sponsored by: InvestHK Envestnet | Yodlee FinTech Sandbox Zafin Volunteer at ONE SF FinTech Meetup and attend THREE for free! Message us for more info. Please note: WeWork requires that guests check in with a photo ID.