Conference Season!

Our October wrap-up includes highlights from the Fuse, NorthStar and FPA conferences.


It’s autumn in Denver, Colorado, and that means means crisp mornings and warm afternoons, a return to fall and winter sports, and golden aspens in the mountains… and conference season! All told, we’ll hit six conferences between September and November, and we’re being selective.

Our first event of September was Fuse 2015, a fintech developers conference held in Park City, Utah, where we won an award for Most Promising Prototype. The judges were industry luminaries Michael Kitces, Bill Winterberg, Joel Bruckenstein, Billy Oliverio, Steve Sanduski, JD Bruce, and Ryan Beach. Our co-founders and lead developers, Michael Phillips and Rocco Galgano deserve all the credit for this outstanding achievement.

Next came the NorthStar conference in Nashville, and the Financial Planning Association’s annual event in Boston, where we engaged with wealth managers, investment advisors, broker dealers, and a good number of our strategic partners. The take-away was clear: financial advisors are ready to start building p2p portfolios for their clients.

Finally, we announced our partnership with MonJa, a San Francisco-based credit analytics firm. James Wu and the whole team at MonJa are just great, and the value they bring to both institutions and financial advisors is phenomenal.

Conference season will continue with LendIt Europe on October 20-21 in London, followed by Money20/20, the Alternative Investments Conference, Schwab Impact, and more. Let us know if you’ll be at any of these conferences – we’d love to connect with you directly. Also if you are in Manhattan, Denver, Milwaukee or DC, give us a holler and stop by.