Welcome to Wealthtech NYC

As a late-stage millennial navigating late-stage capitalism (I know, I know—yawn), the fintech world has been my constant muse. Like many of you, the journey started back when Venmo first made paying your friends feel like a social event, crypto was in its grunge phase, and everyone thought they could be a consumer lender.

But let’s be real—fintech’s grown up, and so have we. The next wave is wealthtech. This belief naturally led me to found a wealthtech company. The full Kairos Financial story will come later—promise.  These days, I’m lucky to call Pontera home, where I’m diving deeper into the industry’s future. This newsletter isn’t just a collection of stories; it’s a stake in the ground to chart where wealthtech is headed for the long haul.

And here’s my bet…

Over the next 20 years, New York City is going to be the epicenter of it all. The big, bustling, chaotic city will become the heartbeat of wealthtech innovation. CNBC’s cameras can’t look away when the opening bell rings, and every advisor across the 50 states and beyond will be taking cues from the 1’s & 0’s being coded here. Why? Because despite the noise, NYC remains the financial hub. Not London. Not Frankfurt. Not Dubai.

So whether you’re an engineer, product manager, GTM strategist, or advisor on the front lines (we know that doesn’t exist), you’re in the right place. We’re going to dig into the companies breaking ground, chat with CEOs, product folks, and forward-thinking devs, and maybe even pull back the curtain on what the investors are really chasing. Plus, we’ll be hosting local meetups right here in NYC to bring this community together IRL. The future is being built, bit by bit, and you’re invited to help shape it.

If you’re shaping the future of wealthtech, I’d love to hear from you. Drop me a line at [email protected]