Marshall Smith

bQuest is a care coordination platform that partners with the Financial Services industry to help individuals and professionals navigate the complex challenges of aging, caregiving, and end-of-life planning. At bQuest, we aim to provide clarity, support, and trusted resources during life’s most difficult transitions. Through our curated network of over 20+ types of vetted Service Providers — ranging from home care and home health providers to aging life care managers, senior placement agents, grief therapists, and more —bQuest connects users to the right help at the right time. Whether you’re managing care for a loved one or supporting clients through major life changes, bQuest makes it easier to take the next step with confidence. We offer flexible engagement options, from client-directed access to white-glove concierge service, along with bite-sized educational content to guide sensitive conversations and decisions. Our platform is built on personal experience and a deep understanding of how overwhelming the care journey can be—our goal is to bring peace of mind through practical, human-centered solutions. Whether youre a family member, financial advisor, or aging care professional, bQuest is here to help you support others with empathy and expertise.

Kapnative unlocks the vast potential of private market assets, providing curated access for financial institutions and advisors after a single KYC and risk profiling process. Traditionally confined to elite financial institutions, private markets have been inaccessible due to challenges such as inadequate advisor education, non-digital and decentralized investing processes, and high ticket sizes. At Kapnative, we bridge this gap with a unique proposition: a fusion of over 200 years of collective experience within our investment committee and cutting-edge technology. We empower a broader spectrum of investors, unwrapping access to curated private market opportunities. Join us as we revolutionize the landscape, making private market investments feasible, informed, and centralized.

Fispoke is dedicated to serving financial advisors and their clients with best-in-class bespoke financial solutions. Fispoke’s mission is to revolutionize wealth management with a cutting-edge technology platform meticulously crafted for financial advisors that integrates wealth management and banking services. Its a leap forward empowering advisors as true fiduciaries for their clients with holistic wealth solutions while transforming the industry with state-of-the-art technology.

ListButler is the "source of truth" to streamline your e-commerce with AI-driven listing optimization and one-click publishing across major platforms. No more copy/pasting your Amazon listings 1 by 1, our prompts help create ready-made listings that are optimized for each marketplace. You can also edit and create images in our platform and publish with a click.

RegAlytics provides accurate, clean, vetted, daily regulatory data from regulators that is enriched by regulatory experts and delivered in the most flexible format available. We can save your team from sifting through complex and confusing regulatory announcements, saving time and cutting costs. Our tool provides DAILY updates from 4000+ regulators via API. We use proprietary technology to gather and structure regulatory data, which our regulatory experts further enrich. RegAlytics Alerts can be managed by individuals or directly ingested by GRC solutions. Other products and services contain excess data from irrelevant news to duplicate alerts. Our regulatory experts cull US/Alerts data for the precise information your teams need.

We help clients see the most accurate, freshest data with transparent, unbiased insights to help you make decisions based on ESG practices important to you.

Youre not stuck. Youre undiagnosed. Get your labs done. Most WealthTech founders dont have a product problem. They have a readiness and adoption problem — and nobody in the room has an incentive to tell them that directly. Investors keep optionality open. Buyers avoid conflict. So founders spend six, twelve, eighteen months mistaking polite interest for momentum. The hard part was never the idea. It was never even the product. The hard part is everything the market tests you on that you didnt know youd be tested on. WealthTech Founders Lab closes the two gaps that actually explain why good WealthTech stalls. The Readiness Gap: the founder isnt ready for the next room theyre trying to enter. The story doesnt hold. The proof doesnt survive scrutiny. The meetings happen — and nothing converts. The Adoption Gap: the product may work, but it isnt choosable. Buyers dont change behavior. Pilots stall. The founder is speaking builder language while the market is making workflow and risk decisions. We work from both sides of the table. Dr. Joshua Wilson brings the buyer side — active work with RIAs and advisory firms, and the behavioral science of why buyers actually say yes or no. Marshall Smith brings the capital side — First Rate Ventures, 100+ WealthTech pitches reviewed per year. Start with the WTFL Growth Labs. A clinical read on your company from both sides — whats strong, whats exposed, and what to fix before you spend another dollar finding out the hard way. Not a pep talk. A diagnosis. www.youtube.com/@WealthTechFoundersLab

bQuest is a care coordination platform that partners with the Financial Services industry to help individuals and professionals navigate the complex challenges of aging, caregiving, and end-of-life planning. At bQuest, we aim to provide clarity, support, and trusted resources during life’s most difficult transitions. Through our curated network of over 20+ types of vetted Service Providers — ranging from home care and home health providers to aging life care managers, senior placement agents, grief therapists, and more —bQuest connects users to the right help at the right time. Whether you’re managing care for a loved one or supporting clients through major life changes, bQuest makes it easier to take the next step with confidence. We offer flexible engagement options, from client-directed access to white-glove concierge service, along with bite-sized educational content to guide sensitive conversations and decisions. Our platform is built on personal experience and a deep understanding of how overwhelming the care journey can be—our goal is to bring peace of mind through practical, human-centered solutions. Whether youre a family member, financial advisor, or aging care professional, bQuest is here to help you support others with empathy and expertise.

Kapnative unlocks the vast potential of private market assets, providing curated access for financial institutions and advisors after a single KYC and risk profiling process. Traditionally confined to elite financial institutions, private markets have been inaccessible due to challenges such as inadequate advisor education, non-digital and decentralized investing processes, and high ticket sizes. At Kapnative, we bridge this gap with a unique proposition: a fusion of over 200 years of collective experience within our investment committee and cutting-edge technology. We empower a broader spectrum of investors, unwrapping access to curated private market opportunities. Join us as we revolutionize the landscape, making private market investments feasible, informed, and centralized.

Fispoke is dedicated to serving financial advisors and their clients with best-in-class bespoke financial solutions. Fispoke’s mission is to revolutionize wealth management with a cutting-edge technology platform meticulously crafted for financial advisors that integrates wealth management and banking services. Its a leap forward empowering advisors as true fiduciaries for their clients with holistic wealth solutions while transforming the industry with state-of-the-art technology.

ListButler is the "source of truth" to streamline your e-commerce with AI-driven listing optimization and one-click publishing across major platforms. No more copy/pasting your Amazon listings 1 by 1, our prompts help create ready-made listings that are optimized for each marketplace. You can also edit and create images in our platform and publish with a click.