Nick Beim

Helping financial advisors grow their businesses.

TLATech Inc. is the creator of Syllo, an AI-powered litigation workspace that enables lawyers and paralegals to safely harness the power of language models throughout the litigation life cycle.

Arca is an AI-native wealth management company redefining how advice is delivered. We pair expert wealth advisors with purpose-built AI to offer proactive planning, personalized intelligence, and an outstanding client experience, with human relationships at the center.

The largest RIAs, broker dealers, and private banks trust Moment to power investment management for their traders and advisors. Founded by former fixed income quants from Citadel and Jane Street and backed by over $50M in funding from the world’s leading investors, Moment has developed the first operating system built specifically for wealth management. With Moment’s solution, advisors can build personalized portfolios in seconds, traders can set rules to automatically execute orders at all of the major trading venues, and portfolio managers can automate reinvestment, rebalancing, and compliance monitoring. Moment is headquartered in the Financial District of New York City. Learn more below and follow the team’s rapid growth here on LinkedIn.

America’s Frontier Fund (AFF) is dedicated to harnessing the promise of frontier technologies for a stronger America. Our work spans across three business verticals: an investment platform that backs founders building the next industrial revolution, a network of venture studios that are creating breakthrough frontier technologies, and a nonprofit foundation dedicated to re-awakening Americas innovation base. AFF was founded to build the capacity needed for America to endure as the world’s best place for innovators to reach for new frontiers. We aim to catalyze a whole-of-nation effort to transform the American economy by working across the “full-stack” of innovation – from federal policy at the top layer, down to scientists working on cutting edge R&D at the bottom layer. By taking a comprehensive view of America’s innovation system, we seek to identify critical gaps, build novel tools and institutions to fill them, and create feedback loops across the public, private, and philanthropic sector to continuously improve America’s innovation system.

Founded in 2019, Vanilla’s product suite was originally built for internal use by AdvicePeriod to create efficiency in explaining the value derived from estate planning and to identify opportunities to add value for clients that would be subject to the estate tax. It quickly became clear that the application and need was much broader than originally contemplated. Today’s estate planning tools—for advisors, lawyers, and consumers alike—are significantly lacking. Moreover, most advisors spend little time on even the basic components of estate planning. Vanilla was created to squeeze the inefficiency out of document preparation, increase an advisor’s and a client’s understanding of their estate, and to demystify the challenges of dealing with estates post-death.

Rebellion Defense builds the modern mission stack to detect and deter adversaries at scale. Today, national security is defined by technological superiority. Rebellion delivers the software advantage to deter threats and drive mission success. Our freedoms depend on outthinking our adversaries, and software will shape who leads. We bring together groundbreaking talent who have built the world’s most successful consumer technologies and national security leaders who deeply understand the mission. Together, we are creating the products that equip our service members to see ahead, understand, and act first. Our people are passionate about creating a company where technologists empower the military and our civil servants to solve some of the hardest problems in government. We are hiring incredible technologists to work on products that defend democracy, humanitarian values, and the rule of law.

The modern custodian for RIAs. Build the best version of your firm when you partner with a custodian that brings together critical RIA technology and great customer service. With intuitive software for account opening, trading, reporting, and billing bundled into a streamlined solution, advisors of all sizes are empowered to run the practice they envisioned. Get started for free and join over 1,800 independent advisors at altruist.com Altruist Financial LLC, Member FINRA/SIPC

Percipient.ai is a Silicon Valley based advanced analytics firm focused exclusively on delivering artificial intelligence products and services to solve the most pressing intelligence and national security missions.

Ombud enables companies to curate knowledge, collaborate, and automate the management and production of documents. Common use cases are responding to RFPs, DDQs, security questionnaires, and building statements of work.   Spend less time on manual, redundant tasks and more time doing what you do best. Tactical and repetitive responses to RFPs, DDQs, and other customer questionnaires takes a lot of time. Ombud is the only knowledge management platform that automates these tasks, giving your team more time to focus on the customer.   Ombud uses a combination of machine learning, user activity, opportunity data, and natural language processing to generate perfect enterprise proposal and questionnaire responses in half the time.

Chisel AI’s purpose-built AI solution for commercial insurance reads unstructured insurance data hundreds of times faster than a human. Our solution automatically recognizes over 500 insurance-specific data points including limits, premiums, deductibles, coverages, exclusions, and more. Our advanced AI platform and intelligent workflows automate high volume, mundane processes like policy checking, quote comparison, submission intake and submission triage. By digitally transforming routine underwriting and brokering activities, commercial insurance carriers and brokers can double their business and deliver a better customer experience without adding staff. Chisel AI earned a place on the 2020 InsurTech100, won Gold at the 2019 Zurich Innovation World Championship and the ACORD InsurTech Innovation Challenge in 2018. https://Chisel.Ai

Quiq is a leading technology company based in Bozeman, Montana that makes it easy for people to have a conversation with a company. Do you ever wish you could just text message a company for help instead of having to call or email? Us too! That’s exactly why Quiq was founded. Founded in 2015, Quiq enables conversations between brands and their customers via messaging across SMS, Facebook Messenger, Apple Business Chat, Google Business Messenger, and dozens of other platforms. More than 100 companies, including Overstock, Club Med, Men’s Wearhouse and Piaget, trust Quiq to connect them to their customers via messaging. Our team has deep roots in CS and CX, and big plans to transform the space. And, these plans include you! We look forward to meeting you and growing Quiq together.

Dataminr has created a revolutionary AI platform for discovering real-time events, risks, and threats in public data, providing global organizations and corporations with critical and actionable information. Its pioneering multi-modal fusion AI pulls from more than one million unique public data sources to synthesize terabytes of data spanning text, image, video, audio, and sensor signals for accurate, real-time event detection across 150+ languages and 220+ countries and territories. Dataminr pushes the boundaries of real-time information with ReGenAI -- an innovation that combines Predictive AI and Generative AI to describe breaking events and provide dynamic re-generating updates to events as they unfold. Powered by more than 50 proprietary large-language models, Dataminr delivers the earliest actionable information to enhance the security and resilience of organizations, infrastructure, and people. Dataminr is making its mark for growth and innovation, earning multi-year recognition on the Deloitte Technology Fast 500, Forbes AI 50, Forbes Cloud 100, and Built In Best Places to Work lists. We are creating a team of talented builders, creators and visionaries to have a real-world impact on how organizations are able to respond to events. Join our team and help the world manage risk in real time. You’ll work with 500+ talented people across ten global offices, united by our passion to collaborate, make a difference, and have fun while doing it!

Endeavor is the leading global network of, by, and for high-impact entrepreneurs innovating Elsewhere. We support 3,000+ high-growth, high-impact entrepreneurs across 50+ markets.

Helping financial advisors grow their businesses.

TLATech Inc. is the creator of Syllo, an AI-powered litigation workspace that enables lawyers and paralegals to safely harness the power of language models throughout the litigation life cycle.

Arca is an AI-native wealth management company redefining how advice is delivered. We pair expert wealth advisors with purpose-built AI to offer proactive planning, personalized intelligence, and an outstanding client experience, with human relationships at the center.

The largest RIAs, broker dealers, and private banks trust Moment to power investment management for their traders and advisors. Founded by former fixed income quants from Citadel and Jane Street and backed by over $50M in funding from the world’s leading investors, Moment has developed the first operating system built specifically for wealth management. With Moment’s solution, advisors can build personalized portfolios in seconds, traders can set rules to automatically execute orders at all of the major trading venues, and portfolio managers can automate reinvestment, rebalancing, and compliance monitoring. Moment is headquartered in the Financial District of New York City. Learn more below and follow the team’s rapid growth here on LinkedIn.

America’s Frontier Fund (AFF) is dedicated to harnessing the promise of frontier technologies for a stronger America. Our work spans across three business verticals: an investment platform that backs founders building the next industrial revolution, a network of venture studios that are creating breakthrough frontier technologies, and a nonprofit foundation dedicated to re-awakening Americas innovation base. AFF was founded to build the capacity needed for America to endure as the world’s best place for innovators to reach for new frontiers. We aim to catalyze a whole-of-nation effort to transform the American economy by working across the “full-stack” of innovation – from federal policy at the top layer, down to scientists working on cutting edge R&D at the bottom layer. By taking a comprehensive view of America’s innovation system, we seek to identify critical gaps, build novel tools and institutions to fill them, and create feedback loops across the public, private, and philanthropic sector to continuously improve America’s innovation system.