n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
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n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
The Founders Arena with Hamza Qadir - Where Innovation Meets Success
Whiskey&WealthTech
30 minutes
2 years ago
The Founders Arena with Hamza Qadir - Where Innovation Meets Success
In this insightful conversation, we had the pleasure of sitting down with Hamza Qadir, a trailblazer in the world of wealthtech as the Managing Director of The Venture Center and a visionary Founder behind The Founders Arena. This exclusive cohort program is dedicated to fueling revenue opportunities for burgeoning wealth management and tech startups.The accelerator program is ingeniously crafted to assemble a diverse array of wealth managers and technology service providers, fostering collab...
Whiskey&WealthTech
n this special live episode recorded at First Rate’s 2025 WealthTech Connect conference in Dallas, host Alex Serman sits down with Martin Tarlie and Matt Kadnar, co-founders of Nebo Wealth, for a fascinating conversation about the evolution of goals-based investing. They unpack how Nebo bridges the long-standing gap between financial planning and portfolio construction—helping advisors deliver personalization at scale while driving client confidence and better life outcomes. The trio dives in...
