In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
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Interested in Being a Sponsor or Showcasing Your Product?




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The Future of Investing



Company Website:

Questions for Inspiron Investment Consultants

Product Name

Inspiron - Creating Wealth

What Does It Do?

Inspiron is a FinTech startup providing an AI based rating and curation platform for stocks, futures and commodities on IOS, Android & Web platforms. Using Machine learning and proprietary algos that track micro & macro financial market data, it curates the results for each user distinctly depending on their Goals, Capital, Risk capacity and Logical Inclination. Our AI also tracks and logs the efficiency of the results generated that enables continuous improvisation. The portal is designed to connect to new financial markets, process the data and be ready for customers in less than 30 days. While the backend is intricate with big data analysis, the system presents the analysis to the user in a simple infographic with ratings for each component like Quality, Strength, Stability & Consistency.

What makes your company or product great?

We are here to transform the way people invest in mutual funds and stocks by offering an AI driven financial portal that unlocks the complexities of analysis and selection.

What key challenge does it solve?

  • Lack of Knowledge - Unbiased Factual Analysis & selection of the right financial instrument is the biggest of the many needs faced by Common Stock & Mutual fund Investors.
  • Lack of Expertise - Capital identification, Allocation & Risk Management.
  • Dependency on Views, opinions & tips - Investors often end up buying Junk rated mutual funds & stocks based on the opinion of ill-informed friends.

Best success story?

Check back for more information.

Key Executives:

Dr. Shoeb Burhani, CEO; Aziz Burhani, COO; Pashin Katpitia, CTO; Hussain Burhani, Director

Key Customers/Clients:

Check back for more information.

Key Investors:

Individual Angel Investors