AICFP Member Directory

CORPORATE MEMBERS:

AI RegRisk™ Think Tank | https://airegrisk.com/  

The AI RegRisk™ Think Tank is dedicated to empowering regulated industries with harnessing the transformative power of Artificial Intelligence while navigating its inherent risks. Our mission is to provide guidance for governance and oversight of AI applications, ensuring safe, secure and transparent AI adoption.

1. Since 2018, the AI Think Tank has advised financial institutions and government regulators on using AI to modernize financial services operations.
2. Participants included senior executives from global asset managers, broker dealers,      wealth managers, and FinTechs in frequent dialogue with the Federal      Reserve, SEC, FINRA, OCC, NCUA, FinCEN, and other government agencies.
3. We advised the Congressional Senate Banking and House Financial Services Committees on the potential for AI to modernize Anti-Money Laundering, which was included in the H.R.2514 COUNTER Act of 2019. 

The AI Think Tank offers an AI Readiness Program for financial institutions to address all aspects of AI strategy and deployment, including strategic oversight, risk management, ethical considerations, and transparent reporting. Learn more at https://airegrisk.com/ai-readiness-program/ 

AI RegRisk™ Think Tank | LinkedIn Corporate Page

Principal: Greg Woolf, CEO | LinkedIn Profile

Headquarters: Boston, MA

##########

Digital Wealth News, LLC | https://dwealth.news/

Digital Wealth News™ is a fintech media platform launched in 2020, delivering news, thought leadership, and partner content across digital wealth. It simplifies complex topics—like digital assets, trading tech, robo-advisors, and regulation—for financial advisors, investors, and fintech leaders. With a broad reach across financial advisors, broker/dealers, hedge funds, VCs, and institutions, DWN engages its audience through a website, newsletter, podcasts, webinars, and social media.

Its sister brand, AI&Finance™, explores how artificial intelligence is transforming financial services—from investing and risk management to compliance and wealth tech. Visit AI&Finance for insights on AI’s evolving role in the industry.

The team behind Digital Wealth News also co-founded the AI Center for Financial Professionals (AICFP)—a think tank and educational hub advancing responsible AI in finance. Learn more at aicfp.ai.

Digital Wealth News | LinkedIn Corporate Page

Principal: Bill Taylor, CEO | LinkedIn Profile

Headquarters: Bozeman, MT

##########

Haven Mark Partners | https://havenmarkpartners.com/

Haven Mark Partners is an integrated brand strategy and digital marketing platform exclusively serving wealth management enterprises. As a division of Haven Tower Group, the award-winning strategic communications agency, Haven Mark combines storytelling expertise with a client-centric service model to deliver engaging programs and unmatched results for clients.​LinkedIn+6havenmarkpartners.com+6Haven Tower+6

The firm offers outsourced Chief Marketing Officer solutions, including comprehensive strategy and planning processes that produce impactful branding and marketing programs. Services encompass brand strategy, web development, social media, martech consulting, content marketing, and other digital marketing strategies. Haven Mark's solutions are structured to support the growth goals of clients at every stage of their business life cycle. ​

In recognition of its excellence, Haven Mark Partners was honored with a Gold Award in the Brand Activation and Excellence Category by the Merit Awards in 2024.

Haven Mark Partners | LinkedIn Corporate Page

Principal: Katherine Paulson, Managing Partner | LinkedIn Profile

Headquarters: Los Angeles, CA

##########

Haven Tower Group | https://www.haventower.com/

Haven Tower Group LLC is a strategic communications agency serving the wealth management, asset management, and fintech sectors. The firm specializes in branding, PR, crisis communications, and advisor recruitment marketing for broker-dealers, RIAs, custodians, and platform providers.

Its integrated approach combines media relations, content strategy, and executive visibility with deep industry expertise, making it a trusted partner for firms navigating complex regulatory and competitive environments.

Founded by financial services veterans, Haven Tower helps clients articulate their value proposition, manage reputational risk, and achieve sustained visibility in the marketplace.

Haven Tower Group | LinkedIn Corporate Page

Principal: Joseph Kuo, CEO | LinkedIn Profile

Headquarters: El Segundo, CA

##########

The Founder’s Arena | https://www.thefoundersarena.com/

The Founder’s Arena is an innovation ecosystem built to connect early-stage fintech startups with established financial institutions and investors. Through accelerator programs, events, and mentorship, the organization helps founders refine their business models, gain critical exposure, and scale their ventures within the broader financial services landscape.

In addition to its cohort-based programming, The Founder’s Arena provides access to capital, industry expertise, and a curated community of thought leaders from wealthtech, insurtech, regtech, and beyond. Its mission is to foster next-generation solutions that transform the financial industry.

The program is led by experienced fintech operators and backed by institutional partners who are committed to investing in future-forward technologies.

The Founder’s Arena | LinkedIn Corporate Page

Principal: Brian Dally, CEO | LinkedIn Profile

Headquarters: Dallas, TX