Finovate Demo Video Archives

Demo video will be available soon.

Presenter Profile:

How they describe themselves: Mobena is the first platform that models an entire family on a fully after-tax basis. Income tax, estate planning, and wealth modeling, all in one place. For the first time, family offices, CPAs, RIAs, and estate attorneys can see the real answer, not a pre-tax estimate with a footnote. Built by a Bloomberg Tax Author of the Year and author of Bloomberg’s Family Offices Tax Management Portfolio.

How they describe their product/innovation: Every other planning platform ignores tax, Mobena solved it. A wealthy family advisor can show how any decision – a new investment, a relocation, a sale, or a trust decision –  affects the family on an after-tax basis. Mobena’s patent-pending model recomputes the full after-tax outcomes for every person, entity, and generation in the family. Built on a double-entry ledger of Assets, Liabilities, and Activities, every return, every trust, every year is modeled with return-level accuracy instead of a pre-tax estimate.

Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed

Contacts:

Bus. Dev.: Justin Kempler (Chief of Staff & Head of CX), [email protected]