Fintech & AI Innovation in Wealth Management
Exploring the next frontier of Fintech and AI innovation in Wealth Management
Social Mixer: What’s Next for Japan and Beyond
📅 1 December 2025 (Mon) | 🕔 5:00 – 8:00 PM
📍 Shibuya Startup Support, Tokyo
日本語詳細：https://docs.google.com/document/d/1sI1HL4YJUu9hr-H6vQlWJyvZ7KZlBhEwh6o78EzK4Mc/edit?usp=sharing
Join us for an evening of insightful dialogue and cross-border networking for financial institutions, wealth and asset managers, fintech builders, and investors shaping the future of digital finance.
Co-hosted by First Rate Connect and Shibuya Startup Support, the event explores how AI and fintech innovation are redefining the value chain of wealth management—from institutional transformation to new venture creation.
Key Highlights & Takeaways:
How Agentic AI is driving change in wealth, investing, and advisory workflows
Building AI-native fintech ventures and opportunities for collaboration with financial institutions
What investors and institutions look for in fundable, sustainable AI-first models
Pathways for cross-border partnerships between Japan, Singapore and beyond
Who Should Join:
Leaders and innovators from:
Financial institutions, asset & wealth managers
Fintech and AI-driven startups
VCs, family offices, and institutional investors
Government and ecosystem partners driving digital finance growth
Speakers
Yumi Ahn - Counsel, Tokyo International Law Office
Yumi Ahn is a California-qualified lawyer based in Tokyo specializing in startup advisory involving emerging technologies and cross-border M&A. She is currently working as Counsel at TKI (Tokyo International Law Office), a full-service law firm with offices in Tokyo and Singapore. Prior to moving to Tokyo 2 years ago, Yumi worked in Singapore at major law firms, MNCs and startups both in private practice and in-house, advising on legal matters within the APAC region. Originally from Korea, she writes and speaks about regulations and market trends in AI and web3 sectors.
Nayan Madhamshettiwar - Managing Director, First Rate Pune
Nayan is a distinguished leader in digital transformation and financial technology with over 20 years of IT experience, including a decade in wealth management solutions. He leads a team of innovators delivering AI-driven strategies, portfolio performance measurement, client reporting, and data aggregation tools that empower financial advisors and firms. Nayan's expertise spans building AI-based investment strategies, implementing Long Short-Term Memory models for improved risk-adjusted returns, and designing automated services like portfolio rebalancing, tax-loss harvesting, and market-sensing strategies for diverse clients, including pension funds and UHNW individuals. A recognized thought leader, he has authored articles on AI's impact in wealth management and was named Fintech Person of the Year at the Financial Technologies Forum, New York, in 2024.
David Yi - Managing Partner, Ethos Fund
David Yi is the Managing Partner of Ethos Fund, a pre-seed fund bridging Vietnam–US innovation. An 8x founder with multiple exits, David has built three $20M+ ARR companies, raised over $300M in venture capital, and driven $10B+ in cross-border business between Asia and the U.S.
He brings deep expertise in education, law, and technology, shaped by a career spanning international legal work, leadership in K–16 education, and executive roles in fast-scaling tech ventures. David recently launched Founder Chapel, a space offering spiritual and strategic care for entrepreneurs, especially in emerging markets. He is also a scholar at Fuller Theological Seminary, where his work focuses on the emotional, ethical, and spiritual lives of founders. David studied at Middlebury College and the University of Chicago, where he was a finalist at the 2009 Chicago Booth New Venture Challenge. He lives in Saigon with his wife and two sons.
Yutaro Hiyama - Director, Hirac Fund
Yutaro Hiyama (“Yuta”) is Director at Hirac Fund, operated by Money Forward Venture Partner, a group company of Money Forward, engaged in investment execution and fundraising for 21 portfolio investments across diverse sectors including Web3, fintech, deep tech (chemical/medical/manufacturing), ESG, and welfare. Yuta has experience in international tax advisory at EY and venture capital investments in Southeast Asia, and is a business / finance graduate of a university in London, UK with accelerated completion.
Co-organizers
First Rate Connect
Launched in 2024 in partnership with First Rate and EnterpriseSG, First Rate Connect operates as a unique venture builder and accelerator, dedicated to supporting regional FinTech businesses at every stage of growth. From early-stage ideation to cross-border scaling, First Rate Connect helps B2B FinTechs de-risk their market expansion into new territories—without taking equity. Get in touch: [email protected]
Shibuya Startup Support
Shibuya Startups KK is a joint-venture company established in 2023 by Shibuya City and enterprises to support global startups in Shibuya, Tokyo. Shibuya Startups KK provides resources such as visa assistance, help with proof-of-concept projects, go-to-market strategies, partnerships, recruitment, and PR to help international early-stage companies grow in the Japanese market. The initiative aims to attract entrepreneurs to Shibuya to foster a thriving global startup ecosystem.
5 Stones Family Office
5 Stones Family Office is a next-generation multi-family office specializing in global taxation, legal entity structuring, financial planning, and investment management. We serve clients who are committed to building and preserving a purposeful legacy that endures for generations to come.
Natsually
Natsually supports startups and enterprises in Japan and Sri Lanka to launch, grow, and scale through a full suite of business and technology services. The company provides strategic advisory on business performance and growth, develops custom mobile and web applications, and offers IT outsourcing solutions. Natsually also bridges cross-border talent by placing skilled Sri Lankan IT professionals in Japan’s tech sector, while driving digital transformation initiatives through tailored IT consulting.