The leading gathering of leaders and innovators across private banking, wealth, and asset management in the United States
2:1 Buyer-Seller
Ratio
300+
WealthTech Buyers
81% Director
or Above
2.3 x more meetings booked
Meet the people who matter in WealthTech
The event hosts the most senior-level investment leaders and innovators to discuss the critical industry challenges amid increased adoption of AI solutions and competition by digital challengers.
Don’t miss the opportunity to:
Don’t miss the opportunity to:
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Connect with investment leaders and experts who are using technology to transform areas such as client retention, hybrid advice, digital assets, ESG and more!
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Engage with senior-level execs working in wealth management, asset management, private banking, financial advisory and retail banking
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Make high-impact business connections with the industry’s most active WealthTech buyers, sellers, investors and innovators who can help you meet your business objectives
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Stay on top of the leading-edge industry innovations by visiting the dedicated Demo Stage and see how technology can transform the investment value chain.
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Understand the emerging challenges and requirements put forward by the next generation of customer to capitalise on opportunities in the great wealth transfer
Engage with America's leading financial institutions
Hear from top industry leaders
The leading WealthTech leaders and innovators speaking at the event. 2025 speakers to be announced soon.
Alvina Lo – Wilmington Trust
CHIEF WEALTH STRATEGIST, EXECUTIVE VICE PRESIDENT
Michael Lane – BlackRock
HEAD OF US WEALTH ENTERPRISE
Reinaldo Ynchaustegui – Marathon Asset Management
CHIEF TECHNOLOGY OFFICER
Ash Rajan – Prudential
FINANCIAL PLANNER; FORMER CHIEF INVESTMENT STRATEGIST FOR MERRILL LYNCH
Vanessa Fernandes – Independent
FORMER BNY MELLON CHIEF DIGITAL EXPERIENCE OFFICER
Matthew Heintz – JP Morgan Chase & Co
HEAD OF STRATEGY - WEALTH MANAGEMENT SOLUTIONS
Thomas Sullivan – Societe Generale FORGE
MANAGING DIRECTOR
Megan Shearer – Janus Henderson Investors
SENIOR DATA SCIENTIST
Patricia Lizarraga – Hypatia Capital
MANAGING PARTNER
Michael Korby – Balyasny Asset Management
HEAD OF DATA STRATEGY
Arvind Joshi – Rockefeller Capital Management
HEAD OF DATA GOVERNANCE - SENIOR VICE PRESIDENT
Ryan Larsen – Capricorn
DIRECTOR OF DATA AND ANALYTICS
Discover the key challenges faced by investment leaders
Brands we work with
Make Meaningful Connections
We have partnered with Brella, the most advanced matchmaking software, to deliver a superior networking experience.
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Connect with delegates according to interests and event goals
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Easy meeting booking & locations
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Dedicated networking area to enable scheduled and serendipitous connections
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Plan your visit by keeping on top of the event agenda and your meetings in one place
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Engage with speakers and peers via interactive Q&As, surveys and polls
Grab one of the limited earlybird tickets before prices go up!
What Our Delegates Say
- The event was outstanding. After a couple of years of no in-person events, taking an exhibition stand and having the opportunity to deliver a pitch has made such an impact on our pipeline.
Karena Vaughan
- We found the event to be really useful. There were some really valuable prospects there which we engaged with. I appreciate the support you gave us on the day
Adam Sideserf, Head of Marketing at Oxford Risk
- The quality of conversations between Shift data scientists and attendees interested in what Shift is all about was truly top notch.
Jeff Manricks, UK Sales Director at Shift Technology
- It is great to engage in conversation that we otherwise couldn’t have… we come here in one day and we are able to meet 10, 20, 30 different potential clients, leads or partners.
Nikolai Hack, COO at Exo Investing
- Events like this are great for start-ups to be with some of the bigger older institutions that may not be as agile… putting the two dynamic and static groups of the industry together and getting them to have an engaged conversation.
Monica Sasso, Director Head of Prospecting Strategy at Deutsche Bank
- It’s a great educational piece… I have seen a lot of great companies doing very exciting things
Lucy Dunnet, Investment Advisor at Berenberg
- I thought it was a great event. The best I have been to in 2019. A good balance of presentations and panels
Richard Day, Underwriting and Pricing Director at Hastings Direct
- We were very happy with the event… more than happy to join any future event
Nicolas Blanchard, Co-Founder at APIAX
- The tradeshow went really well thanks and the team had a great day there. Very well organised and nothing but praise from our end in terms of feedback
Rebecca Roles, Business Development Consultant at Introhive
- Excellent event! Lively sessions with great content and high caliber participants
Pedro Pinto Coelho, CEO & Chairman at Banco BNI Europa
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