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

51% Meeting Acceptance Rate


Meet the people who matter in WealthTech

Based on high demand from our network of senior investment and banking leaders in the US we are bringing the leading WealthTech event to New York!

Don’t miss the opportunity to:

Don’t miss the opportunity to:

  • Connect with investment leaders and experts who are using technology to transform areas such as client retention, hybrid advice, digital assets, ESG and more!
  • Engage with senior-level execs working in wealth management, asset management, private banking, financial advisory and retail banking
  • 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
  • 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.
  • 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

See the full list of companies attending

VIEW PARTICIPANTS

Hear from top industry leaders

Michael Lane

Michael Lane

Head of iShares U.S. Wealth Advisory, BlackRock
David Chubak

David Chubak

Head of Wealth Management, Edward Jones
Lawrence Jordan

Lawrence Jordan

Senior Director of Wealth Management A.I- Applied Analytics and Innovation, RBC Wealth Management
Amanda Lott

Amanda Lott

Executive Director - Head of Wealth Planning Strategy, J.P. Morgan Private Bank

Paul Miles

Paul Miles

Director, Platform Strategy & Analysis – Charles Schwab
Felicity Poole

Felicity Poole

Head of Digital Wealth and Insurance, HSBC UK
Muriel Danis

Muriel Danis

Global Head of Advisory, HSBC Private Banking
Philip Kurtenbach

Philip Kurtenbach

Global Head of Wealth Structured Products, HSBC

Ed White

Ed White

Global Head of Wealth and Private Banking Operations, HSBC
Michelle Owen

Michelle Owen

Managing Director, Global Product COO- Global Products and Solutions, Deutsche Bank Wealth 
Jeremy Taylor

Jeremy Taylor

Managing Director and Chief Executive Officer, Lazard Asset Management (UK)
Martha Fee

Martha Fee

VP, Chief Operating Officer for EMEA, Northern Trust Asset Management

Interested in taking the stage at Global WealthTech Summit USA?

GET IN TOUCH

Discover the key challenges faced by investment leaders

The most pressing threats and opportunities on the horizon
Get the view from wealth and asset management CEOs on how to navigate these turbulent times.
Customer-centric business models
Learn how firms can keep up with increased customer expectations and how technology can be leveraged to gain competitive advantage.
Evolution of hybrid-advice models
Find out how we can hit the right balance between digital and human approaches.

Democratisation of wealth management
Explore the opportunities of democratisation and understand how data and technology can be leveraged to cater to the expanding demography of asset owners.

Big Data, AI, ML, DL and NLP and how to maximize it
Understand which technologies are the most impactful and how to optimize their use to drive the improvement of portfolio and behavioural analysis.
Current state of play with ESG
Discover how we can get closer to accurately measuring ESG impact and structuring compelling ESG investment strategies.

See full schedule for the day

SEE AGENDA

Previous sponsors

Interested in Sponsoring Global WealthTech Summit USA?

BECOME A SPONSOR

Make Meaningful Connections

We have partnered with Brella, the most advanced matchmaking software, to deliver a superior networking experience.

  • Connect with delegates according to interests and event goals
  • Easy meeting booking & locations
  • Dedicated networking area to enable scheduled and serendipitous connections
  • Plan your visit by keeping on top of the event agenda and your meetings in one place
  • Engage with speakers and peers via interactive Q&As, surveys and polls


Grab one of our limited discounted tickets before prices go up!

Register Today

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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    Pedro Pinto Coelho, CEO & Chairman at Banco BNI Europa

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