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. 2027 speakers to be announced soon.
Joe Cordeira – UBS Global Wealth Management US
Chief Data and Analytics Officer
Katherine Lucas – State Street
Head of North America and Global Client Division Marketing
Ranjit Samra – JP Morgan Chase & Co
Head of J.P. Morgan Wealth Management Product & Experience
Matt Heintz – JPM Chase
Head of Strategy – Wealth Management Solutions
Emily Green – Ellevest
Head of Private Wealth Management
Vincent Fontana – HSBC
Head of Product Specialists Americas
Jennifer Ray – BBR Partners
Partner and Head of Business Strategy and Innovation
Nitya Gopalakrishnan – BlackRock
Head of Technology Platform and Product
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 super 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
- The sessions I had attended were all fantastic. I just wished there were two of me, so that I could be everywhere at once.
Kavan Polson, Managing Director at Scholar and Partners
- An excellent event for wealth & asset managers and advisors to network and learn the latest innovations in the FinTech space.
Arun Subbiah, Investment Director at EGR Wealth
- Overall a really great day, with lots of learnings and opportunities to connect with industry peers. Very well run and easy to navigate the various sessions on the day
Lynne Northcote, Chief Procurement Officer at Fidelity International
- Great to attend. A well organised event, with some insightful and thought-provoking panel sessions alongside the networking opportunities.
Mark Chuter, Director - Structured Finance & Capital Markets at Balder
- A day well spent - relevant and fresh content and the chance to see the innovations live and hear first-hand from the experts.
Julie Greenwood, Head of Strategic Accounts at Octopus Money
- I was very impressed by the event that you organised and it was a top quality panel.
Chris McHugh, Senior Advisor ESG at International Association of Credit Portfolio Managers
- A don't miss event for professionals in the WealthTech industry.
Andreas Schweitzer, Managing Director at Arjan Capital
- Such an impressively run conference. Absolutely first class and one of the best run that I have attended.
Otakar Hubschmann, Chief AI Officer at TransRe
- The Summit was a highly informative and engaging event, bringing together key industry experts and decision-makers. Excellent networking opportunities, insightful discussions, and valuable perspectives on the future of regulation and financial technology.
Ernest Inneh, Director at Cornerstone Wealth Capital
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