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:

  • 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

Alvina Lo - Wilmington Trust

Alvina Lo – Wilmington Trust

CHIEF WEALTH STRATEGIST, EXECUTIVE VICE PRESIDENT
Michael Lane - BlackRock

Michael Lane – BlackRock

HEAD OF US WEALTH ENTERPRISE
Reinaldo Ynchaustegui - Marathon Asset Management

Reinaldo Ynchaustegui – Marathon Asset Management

CHIEF TECHNOLOGY OFFICER
Carol Houle - Thoughtworks

Carol Houle – Thoughtworks

GLOBAL HEAD OF BANKING, FINANCIAL SERVICES AND INSURANCE

Ash Rajan - Prudential

Ash Rajan – Prudential

FINANCIAL PLANNER; FORMER CHIEF INVESTMENT STRATEGIST FOR MERRILL LYNCH
Vanessa Fernandes - Independent

Vanessa Fernandes – Independent

FORMER BNY MELLON CHIEF DIGITAL EXPERIENCE OFFICER
Matthew Heintz - JP Morgan Chase & Co

Matthew Heintz – JP Morgan Chase & Co

HEAD OF STRATEGY - WEALTH MANAGEMENT SOLUTIONS
Thomas Sullivan - Societe Generale FORGE

Thomas Sullivan – Societe Generale FORGE

MANAGING DIRECTOR

Philip Maymin - Janus Henderson Investors

Philip Maymin – Janus Henderson Investors

DIRECTOR OF ASSET ALLOCATION STRATEGIES
Patricia Lizarraga - Hypatia Capital

Patricia Lizarraga – Hypatia Capital

MANAGING PARTNER
Michael Korby - Balyasny Asset Management

Michael Korby – Balyasny Asset Management

HEAD OF DATA STRATEGY
Arvind Joshi - Rockefeller Capital Management

Arvind Joshi – Rockefeller Capital Management

HEAD OF DATA GOVERNANCE - SENIOR VICE PRESIDENT

Interested in taking the stage at Global WealthTech Summit USA?

GET IN TOUCH

Discover the key challenges faced by investment leaders

Wealth Management Digital Transformation State of Play
CXO perspectives on winning strategies for digital transformation in wealth and asset management amid economic turmoil.
AI and the Client-Advisor Relationship
Understand which technologies are the most impactful and how to optimize their use to drive improvement of the client-advisor relationship.
Data-Driven Personalization Strategies
Learn how firms can keep up with increased customer expectations and how technology and data can be leveraged to gain competitive advantage.

The Art of Customer Loyalty
Identify the fundamental elements that foster client trust, engagement, and retention and explore how technology is impacting client interactions.
Leveraging Tech and Data for Operational Excellence
Understand where the opportunities for increased efficiencies across operations are and how to leverage tech and data to attain operational excellence.
Harnessing Data for Strategic Client Acquisition
Learn how to master client acquisition by taking an analytics-driven approach.

See full schedule for the day

SEE AGENDA

2024 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 the limited earlybird tickets before prices go up!

Register Today

BUY TICKETS NOW

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

WealthTech Insights from FinTech Global

Download the free WealthTech100 report

FREE

Download the free WealthTech100 report with details on each solution