Join the community of 1,500 wealth management leaders, wealthtech innovators, and influencers.

Cutting edge insight

Dissect the most advanced developments in wealthtech and prepare yourself for the future. Not only will the most innovative and influential minds guide you through the latest techstack opportunities available on the market right now, but help shift the lens to the future so you can position your firm to make the most of what's down the road.

Examine the newest technology and mega-trends including:  

How technology purchasing saves costs in the long run

The intersection of personalization and automation

How aggregators can collect client specific information to help advisors direct portfolio strategy

How CTOs can be equipped to make specific purchases an effective tool for the organization

Inspirational thought leadership

WealthStack brings together the leading advisors, broker dealers and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience and ultimately grow their firm to share their stories and insight on how you can do the same.

Hear from Dana Wilson, Brett Orvieto, John O’Connell, Tito Pombra, Devon Drew, Ashley Longabaugh, Jonathan Satovsky and more!

A unique community

Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more! 

Companies who attended in 2022 included Advicent, Carson Group, Dakota Wealth Management, Envestnet, Goldman Sachs, Hightower Advisors, LifeWorks Advisors, NaviPlan, Orion Advisor Services, O’Shaughnessy Asset Management, RFG Advisory, SignatureFD & 2050 Wealth Partners and many more.