Where Technology Meets the Future of Advice
WealthStack is the epicenter of wealth management innovation. A dynamic convergence of advisors, wealth tech founders, and enterprise leaders reimagining how advice is delivered and scaled. Explore breakthrough solutions, actionable strategies, and partnerships that will fuel your firm’s next stage of growth.
The #1 wealthtech event
The latest insights
The industry's most innovative and influential minds guide you through the latest techstack opportunities.
- Advanced lead generation tactics for RIAs
- Organic growth strategies for busy advisors
- Tech solutions for customized client onboarding
- Crafting a memorable client experience with wealthtech
- Practical sses of AI for your practice
Be inspired
Hear from the leading advisors, broker dealers and asset owners who successfully leverage tech to optimize their operations, provide a higher quality client experience and ultimately grow their firm.
- Tom Fields - Founder & CEO, Fynancial
- Arnulf Hsu - CEO & Founder, GReminders
- Jud Mackrill - CEO & Co-founder, Milemarker
- Vennela Miryala - Co-founder & Chief Product Officer, Mili AI
- Tu Nguyen - Head of AI & Solutions Architecture, Osaic
A unique community
Connect with a senior wealthtech audience including CTOs, COOs, advisors, wealth managers, asset managers, and technology-decision makers.
WealthStack unites leaders, spotlights innovation and prepares the industry for emerging trends.
WealthStack Demos
Showcase your technology on the Tech for Growth Stage, where senior-level advisors and decision-makers will see your innovation in action. Compete for the WealthStack Best in Show Award, judged live by industry leaders Tim Welsh, Amy DeTolla, and Jason Pereira. With premier placement and elevated visibility, this is your chance to stand out in a competitive field.
LaunchPad Labs
Discover the next generation of innovators transforming wealth management. LaunchPad Labs spotlights early-stage startups that are redefining how advisors and clients connect, plan, and grow. Explore the companies bringing fresh ideas, modern tech, and bold thinking to the advisor experience.
Tech Tours, Powered by WealthStack
Skip the hassle of navigating the exhibit hall—join a curated tour of top tech exhibitors instead! In a small group of 10-15 attendees, you'll visit leading vendors, get hands-on with the latest tools, and discover solutions to enhance your practice. Think of it as speed-dating with fintech!
Let us handle the logistics so you can make the most of your EDGE experience.
WealthStack podcast with Shannon Rosic
Check out WealthManagement.com's WealthStack Podcast to hear how WealthTech is reshaping the financial advice industry and ultimately the delivery of financial advice.
The WealthStack podcast is focused on innovations and developments in WealthTech and features a WealthTech or wealth management industry thought leader.
The discussion is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability.