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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

September 27-29, 2021|The Diplomat Beach Resort, Hollywood, Florida

INVESTING + TECH = ADAPTING TO A NEW ADVISORY LANDSCAPE

Linking technology, practice management, operations and investment ideas to grow your practice

Join 1,000+ leading financial advisors and planners, RIAs and independent B/D advisors.

The #1 event for future-thinking advisors, investors and tech providers


Investing + technology + advice
Investing + technology + advice

An agenda that helps you grow your practice and adapt to the ever-changing financial landscape. 

Need to find a new custodian for your assets? Looking to create a comprehensive succession plan? Want to leverage more of the financial ecosystem to grow your practice? Look no further with sessions including:

  • CTO panel - battle of the tech nerds with insight from RIAs and broker dealers  

  • RIA all-stars - featuring the fastest growing RIAs 

  • Innovations in RIA custody: how the competitive landscape is accelerating change, efficiency and growth 

  • Mergers & acquisitions: private equity, public markets, and what’s really fueling the RIA deal frenzy


See latest agenda
Meaningful connections
Meaningful connections

Inside WealthStack is aimed at future-minded financial advisors looking to use tech to help run their businesses more efficiently.

Meet and connect with the leading financial advisors and planners, RIAs and independent B/D advisors.

A myriad of networking events will take place throughout the event including regular coffee breaks, curated lunches, evening receptions, pool-side after parties and specialized connector events to reconnect you with existing colleagues and help you find all-important new prospects.

See who attends
Who you'll hear from
Who you'll hear from

Hear from the largest and most innovative advisors, financial technology companies as well as some of the leading investment minds in the world. 

Our initial round of speakers confirmed to attend include Dani Fava, Envestnet, Cathy Curtis, Curtis Financial Planning, Megan Gorman, Chequers Financial Management, Robert Sofia, Snappy Kraken & more!

With session formats ranging from panels to roundtables, tech demos to deep dives, there are endless ways to get involved and hear insights from the best in the industry.

Latest speakers

Your safety is our priority
Your safety is our priority

Our number one priority is bringing the wealth management community back to a face-to-face event safely.

We are working with local authorities, venue partners and suppliers and continually adapting to the latest guidelines and safety protocol.

Discover more about what range of measures we are taking, what Inside WealthStack will look like this year and why can book with confidence based on our new booking policy.

 

Find out more
Teaming up with Inside ETFs
Teaming up with Inside ETFs

For the first time in 2021, we're joining forces with Inside ETFs to create an event experience like no other for our future-thinking advisor and investor community. 

Whilst the events will share a venue, they will have their own distinct programs and exhibitor hall areas whilst meals and will be shared.

Anyone who books a ticket to attend Inside WealthStack automatically get Inside ETFs included at no extra charge.

Inside ETFs
Virtual tickets options
Virtual tickets options

We can't wait to welcome the community to Florida in September but we're aware that some people may be unable to make the journey in person. Our new virtual attendance option makes sure as many people as possible can enjoy the event. From wherever they are in the world.

  • Virtual tickets are content-only, providing access to live-streamed main stage sessions and on-demand access for all other agenda items
  • No access to delegate list or any networking functionality
  • Advisor tickets are free (subject to validation), standard pass just $195!
Discover more

Book with confidence

We know there's uncertainty in the world right now. That's why we want to give you added flexibility and peace of mind when booking your place.

So if you book and pay by July 2, you can cancel your place up to 14 days before the event, and receive a full refund.

Of course, if you prefer, you can send a colleague instead or transfer your booking onto another event.

And remember. July 2 is also when the early booking discounts end:

  • Advisors pay just $75
  • Everyone else saves $600 for the September event (and even more if you book the February 2022 event as well!)

Stand out from the crowd

Be part of Inside WealthStack. 

Speak to us today to find out about opportunities to get ahead of the competition and align your brand with the most exciting event in the investment landscape today. 

For sponsorship opportunities, please contact Kristina Niemi at +1-312-599-1037 or email Kristina.Niemi@informa.com.

Inside WealthStack 2022

Inside WealthStack will be returning to the Diplomat Hotel, Florida from February 13-16, 2022.

Should you wish to discuss sponsorship of the event, please contact Kristina Niemi on kristina.niemi@informa.com

Attend as a delegate and save by booking your 2021 and 2022 events at the same time:

  • Advisors book 2021 + get their 2022 pass FREE!
  • Everyone else book 2021 + get 50% off the 2022 event
  • Find out more >> 

We look forward to seeing see you there! 

WealthStack 2019 in 90 seconds


Get a sneak-peek of why WealthStack 2019 was a sell out and what you can expect in 2021!

Watch video >

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