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


Bridging the gap between technology, investment management and practice management.

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

A new way to stand out from the crowd

Get more creative and build connections with the audience that matters most to your business. For sponsorship opportunities, get in touch with Kristina Niemi on or +1-312-599-1037. 

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

What to expect
What to expect

Inside WealthStack 2021 is working to help advisors adapt in 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? Want to streamline your CRM and find new automation tools? 

We've got you covered with Inside WealthStack - your one stop shop for all your tech needs and so much more! Join us for exciting content that is sure to leave you with tangible solutions for your everyday practice.

See past agenda
Who you'll meet
Who you'll meet

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 curated lunches, evening receptions, and specialized networking 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.

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.

Past speakers included representatives from Creative Planning, Carson Group, Edelman Financial Engines, United Capital, AdvicePeriod, Orion, Dynasty Financial, and more.


See past 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
Virtual ticket options
Virtual ticket 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
One ticket. Two events.
One ticket. Two events.

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. 

The overall exhibit area, meals and networking events will be shared.

Inside ETFs

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 >

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

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

We look forward to seeing see you there! 

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