Please note: VIP discount codes are entered on the second checkout screen.
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 September 3, 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.
Please not these enhanced terms will override the usual cancellation date of 57 days out from the event - visible in the T&Cs that you see as part of the booking process.
PACKAGE BOOKING OFFER EXPLAINED
Inside WealthStack will take place in Florida on Sept 27-29, 2021 and Feb 13-16, 2022.
To help the advisor and financial planning communities reconnect face-to-face for the best value possible, we're offering a package discount if you book your pass to Inside WealthStack 2021 and the Feb 2022 event at the same time.
- Advisors - book Inside WealthStack 2021 and get a pass to Feb 2022 free of charge
- Everyone else - book Inside WealthStack 2021 and get 50% off the 2022 event
ADVISOR RATE (subject to approval)
Advisor rate: includes: registered investment advisors, independent and regional advisors, wire house advisors, institutional investors, family offices and financial planners.
Anyone who registers for the advisor pass will be subject to verification and any registrations who don't meet the criteria will be required to upgrade to the “Standard Rate”.
You will not be approved for the “Advisor Rate” without a CRD number. If you don’t a CRD number, please register under the "Standard Rate".
For any further information, please contact email@example.com.
SERVICE PROVIDER RATE
Service provider rates is for attorneys, broker-dealers, ETF issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, private equity, regulators, prime brokers, tax analysts, technology providers and third-party distributors.
Standard rates are for those not in the above categories.
Are you a wealthtech startup that’s less than 5 years old with less than $10M (USD) in funding? If so, you may be eligible for a discounted startup rate of 50% of the Service Provider rate. Contact Andrew Baranich to secure your ticket.
Register 2 delegates and the 3rd and subsequently registered delegates within the same booking receive a 50% discount. Please note, group discounts and VIP discount codes can't be combined.
Discounted Access for Fintech Startups – Limited Supply
Inside WealthStack is committed to bringing together the world's most forward-thinking advisors with the most exciting fintech startups. As such, we are offering a limited number of reduced-price passes to cutting-edge fintech startups with promising technology that we think the audience will love.
To apply for a discounted pass, your firm must be less than 2 years old and have raised less than $2.5m in venture capital. You also need to convince us that you're one of the most exciting advisor-tech startups in the world, and that your service is going to help our advisor attendees grow their businesses.
To apply for one of these passes, send an email with your firm's inception date and fundraising total and a short description of why we should provide you with a reduced-priced pass to Inside WealthStack to firstname.lastname@example.org.
Please note: Fintech Startup passes are limited to one per company.
Attend the event for FREE!
We're always looking for new people to market the event to. If you think you have a good list of potential prospects, please contact Daniel at email@example.com.