Please note: VIP discount codes are entered on the second checkout screen.
The Advisor Pass (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".
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, fundraising total and a 150-word description of why we should provide you with a reduced-priced pass to Wealth/Stack to email@example.com.
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 Chloe Modaberi at firstname.lastname@example.org.