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September 13-15, 2020|Omni La Costa Resort & Spa,Carlsbad, California

Investing + tech = the future of advice

By advisors. For advisors.

The first event of its kind. Bridging the gap between technology, investment management and practice management.

COVID-19 update

We're looking forward to welcoming our attendees, sponsors and speakers at Wealth/Stack 2020 in Carlsbad in September. Wealth/Stack is a controlled, curated private business meeting of 1,000 senior business professionals from the wealth management sector.

Our number one priority is the safety of our delegates and colleagues, and there are always measures in place at our venues to safeguard your health and safety. There are extra measures in place for 2020 in light of developments with COVID-19.

Book with total confidence - click here to be fully assured on how your booking rights are protected.

Why Wealth/Stack?

Wealth/Stack addresses the current tech disruption in the industry, giving advisors the insight to future-proof their businesses.

Embrace tech. Optimize your portfolio.

Technology has disrupted every touch point of the investment world. It was only a matter of time before it changed the advisory space.

Embrace new tech to increase asset management capabilities, optimize portfolios and bridge the gap between investment management, technology and practice management.  

View the 2019 agenda
Who’s going?

Wealth/Stack is aimed at future-minded financial advisors looking at technology solutions to help run their businesses more efficiently. 

Join over 700 financial advisors and planners, RIAs and independent B/D advisors for high-powered networking, future-focused content and live demos.

See who attends
Taking to the stage

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

In 2019 we welcomed speakers from Creative Planning, Carson Group, Edelman Financial Engines, United Capital, AdvicePeriod, Orion, Dynasty Financial, and more.

Look back at the 2019 speakers
Work hard, play hard

Wealth/Stack provides a platform to reconnect with peers and forge new relationships.

Network ahead of time and message other delegates through the Brella matchmaking app and join the networking events taking place each evening.

Find out more
Stack Stadium

The Stack Stadium showcases the most innovative and forward-thinking advisor solutions in a purpose-built amphitheatre, taking demos to the next level. 

These fast-paced, informative sessions are a must-attend feature of the event. 

More information coming soon.

Partner with us

Want to get closer to the action in 2020 and take a more leading role? 

Find out about available sponsorship opportunities to showcase your brand, take thought leadership positions or host your own networking event and maximize your time. 

Discover more

Wealth/Stack in 90 seconds

What did you miss at Wealth/Stack 2019? And what do you need to know to secure your place for 2020? 

Discover what Wealth/Stack brings to the advisor community. 

The numbers that matter

Financial advisors and planners, RIAs and independent B/D advisors
Future-thinking experts on the speaker panel

The leading minds that took to the stage...

Stand out from the crowd

Be part of Wealth/Stack. 

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

For sponsorship opportunities, please contact Matt Middleton at +1 646-384-7632 or email

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