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December 1-3, 2020
Eastern Standard Time,
Virtual Conference

Investing + tech = the future of advice

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

We're going digital for 2020.
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. 

Why Wealth/Stack Live?

A digital experience for 2020
A digital experience for 2020

Technology doesn’t wait around and you shouldn’t have to either. Moving Wealth/Stack to a digital event in 2020 allows you to move your business forward and stay up to date, despite the unpredictability of travel plans in 2020.

Wealth/Stack Live isn’t like other digital events you’ve seen before. With 1,000+ global attendees, including 700+ RIAs, there's no better way to connect with the industry.

Every aspect of the program has been reassessed for a virtual event to ensure your digital experience will deliver maximum value.

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What to expect
What to expect

Expect a program that works around you. Sessions are spread across 3 days so that content is more manageable for digital consumption. Access all keynotes, fireside chats and panel discussions live or on-demand*.

Expect networking, interaction and a socially engaged digital experience. Meetings can be scheduled all 3 days, 24 hours a day, to accommodate all time zones. Engage with speakers in real-time through Q&A, audience polling and chat features. Networking opportunities include 1-to-1 meetings, virtual coffee chats, small group chats and the ability to arrange impromptu meetings.

(*Excluding sessions limited to closed-door attendance, using the Chatham House Rule or where a speaker requests privacy.)

Find out more
Embrace tech. Optimize your portfolio.
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 2020 agenda

A unique community of innovators
A unique community of innovators

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

By holding the event online in 2020, we not only eliminate the need to gather in a single location but open the door for attendees to join from wherever they are in the world. 

Join over 1000 attendees, including 700 financial advisors and planners, RIAs and independent B/D advisors for high-powered digital networking, future-focused content and live demos.

Who will you meet?
World-class speakers
World-class speakers

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

All streamed direct to your desk and available to watch on-demand. 

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


Network like never before
Network like never before

Building strong relationships in this industry is essential - even in such unprecedented times. Wealth/Stack Live 2020 will provide the perfect virtual platform to do just that.

Network ahead of time, live-message other delegates, arrange video meetings and connect with the right people using our smart matchmaking algorithm.

PLUS - keep an eye out for more information on curated discussions throughout the day to help keep you informed and make some new business connections while you’re at it.

Find out more

The numbers that matter

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

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 event in the investment landscape today. 

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


We can't wait to welcome you to the Omni La Costa Resort & Spa, Carlsbad on October 24-26, 2021!

Our new Californian home will offer the advisor community more space to reconnect with peers and forge new relationships.

Interested in 2021 sponsorship opportunities? Please contact Kristina Niemi on or +1-312-599-1037.

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