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October 25-26, 2021|Omni La Costa Resort, Carlsbad, California

Investing + tech = the future of advice

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

Join over 1,000 attendees, including 700 financial advisors and planners, RIAs and independent B/D advisors

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 Inside WealthStack?

What to expect
What to expect

Inside WealthStack 2021 is designed to enhance the way you work and innovate.

Need to find a new custodian for your assets? Looking for insight into how to rebalance portfolios? 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.

Join over 1,000 attendees, including 700 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

The numbers that matter

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

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

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