The WealthTech Executive Summit is the annual conference for the WealthTech Executive Forum, an invite-only, peer-to-peer community that has members representing 110+ of the top C & E-level wealth technology decision makers and firms in our industry.
Just like the Forum, this conference will be unique and built to serve the needs of our members and maximize their time together. Similarly, this will be an invite-only event with some critical differences from other conferences: No press. No publicity. No demo booths. What we will provide is an opportunity for sponsors, in partnership with their wealth CTO/COO partners, to share the stories, lessons and successes of projects together. In addition, sponsors will have an opportunity to engage with over 150 wealth technology executives on product strategy and emerging needs.
Network with peers and top-level tech providers to solve challenges specific to your firm
Access proprietary data, exclusive information-sharing, and confidential research
Drive critical decision-making and the next phase of growth for your business
Pure Financial
RBC
BNY Wealth
UBS
Steele Captial
Wilmington Trust
AllianceBernstein LP
Goldman Sachs Group, Inc.
Brown Brothers Harriman & Co.
Northern Trust Company
Callan Family Office
LPL
Hall Capital Partners
Wetherby
Carson
Wells Fargo
Dynasty Financial
Cape Cod 5
Baker Street Advisors
M&T Bank
MAI Capital Management
TIAA
Buckingham Wealth Partners
Advisors Excel
Capital Group Companies
Fulton Financial Advisors
Hall Capital Partners, LLC
Wealthspire Advisors
Snowden Capital Advisors
Bci Securities
Bluespring Wealth Partners
DFPG Investments
BOK Financial
Linscomb & Williams
Crestone Capital
High Tower Advisors
Trilogy Financial
Parallel Advisors
Emigrant Partners
Optas
Formue
Glenmede Trust
The Colony Group
First Clearing
SageView Advisory Group
MissionSquare Retirement
Trilogy Financial Services
Merit FA
Connecticut Wealth Management
The Family Office at Synovus
LVW Advisors
The Family Office at Synovus
CAPTRUST
Cresset
Fidelity
Shufro Rose
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What makes the WealthTech Executive Summit unique from other industry conferences?
This is an invite-only event with some critical differences from other conferences: No press. No marketing. No demo booths. What we will provide is an opportunity for sponsors, in partnership with their wealth clients, to share real stories, lessons and successes of projects together.
Who attends the WealthTech Executive Summit?
Our Summit is invite only and attended by WealthTech Executive Forum members, who represent 110+ of the top c-suite technology decision makers in our industry and sponsors from hand-selected Fintech providers.
Is networking time prioritized at the event?
Yes. We created this Summit because we felt normal conferences didn’t connect us with the folks who we wanted to meet. Our agenda will allow for intentional networking opportunities throughout.
Where is the Summit being held this year?
The Summit is being held at the beautiful Phoenician resort in Scottsdale, AZ.
How do you register as an attendees for the Summit?
It is simple. Fill out the registration form form here.
How do you register as a sponsor for the Summit?
Please visit our sponsorship page.
How do you book your hotel?
Reserve your hotel under the F2 Strategy WealthTech Executive Summit room block here.
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