Past event

WealthStack

Event details

Dates
10 – 12 Jun 2025
Location
Boca Raton Florida, USA
Event website
informaconnect.com

About the event

The Tech for Growth programme brings in industry pioneers such as Jason Pereira and Brian Portnoy, whose perspectives are meant to help advisers raise productivity and improve the client experience with up-to-date technology. Topics include how integrated tech stacks will develop, next-generation digital experiences and AI-driven client engagement. The aim is to give attendees the tools, strategies and contacts needed for productivity and profitability.

Highlights

  • WealthTech innovations: recent advances in wealth management technology across these topics, with both pioneers sharing insights on how to improve productivity and client experiences
  • Community: more than 1,500 senior attendees, among them technology decision-makers, asset managers, wealth managers, advisers, COOs and CTOs. WealthStack describes itself as uniting leaders, putting innovation in the spotlight and getting the industry ready for new trends
  • WealthStack Demos: a much-anticipated session in which technology firms show their innovations to more than 1,000 senior-level advisers and decision-makers. They compete for the WealthStack Best in Show Award, described as prestigious, which brings greater visibility in the industry

More information and tickets: informaconnect.com

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