Investing + tech = the future of advice

Wealth/Stack 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 Wealth/Stack - 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.

Wealth/Stack 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.

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.

2021 SPEAKERS TO BE ANNOUNCED SOON.