This exclusive, executive-level, full-day event will unpack the forces, challenges, and opportunities for wealth managers looking to build resilient, modern technology infrastructure.
Meet the people driving innovation in WealthTech and explore the key business and technology themes forging the US and global wealth management marketplace.
Wealth management is changing at a pace never seen before, and while challenges and threats abound, for those who engage with the themes shaping change and adapt their businesses as necessary, the opportunity is also larger than ever.
The Wealth Mosaic is building a global community of leaders, thinkers and creators shaping the future of wealth management both in the United States and elsewhere around the world. We welcome you to join on November 2nd with your peers from around the US wealth management sector and from outside to help shape the future.
Meet and network with a diverse group of wealth management professionals, including Asset Managers, Bank Trust, Broker-Dealers, Credit Unions, Family Offices, Registered Investment Advisors, and more. We'll also host on the day a range of solution providers, including technology firms, industry consultants, marketing & Pr firms, investors, and critical stakeholders.
The event will feature a highly relevant program delivered through presentations, panels, interviews, breakouts, demos, and networking sessions, supporting every attendee's knowledge of what topics are in play, mechanisms to approach them, strategies to develop business, and tools that support growth, efficiency and delivery across a broad range of business needs.
Disclaimer: Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.
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