At INVEST, learn how to position your organization with a keen focus on the client experience that will place your products at the forefront of the industry. This is where you’ll connect with leading innovators and disruptors to improve your tech, discover new solutions and create winning strategies for the future. |
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850 +
Anticipated Attendees |
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| Network with hundreds of senior wealth management leaders representing banks, financial advisory firms, and much more!
| | Secure your seat |
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| Hear from industry thought leaders including
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| Ric Edelman | | | #1 New York Times Bestselling Author and Personal Finance Expert
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| Cynthia Loh | | | Head of PFMG Product
Goldman Sachs |
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| From crypto and digital assets to AI, blockchain and more, take a deep dive into what's next for the industry.
| | View the Agenda |
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8
Advisory Council Members |
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| Enjoy the perfect environment for valuable interactions in the splendor, elegance and convenience of the New York Hilton Midtown. Book your room today →
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Unlimited
Networking Opportunities |
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Connect with your fellow attendees | | The Brella networking app and its matchmaking features help you find like-minded attendees and partners, schedule meetings, chat and meet in person. | | Learn more →
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