September 27-29, 2021 | The Diplomat Beach Resort, Florida
Inside WealthStack - a revolutionary event bringing together leading tech influencers and top RIAs - takes place live and in-person from September 27-29, 2021.
Explore the future of custody, learn about establishing a successful succession plan, evaluating risk tolerance for clients, and how to develop a cohesive tech stack.
PLUS - enjoy unparalleled networking opportunities with the leading minds in the investment and wealth management industries.
Register by Friday May 28 and save up to $900 with our early bird Memorial Day discount. Advisors pay just $45!
And remember you get Inside ETFs included in your ticket with the events taking place side-by-side. So you can network with attendees from both events and attend whichever sessions from either event that interest you most. 2 events in 1!
Dani Fava is Head of Strategic Development at Envestnet. She was also named one of the ThinkAdvisor Top Women in WealthTech for 2019 and Investment News Women to Watch in 2020.
As the Chairperson of the event she'll introduce and discuss key topics of the day including fintech application, succession planning, building your workforce and more...
With 250+ advisors already signed up for September, we're highlighting the first selection that will be taking to the stage to share their experiences, perspective, and expertise.
Squeeze a year's worth of meetings in just three days this September with dedicated networking hours set in the agenda, drinks receptions, connector events and pool-side after parties!
Inside WealthStack welcomes 1,000+ RIAs, broker-dealers or dually registered advisors from more than 450 unique firms, bringing together over $528bn in combined assets.
PLUS - book your 2021 + 2022 events simultaneously and save. Advisors get the 2022 event free when booked with 2021. Everyone else gets 50% off 2022 when booked with 2021! Find out more >>
Book with confidence: we know there's uncertainty in the world right now so see more details about how we're giving you extra flexibility and peace of mind when booking your place.
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