Join hundreds of wealth management leaders ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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INVEST

June 12-13, 2023 | New York, NY

SAVE THE DATE

June 12-13, 2023
Hilton Midtown | New York, NY
 

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Hi Voornaam,


We are excited to announce that Financial Planning's INVEST will be held at the New York Hilton Midtown on June 12-13, 2023. As we serve the wealth management community for the eighth year, we will explore how the right digital tools can enhance your firm's capabilities and how tech can serve advisors and deliver more value to your clients.

500+

Senior wealth management leaders

New structured networking opportunities and peer-to-peer learning will allow the community to connect and collaborate to address the latest tech and the industry’s most pressing issues.

Calling all leaders

shaping the future

of wealth management

APPLY TO SPEAK

      *Submissions to be received by February 17, 2023.

📢 Vendors and Service Providers, learn more about our sponsorship opportunities. 

Hear what past attendees are saying about #FPINVEST 

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A great event to network with leaders in the fintech space, and to learn key hot topics in the industry.

— Sean Mulkerron

Director, Wealth Management,
J.D. Power

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INVEST conference was key in my starting to build better connectivity to RIAs and other wealth managers interested in Alternative.  

— Reginald D. Tucker 

Managing Director
Manhattan West