About this Event
Hosted at Holland & Knights' offices in Manhattan, New York (787 Seventh Avenue, 31st Floor), this will be the first edition of the US WealthTech Vendor Forum from The Wealth Mosaic (TWM). The aim of this event, and our Forum model, is to bring together the community of WealthTech vendors and related parties (consultants, investors, marketing & PR, etc.) that serve the US wealth management sector in a forum that delivers learning, sharing, networking and, potentially, partnership opportunities among attendees.
Hosted at Holland & Knights' offices and supported by AlphaTech Partners, WealthTech Strategy Partners, Pirker Partners and Epok Advice, this is built around four elements:
- An introduction to The Wealth Mosaic and the Forum model
- A view on the US wealth management landscape
- Perspectives on M&A and fundraising for WealthTechs
- A chance to learn, share and network with your peers in the space
Discounts for attendees to TWM products and services
As an additional benefit for anyone attending, we are offering 10% off our full range of products and services for any agreement reached in the first half of 2025. We will highlight what we do on the day but please feel free to ask us in advance for details.
About the US WealthTech Vendor Forum
Hosted twice yearly in the United States, each edition of the forum will deliver a mix of education and learning opportunities, a consistent mechanism to develop new and existing relationships, a chance to share experiences and business-relevant discussion among peers and, as it develops, a view to support and help develop the WealthTech vendor community.
Tickets for the Forum (TWM Members)
For those working for TWM Member firms, tickets are always discounted. There is a discount code available for this which has been sent to you. Please request it from us if you don't have it already or cannot find it. Tickets are available either on an individual event basis, as an annual membership to attend each of the four forums for an individual or as a firm.
Tickets for the Forum (non-TWM Members)
Tickets are available either on an individual event basis, as an annual membership to attend each of the forums planned for the year as an individual or as a firm.
Access to the event is available on a first-come, first-served basis, so secure your tickets today. Each firm, apart from those that become a member of the forum, is restricted to two tickets for this event.
Disclaimer: This event is exclusively for technology and related vendors serving or targeting the US wealth management industry. Tickets are charged and subject to approval.
Event Venue & Nearby Stays
Holland & Knight LLP, 787 7th Avenue, New York, United States
GBP 180.00 to GBP 900.00
