WealthTech 2027: US Edition

Welcome to WealthTech 2027: US Edition! An afternoon event sponsored by Electric Mind and hosted by Motive Partners' at their US headquarters (7 World Trade Center, Floor 47, New York, NY, 10007) on the afternoon of March 4th, this event will bring together a range of players across the US wealth management ecosystem to discuss the leading themes at play in 2027 for technology in and around the US wealth management sector.

Brought to you by (TWM), WealthTech 2027: US Edition is part of our broader WealthTech 2027 project which will mix one central report published prior to the event and a research project engaging wealth managers around the world on the their focus, challenges, budgets and hopes for their technology projects in 2027.

One of a series of events planned also for London, Singapore, Zurich and Toronto, WealthTech 2027: US Edition will look to bring in key players within the US wealth management landscape to listen, discuss and share their focus, experience and perspective around the role of technology within their businesses and where they will be focused in the year ahead and why.

Mixing keynote presentations, relevant topic-focused discussion panels, one one one interviews, and relevant technology demos/presentations, the event will look to offer attendees a view into the mian areas of focus for the further development and delivery of the industry's and its players technology infrastructure in 2027.

Attendance for Wealth Managers

If you work for a firm that directly manages private client wealth, whether a bank, broker-dealer, credit union, Registered Investment Advisor, family office, or other wealth management entity, attendance at WealthTech 2027: US Edition is free. Simply register and attend. We have limited spaces so please get in quick!

Attendance for Vendors (if TWM Members)

If you work for a vendor, i.e., a firm that sells a product or service into the wealth management space, and your firm is a Member of The Wealth Mosaic, attendance is paid but available at a 50% discount. We'll share the discount code with you via your Membership Manager.

Attendance for Vendors (if not TWM Members)

If you work for a vendor, i.e., a firm that sells a product or service into the wealth management space, and your firm is not a Member of The Wealth Mosaic, attendance is paid in full. We do have an Early-Bird discount for tickets bought before the end of January. This is: TWMEarlyBird25.

Disclaimer

This event is exclusively for participants in the US wealth management industry. All forms of vendor, whether technology, asset management, consulting or other, can attend for a fee.

Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.

If you register with a personal email and do not provide details of who you work for, we will ask for further details. If you register for a free ticket but are not a wealth manager, we reserve the right to ask you to change your ticket to a paid ticket.

If you are not involved in the wealth management sector, or you don't provide us with the level of information we need to confirm your ticket, we reserve the right to cancel your ticket order.

Info: Time to arrive, settle in, have some lunch and start to network with your fellow attendees.

Info: Our Founder, Stephen Wall, will welcome you to the event and run through the highlights of the WealthTech 2027 report and supporting research.

Info: Details to be provided.

Info: A panel formed of leading wealth management and WealthTech executives discussing how to plan and deliver on their technological needs in a fast-moving market.

Info: Details to be provided soon.

Info: A 25-minute break to network with your fellow attendees.

Info: Slots for six 10-minute case studies or product or topic showcases where technology vendors highlight how they have delivered their product into a wealth management organisation, or they run a demo highlighting how their product works, or they showcase how their product fits a key market topic.

Info: Details to be provided soon.

Info: Details to be provided soon.

Info: A time to reflect on the afternoon's insight, what you've learned and what you have to take back to the office to action, while networking with your colleagues, peers, partners, suppliers, and more.

Info: An invite-only executive dinner for a limited number of wealth management executives and a sponsor.

Event venue & nearby stays

Motive Partners, 7 World Trade Center, New York, United States

Concerts, fests, parties, meetups — all the happenings, one place.

Get the app →