WealthTech Vendor Forum: US, April 2026

Delivered in partnership with EY and hosted at their US headquarters (1 Manhattan West / 395 9th Ave., New York, NY, 10001) on the morning of April 29th, this is the first edition of the WealthTech Vendor Forum: US in 2026 from .

Aimed at bringing the US WealthTech community together around the industry and business topics that they all face, this Vendor Forum will deliver insights on some of the core elements of any WealthTech’s go-to-market strategy within the US wealth management marketplace.

Through the two-hour morning event, our presenters will deliver insights and learnings covering industry best practices around strategy, marketing, sales, and funding. To start, our host EY will share details of their WealthTech program and how they work with specific WealthTechs to bring them to market. We will then hear short and impactful sessions from partners digging into the best practices today, covering marketing and then sales, before wrapping up with insights into funding and exiting your business.

The Vendor Forum is hosted in the same location as the WealthTech 2026: US Edition in the afternoon, which runs from 1 pm to 6 pm. Attendees of the Vendor Forum are welcome to stay for the afternoon with the appropriate ticket.

We are charging US$50 to attend the Vendor Forum, while the afternoon event is priced at US$500 for non-sponsor/participant vendors. If you wish to attend both, the ticket cost is a combined US$500 (making the Vendor Forum ticket, in effect, free).

Hosted in the United States at least twice per year, each edition of the Forum will look to deliver a mix of educational and learning opportunities, a consistent mechanism for developing new and existing relationships, a chance to share experiences and engage in business-relevant discussions among peers, and an opportunity to generate a collective WealthTech vendor community.

For those working for TWM Member firms, tickets are discounted by 50%. A discount code is available, which has been sent to you. Tickets are available on an individual event basis.

Early bird tickets are available at a 15% discount in March. The discount is code TWMEarlyBirdMarch15.

This event is exclusively for technology and related vendors serving or targeting the US wealth management industry. Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.

Info: A quick introduction to the The Wealth Mosaic's WealthTech Vendor Forum: US, April 2026, from our founder, Stephen Wall, and Michael T. Hogg, Head of FinTech Partnerships. EY.

Info: Four separate 12 minute presentations on key go-to-market topics for WealthTechs.

Info: A view from EY providing on the main trends around capital raising and mergers and acquisitions across the WealthTech landscape.

Info: A view from EY covering the main trends around WealthTech innovation and enterprise adoption of cutting edge solutions

Info: The global wealth management industry is undergoing significant transformation. Rapid
technological innovation, evolving regulation, and rising client expectations are forcing
firms to rethink how their systems, solutions, and strategies come together to serve the
modern investor.
As the number of providers and platforms continues to grow, one of the biggest
challenges facing wealth technology firms today is not innovation—it’s differentiation.
In this session, Susan Quinn, CEO of circle S studio and author of Does Your Business
Show Up or Stand Out?, will explore how wealthtech firms can cut through market
noise, clarify their value proposition, and position themselves to engage the right
audience.
Drawing on decades of experience advising financial services firms, Susan will share
practical strategies for creating meaningful market presence through clear messaging,
thought leadership, and ecosystem thinking.

Info: A short break and a chance to prepare and submit questions for the following go-to-market panel.

Info: Michael Hogg will moderate a Q&A with the panel of speakers, highlighting the value of community within the WealthTech ecosystem.

Info: Time to take in what you've heard during the morning, and discuss with your fellow attendees over lunch before we start the afternoon session and WealthTech 2026. If your ticket is only for the Vendor Forum, we kindly request you to leave the event before the start of the afternoon event.

Info: A full afternoon of content and insights focused on the role of technology across the US wealth management marketplace. See full details here - https://www.eventbrite.co.uk/e/1982430478928?aff=oddtdtcreator

Event Venue & Nearby Stays

EY LLP Headquarters, 395 9th Avenue, New York, United States

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