Meet the Digital Future of Wealth Management


Wealth management is changing dramatically as the industry’s traditional leaders and new players bring enhanced offerings—both front end and behind the scenes, to retail customers and advisers. These new platforms offer better user experience, more investment options, transparency and reduced fees.

In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the changes in the market and offer a digital vision of the future.

Now in its third year, In|Vest has grown to be the industry’s leading wealth-tech event. In 2017, we expect to attract 1,000+ executives—buyers and sellers—from all facets of the wealth management. This event shares robust content that covers all aspects of the changing industry and features an exhibit hall that showcases the future of wealth management technology from the perspective of both the endemic players in the industry and the upstart competitors disrupting the status quo.


The In|Vest Audience

Meet the In|Vest 2017 Audience

A Who's Who in Wealth Management

Meet the In|Vest 2017 Audience

In 2016, more than 700 executives from across the entire wealth management community attended to explore the changes in the market and offer a digital vision of the future. Click here to view the full list of companies represented last year.

Ready to join this influential network? Register today for In|Vest 2017!