Join the Wealth Management Industry at In|Vest 2017

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. Preview the companies represented last year below.

Ready to join this influential network? Click here to register for In|Vest 2017.

  • 4 Thought Financial Group
  • A.G.S.
  • A.T. Kearney
  • Acorns
  • Acquire Media
  • Advicefront Ltd
  • Advicent Solutions, LP
  • Advisor Software
  • AdvisorHub
  • AdvisorStream
  • Advizr
  • Affinity Federal Credit Union
  • Agreement Express
  • Aite Group
  • AK Asset Management
  • Alfa Capital Asset Management
  • AllocateRite, LLC
  • Ally
  • AlphaStreet, Inc.
  • Alvarez & Marsal
  • American Banker
  • American Century Investments
  • Ameriprise Financial
  • Aon Plc.
  • Aperture Group, LLC
  • Apex Clearing
  • Appway
  • Aquent
  • Archimedes Investment Management
  • Arria NLG
  • Aspeninvest
  • Aspiration
  • Asset Tv
  • AssetMark
  • Avoka
  • BAC San Jose Puesto de Bolsa
  • Baillie Gifford & Co.
  • Bain and Company Canada, Inc.
  • Banca Sella
  • Bank Investment Consultant
  • Bank of America Merrill Lynch
  • Bank of the West
  • Banking New York
  • Barchart
  • Barclays
  • BBVA Compass
  • bcIMC
  • BECU
  • Berkery Noyes
  • BestX
  • Betterment
  • Blackstone
  • Bloomberg
  • Bloomberg Media
  • Blooom
  • BNY Mellon
  • Boston Research Technologies
  • Broadhaven Capital Partners
  • Broadridge Financial Solutions
  • Business Insider
  • Cambridge Investment Research
  • Cambridge Savings Bank
  • Capco
  • Capital Cube
  • Capital One
  • Capitali.se
  • CBSI
  • CGI Group, Global Wealth
  • Charles Schwab & Co.
  • Chase
  • Chase Wealth Management
  • CircleBlack
  • Cisco
  • Citi Private Bank
  • Citi Ventures
  • Citizens Bank
  • City National Rochdale
  • Client Services
  • CNBC Digital
  • Columbia Business School
  • Consumers Digest
  • Cornell University
  • Corporate Insight, Inc.
  • CUNA Mutual Group
  • CWC Research
  • DailyWorth|WorthFM
  • Dartmouth College
  • Delaware Business Times
  • Deloitte
  • Discovery Data Inc.
  • Dough Inc.
  • Dow Jones & Company
  • Doxim
  • DriveWealth, LLC
  • DST Systems, Inc
  • E*Trade
  • Econoday
  • Edward Jones
  • Ellevest
  • EMI Strategic Marketing
  • eMoney Advisor
  • Enterprise Realtionships
  • Envestnet Finance Logix
  • EQIS
  • Equifax
  • EquiSoft Inc.
  • EquityZen
  • Ernst & Young
  • eSignLive
  • ETF Engine
  • ETNA
  • EY
  • EZRA Group
  • fi360
  • Fichtner
  • Fidelity Investments
  • Fidelity Wealth Technologies
  • FinaMetrica
  • Finance & Technology Research Centre
  • Financial Planning
  • Financial Planning Standards Board
  • Financial Simplicity
  • Financial Technology Partners
  • Finbitz
  • FinMason, Inc
  • FinTech Collective
  • First Rate, Inc.
  • Fiserv
  • FIX Flyer
  • Flexpoint Ford LLC
  • FlockTamer Inc.
  • Folio Institutional
  • FolioDynamix
  • ForwardLane
  • Fox Business Network
  • FT Partners
  • FTV Capital
  • Fund Action
  • FutureAdvisor
  • Gartland and Mellina Group
  • GCW
  • General Atlantic
  • GFK
  • Gladstone Associates, LLC
  • Glen Eagle Advisors
  • Global Atlantic Financial Company
  • Gold Bean
  • Google
  • Grapevine6
  • Great American Insurance Group
  • Gregory FCA
  • Guardian Strategic Ventures
  • GuideVine
  • Happyness Factory
  • HCL America, Inc.
  • Hedgeable
  • Heidrick
  • Hexaview Technologies, Inc.
  • Hidden Levers
  • HSBC
  • IBM
  • Idea Refinery LLC
  • Impact Communications, Inc.
  • ImpactUs Marketplace LLC
  • Imprint
  • Inc. Magazine
  • Income Discovery
  • Infovisa, Inc.
  • Inteligencia Capital
  • Intelliflo
  • Invessence
  • InvestCloud
  • Investment Cycle Engine Inc
  • Investopedia
  • J.P. Morgan
  • Jackson National Life Insurance Company
  • Jefferson National
  • John Hancock
  • JP Morgan Chase
  • K&L Gates LLP
  • Klingenstein Fields Wealth Advsiors
  • Kohlberg Kravis Roberts & Co.
  • Kramer Financial Group
  • Ledyard Financial Advisors
  • Legg Mason
  • Lendit & NSR Invest
  • Liberty Mutual
  • LifeYield
  • Lightyear Capital
  • LIMRA
  • LiquidHub
  • Lovell Minnick Partners LLC
  • LPL Financial
  • Macquarie Capital
  • Magliano S/A CCVM
  • Marakon
  • Markit Digital
  • MassMutual Financial Group
  • Matson Financial Advisor
  • McGuffin Creative Group
  • McKinsey & Co.
  • Meir Kahtan Public Relations, LLC
  • Mergermarket
  • Meridian
  • Meritam Investment Advisors
  • Merkle Inc.
  • Merrill Lynch
  • Metlife
  • MFWire
  • MiCai Inc.
  • Mink Hollow Advisors
  • Minyanville Media, Inc
  • Mizuho Bank, Ltd.
  • Monetary Authority of Singapore
  • Money20/20
  • Moneywise
  • Monte Capital Group LLC
  • Morgan Stanley
  • Morningstar, Inc.
  • Motif Investing
  • Mountain America Credit Union
  • MSIC
  • MX
  • My Money My Future
  • MyVest
  • NanceFinance
  • Napier Park Financial Partners
  • Narrative Science
  • New York Life
  • NexJ Systems Inc.
  • Next Avenue
  • NextCapital
  • North Shore Investments & Trust
  • NYCA Partners
  • NYU
  • On Wall Street
  • Oranj
  • Orion Advisor Services
  • Pacific Life Insurance Company
  • Parthenon Capital
  • Parthers FCU
  • Payscout Inc.
  • Pershing LLC, a BNY Mellon company
  • Personal Capital
  • Pettijohn Associates
  • Pivot Investment Partners LLC
  • Planiste Ltée
  • Plaza Advisory Group
  • Polly Portfolio
  • PrairieSmarts
  • PriceMetrix
  • Private Asset Management
  • Prudential Financial Inc.
  • PWC
  • Queens Bridge
  • Quovo
  • Radius Bank
  • RBC Wealth Management
  • Regions Bank
  • Retirement Income Journal
  • Ria Biz
  • RightCapital
  • Riskalyze
  • Robust RIA
  • Robust Wealth
  • Rockall Technologies
  • Rogers Group Financial
  • Royal Media
  • S&P Global Market Intelligence [SNL News]
  • S2E Consulting
  • Sageview Capital LP
  • Salesforce.com
  • Sammons Retirement Solutions
  • Sanlam Investment Management-A Division of Sanlam Life
  • Scorpio Partnership
  • Seegnature
  • Sendero
  • SigFig
  • Signator Investors, Inc.
  • Silanis Technology, Inc.
  • Silversmith Capital Partners
  • Smart Design
  • Smartleaf
  • SoFi Wealth
  • SourceMedia
  • SS&C Advent
  • Stash
  • Stifel Financial
  • StockTwits
  • Stone Point
  • Stone Point Capital
  • Sullivan
  • Summit Partners
  • Swipestox
  • T. Rowe Price
  • TA Associates
  • TD Ameritrade
  • TD Bank
  • Technicost inc.
  • The Capital Markets Company
  • The Rudin Group
  • The Vanguard Group, Inc.
  • The Wall Street Journal
  • The Wealth Pool
  • The Wharton School
  • Thomas H. Lee Partners
  • Thomson Reuters
  • ThoughtWorks
  • Thoughtworks, Inc.
  • TIAA-CREF
  • Tortoise Investment Management
  • Totum Wealth
  • TradeKing
  • TradeStation Securities
  • TriNet HR Corporation
  • UBS Financial Services Inc.
  • UBS Wealth Management – Americas
  • United Capital
  • Univeris
  • University of Chicago
  • US Bank
  • US Bank Private Client Reserve
  • USAA
  • Vanare
  • Vanguard
  • Vestmark
  • Vestmark Advisory Solutions, Inc.
  • Vetr.com
  • Visible Market / StockTouch
  • Vision Avenue Consultant
  • Voya Financial Advisors
  • Waldron Private Wealth
  • Wealth Consulting Partners, LLC
  • WealthEngine
  • WealthManagement.com
  • Wells Fargo
  • Wells Fargo Advisors FINET
  • Wells Fargo Retirement
  • West Village Consulting Associates
  • White House National Economic Council
  • WNJC 1360 AM
  • Worth Group
  • Xignite