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    INVEST 2022

    June 16th - 17th, 2022
    Where wealthtech leaders convene, connect and collaborate
    June 16-17, 2022 | Hilton Midtown, New York
    Register now

    Introducing our featured speakers

    KEYNOTE SPEAKER

    Ric Edelman

    #1 New York Times Bestselling Author and Personal Finance Expert

    Cynthia Loh

    Head of PFMG Product, Goldman Sachs

    An audience of influencers

    500+

    Senior wealth management leaders

    Representing Banks and Financial Advisory Firms

    78%+

    Decision makers 

    including C-suite executives, presidents and directors

    Inspiration, interactivity, insights


    Featuring engaging demos, interactive panels and insightful keynotes, INVEST is thoughtfully curated for powerful networking and meaningful discussions. This is where the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you can’t find elsewhere.


    Conference insights

    Trending now

    Three letters that could have a huge impact on advisors: E-S-G. Explore the why, how and ROI.

    Crypto craze

    How is increased interest in cryptocurrencies like Bitcoin changing the wealthtech landscape?

    Transformative tech 

    From robo-advisors to data mining, how is tech transforming the advisor-client dynamic?

    Feedback from past attendees

    A great event to network with leaders in the fintech space, and to learn key hot topics in the industry.

    — Sean Mulkerron
    Director, Wealth Management,
    J.D. Power

    Always a great event to interact with the leaders in digital wealth management.

    — Martin Wise
    Ceo & Founder,
    RelPro

    Sponsorship opportunities

    Sponsors of INVEST enjoy exclusive networking opportunities with an elite group of high-level advisors, thought leaders and firms. Don’t miss this chance to create a lasting impact on Financial Planning’s community of key decision-makers.

    Organizations that support INVEST

    We host some of the community’s most successful and influential firms, organizations and tech providers.  

    Join us at the New York Hilton Midtown

    Located in the heart of the city that never sleeps, the New York Hilton Midtown is opposite the Museum of Modern Art, five blocks from Central Park and two blocks from Radio City Music Hall. This inspiring environment is ideal for strategic discussions with thought leaders and meaningful interactions with peers.

    Stay up to date with the latest from INVEST

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