INVEST 2023

June 12th - 13th, 2023

Tools, tech and tactics for future-ready firms

June 12-13, 2023 | Hilton Midtown, New York

Just added! AI Town Hall on Day Two

Discover innovation that empowers

Financial Planning’s INVEST will help decision makers in the wealth management community understand how new technology can improve advisor efficiency and effectiveness. Advisors will also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees will leave with a clearer sense of how they can help their businesses grow.

Top Reasons to Attend

Here’s why INVEST is the destination for wealth management leaders:

	Connect with leading professionals in the wealth management community Dedicated Networking Breaks Meet the Experts Wine Down Evening Receptions with Live Entertainment Health and Wellness: Morning Activity 1-to-1 meetings with valuable contacts using the Brella app
	Join sessions on the most pressing topics, including Cybersecurity Leveraging AI Building Trust in Clientele Growing a Strong Advisory Firm

	Receive premier educational content Featured Tracks Improving the Client Experience Future-proofing your Practice with Wealthtech Understand Compliance and Regulation in 2023
	Earn CE credits

Introducing this year's keynote speakers

Jason Wenk

CEO

Altruist

Daniel Crosby

Chief Behavioral Officer

Orion

Get a sneak peek inside INVEST

Explain to your manager why you should attend

Download our justification letter, which describes how this event will benefit you and your organization, and share it with your manager

An incubator for insights

Featuring engaging demos, interactive panels and insightful keynotes, INVEST is thoughtfully curated for critical conversations and powerful connections. No other conference bridges the gap between wealthtech and investment services like INVEST. From practical execution to strategic impact, you’ll explore the topics and types of discussions that are most relevant to you and your firm.

An audience of executives and decision-makers

450+

Senior wealth management leaders

Representing Banks and Financial Advisory Firms

78%+

Decision makers

including C-suite executives, presidents and directors

Sponsorship opportunities

This is where wealth management leaders convene for the discussions that drive growth and move the industry forward. Position your brand as a thought leader, solutions provider or partner to an audience of executives and decision-makers.

Organizations who attend INVEST

We host some of the industry’s most successful and influential organizations and solutions providers.

2023 Media Partners

Partners of INVEST receive exclusive benefits, including discounts for their members, access to speaking opportunities, digital promotions, networking with attendees, and much more. Don't miss the opportunity to join Financial Planning's community of key decision-makers, thought leaders, and high-level advisors.

Feedback from past attendees

THE INVEST conference provided me with a great opportunity to connect with RIAs and service providers interested in and active in the Alternative Investments space.

— Reginald Tucker
Managing Director,
Manhattan West

There were quite a few insightful nuggets of wisdom that I took from the presentations.

— Iraklis Kourtidis
Co-founder & CEO,
Rowboat Advisors, Inc.

Join us in New York City at the Hilton Midtown

Opposite the Museum of Modern Art and just blocks from Rockefeller Center and Radio City Music Hall, the Hilton Midtown provides an inspiring backdrop for connecting and collaborating with your fellow leaders.

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