#1 New York Times Bestselling Author and Personal Finance Expert
Head of PFMG Product, Goldman Sachs
An audience of influencers
Senior wealth management leaders
Representing Banks and Financial Advisory Firms
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.
Three letters that could have a huge impact on advisors: E-S-G. Explore the why, how and ROI.
How is increased interest in cryptocurrencies like Bitcoin changing the wealthtech landscape?
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
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.
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