Empower your people with the right tech to drive growth
Financial Planning’s INVEST will help decision-makers at wealth management firms 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.
An audience of executives and decision-makers
Senior wealth management leaders
Representing Banks and Financial Advisory Firms
including C-suite executives, presidents and directors
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.
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
Organizations that support INVEST
We host some of the industry’s most successful and influential organizations and solutions providers.
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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