Now that the conference season is over, it’s time to look to 2025. Established events often have great deals at year-end as they try to tap any remaining 2024 budgets. If you are lucky enough to be in that position, by all means lock in those lower prices now. And even if you need to use 2025 budgets, you may be able to arrange a delayed payment on the current deal.
To help your 2025 planning, below is our curated list of the best global investment advisor tech events, conferences and tradeshows for 2025. These are the largest events in the investment services industry geared towards technologists, program managers, marketers, developers and C-Suite execs at both legacy investment advisories and financial institutions. There will also be a strong contingent of upstart investech and fintech firms along with the VC investors looking for the next big bet.
Details are current, but always check event websites for any changes. If you are looking at attending any wealthtech/investech event, the sooner you commit, the lower the ticket price. Booking even 30 days in advance can often save $500 to $1,000 per ticket.
Event Spotlight
10 – 12 June 2025 | The Boca Raton Resort, Boca Raton, FL
Investment strategies, productivity and growth for advisors
[ 1,500 attendees | 750 advisors | 70% of advisors managing assets over $500 million | $17T total managed assets | 22,000+ meetings ]
Investing, Wealth & Advisor Technology Conference Calendar 2025
| Event | Location | Start | End | Attendees* | Speakers* | Founded |
FinovateEurope |
London | 25-Feb-25 | 26-Feb-25 | 1,000 | 150 | 2011 |
| T3 Technology Conference | Dallas, TX | 3-Mar-25 | 6-Mar-25 | 95 | ||
| Digital Integration in Wealth Management | London | 19-Mar-25 | 20-Mar-25 | 250 | 25 | |
| InvestOps | Orlando, FL | 10-Mar-25 | 12-Mar-25 | 110 | ||
| SIFMA’s Operations Conference | San Diego, CA | 5-May-25 | 8-May-25 | 1973 | ||
FinovateSpring |
San Diego | 7-May-25 | 9-May-25 | 1,100 | 150 | 2008 |
| FutureProof Retreat | Colorado Springs | 12-May-25 | 14-May-25 | 500 | ||
| WealthStack |
Boca Raton, FL | 10-June-25 | 12-June-25 | 2,000 | 200 | 2019 |
| FutureProof Festival | Huntington Beach, CA | 7-Sep-25 | 10-Sep-25 | 3000 | ||
FinovateFall |
NYC | 8-Sep-25 | 10-Sep-25 | 2,000 | 150 | 2007 |
| Previous Events (2024) | ||||||
| Global Wealthtech Summit | London | 6-Nov-24 | 6-Nov-24 | 600 | 100 | 2018 |
| T3 Technology Summit | New Orleans | 29-Sep-24 | 1-Oct-24 | 1,000 | 100 | 2006 |
| FutureProof Festival | Huntington Beach, CA | 15-Sep-24 | 18-Sep-24 | 3000 | ||
| SIFMA’s Operations Conference | San Diego, CA | 15-Sep-24 | 18-Sep-24 | 1973 | ||
| FinovateFall | NYC | 9-Sep-24 | 11-Sep-24 | 2,000 | 150 | 2007 |
| FinovateSpring | San Francisco | 21-May-24 | 23-May-24 | 1,200 | 150 | |
| WealthStack | Hollywood, FL | 13-May-24 | 16-May-24 | 2,000 | ||
| FutureProof Retreat | Colorado Springs | 24-Mar-24 | 27-Mar-24 | 500 | ||
| Digital Integration in Wealth Management | London | 19-Mar-24 | 20-Mar-24 | 250 | 25 | |
| InvestOps | Orlando, FL | 11-Mar-24 | 13-Mar-24 | 110 | ||
| FinovateEurope | London | 27-Feb-24 | 28-Feb-24 | 1,000 | 150 | |
| T3 Technology Conference | Las Vegas | 22-Jan-24 | 25-Jan-24 | 95 |
Source: FintechLabs, 2 Dec. 2024
Our other financial services technology calendars:
- Fintech conferences, events and trade shows
- Payments & Card industry conferences, events and tradeshows
- Fintech Service Provider User conferences, events and meetups
- Insurtech conferences, events and tradeshows
- Banking, Mortgage, Lending & BankTech conferences, events and tradeshows
- Investment Advisor Technology conferences, events and tradeshows
- Artificial Intelligence (AI) in Financial Services conferences, events and tradeshows
- Lending, mortgage & lendtech conferences, events and tradeshows
- Proptech & Real Estate Technology conferences, events and tradeshows
- Marketing in Fintech, Banking & Financial Services conferences, events and tradeshows
- Regtech conferences for financial institutions & fintech
- IT and Developer conferences for financial institutions & fintech
- Financial services & fintech award shows
- Credit Union conferences, events, and tradeshows
> Please contact us to add your event to the calendar.
Note: FintechLabs curates the financial technology event list based on our 20+ years in the business. Some events pay referral or listing fees, which could impact positioning.
