Welcome to Q2 all you advisor technology conference fans! It’s a busy time of year with a full slate of conferences and early-bird discounts still available. And you won’t have to pay list prices if you play your cards right. Big-company attendees are highly valued, so there is ample room to negotiate.

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.

Investing, Wealth & Advisor Technology Conference Calendar 2025

Event Location Start Attendees* Speakers* Founded
SIFMA’s Operations Conference San Diego, CA 5-8 May 1973
FinovateSpring San Diego 7-9 May 1,100 150 2008
FutureProof Retreat Colorado Springs 12-14 May 500
WealthStack Boca Raton, FL 10-12 June 2,000 200 2019
FutureProof Festival Huntington Beach, CA 7-10 Sep 3000
FinovateFall NYC 8-10 Sep 2,000 150 2007
Global Wealthtech Summit London 4 Nov 600 100 2018
Previous Events (2024)
Digital Integration in Wealth Management London 19-20 Mar 250 25
InvestOps Orlando, FL 10-12 Mar 110
T3 Technology Conference Dallas, TX 3-Mar-25 95
FinovateEurope London 25-Feb-25 1,000 150 2011
Global Wealthtech Summit London 6-Nov-24 600 100 2018
T3 Technology Summit New Orleans 29-Sep-24 1,000 100 2006
FutureProof Festival Huntington Beach, CA 15-Sep-24 3000
SIFMA’s Operations Conference San Diego, CA 15-Sep-24 1973
FinovateFall NYC 9-Sep-24 2,000 150 2007
FinovateSpring San Francisco 21-May-24 1,200 150
WealthStack Hollywood, FL 13-May-24 2,000

Source: FintechLabs, 28 March 2025

More financial & technology events and tradeshows:

> Please contact us if we are missing anything or if you would like to see your event listed.

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.