As the year winds down, it’s time to start looking ahead to 2026. To assist your planning, below is our curated list of the best global investment advisor tech events, conferences and tradeshows. 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 2026
<< Contact us to highlight your event
| Event | Location | Start | Attendees* | Speakers* | Founded |
| Spotlight Event | |||||
| CDAO Financial Services
|
NYC | Feb 18-19 | 250 | 50 | 2014 |
| 2026 Events | |||||
| InvestOps | Orlando, FL | Mar 9-11 | 110 | ||
| T3 Technology Conference | Dallas, TX | Mar 9-12 | 95 | ||
| Digital Integration in Wealth Management | London | Mar 17-18 | 250 | 25 | |
| SIFMA’s Operations Conference | Marco Is, FL | May 11-14 | 1973 | ||
| Global Wealthtech Summit | London | TBD | 600 | 100 | 2018 |
| Previous Events (2025) | |||||
| Global Wealthtech Summit | London | 4 Nov | 600 | 100 | 2018 |
| FinovateSpring | San Diego | 7-9 May | 1,100 | 150 | 2008 |
| SIFMA’s Operations Conference | San Diego, CA | 5-8 May | 1973 | ||
| 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 |
Source: FintechLabs, 4 Dec 2025
More financial & technology events and tradeshows:
- Fintech conferences, events and trade shows
- Payments & Card industry conferences, events and tradeshows
- Crypto, DeFi & Blockchain conferences, events and tradeshows
- Fintech Service Provider User conferences, events and meetups
- Cybersecurity conferences, events and tradeshows
- 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
- Ecommerce conferences, events and tradeshows
- Accounting conferences, events and tradeshows
> Please contact us to list your event
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.
