Below is our curated list of the best global investment advisor tech events, conferences and trade shows in 2023. 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 along with upstart investech and fintech firms.

For the most part, investment technology event planners are organizing in-person gatherings, often with a virtual option. Event details, dates and prices are up-to-date at the time of publication but always check here for the latest. We expect the calendar to expand as we progress through the year. And prices tend to rise as the event draws closer.

If we are missing anything, please dropĀ me a note.

Our other calendars:

Investing & Advisor Technology Conference Calendar

Event Location Start End
SIFMA’s Operations Conference Orlando, FL 15-May-23 18-May-23
WealthStack Hollywood, FL 21-May-23 24-May-23
FinovateSpring San Francisco 23-May-23 25-May-23
Invest by FinancialPlanning NYC 12-Jun-23 13-Jun-23
FutureProof Huntington Beach, CA 10-Sep-23 13-Sep-23
FinovateFall NYC 11-Sep-23 13-Sep-23
T3 Technology Summit Ft Worth, TX 23-Oct-23 25-Oct-23
RIA Summit by InvestmentNews NYC 14-Nov-23 15-Nov-23
T3 Technology Conference Las Vegas 22-Jan-24 26-Jan-24
Past events
InvestOps Orlando, FL 27-Mar-23 29-Mar-23
FinovateEurope London 14-Mar-23 15-Mar-23
Digital Integration in Wealth Management London 21-Feb-23 22-Feb-23

Source: FintechLabs, 2 May 2023