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 drop me a note.
Our other calendars:
- Fintech conferences, events and trade shows
- Insurtech conferences, events and trade shows
- Payments & Card Industry conferences, events and trade shows
- Banking, Mortgage & BankTech conferences, events and tradeshows
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
