Below is our curated list of the best global investment advisor tech events, conferences and trade shows for 2024. 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 at the time of publication, but always check event websites for any changes. If you are looking at attending any insurance innovation events this year, the sooner you commit, the lower the ticket price. Booking 6 months in advance can often save $500 to $1,000 per ticket.
Event Spotlight
If we are missing anything, please drop us a note.
Our other calendars:
- Fintech conferences, events and trade shows
- Artificial Intelligence (AI) in Financial Services conferences, events and tradeshowsPayments & Card industry conferences, events and tradeshows
- Marketing in Fintech, Banking & Financial Services conferences, events and tradeshows
- Insurtech conferences, events and trade shows
- Payments & Card Industry conferences, events and trade shows
- Banking, Mortgage & BankTech conferences, events and tradeshows
- Proptech & Real Estate Technology conferences, events and tradeshows
Investing & Advisor Technology Conference Calendar 2024
| Event | Location | Start | End | Attendees* | Speakers* |
WealthStack |
Hollywood, FL | 13-May-24 | 16-May-24 | 2,000 | |
FinovateSpring |
San Francisco | 21-May-24 | 23-May-24 | 1,200 | 150 |
| FutureProof Retreat | Colorado Springs | 24-Mar-24 | 27-Mar-24 | 500 | |
FinovateFall |
NYC | 9-Sep-24 | 11-Sep-24 | 2,000 | 150 |
| SIFMA’s Operations Conference | San Diego, CA | 15-Sep-24 | 18-Sep-24 | ||
| FutureProof Festival | Huntington Beach, CA | 15-Sep-24 | 18-Sep-24 | 3000 | |
| Previous Events (last 12 months) | |||||
| 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 | |
| RIA Summit by InvestmentNews | NYC | 14-Nov-23 | 15-Nov-23 | ||
| T3 Technology Summit | Ft Worth, TX | 23-Oct-23 | 25-Oct-23 | ||
| FinovateFall | NYC | 11-Sep-23 | 13-Sep-23 | ||
| FutureProof | Huntington Beach, CA | 10-Sep-23 | 13-Sep-23 | ||
| Invest by FinancialPlanning | NYC | 12-Jun-23 | 13-Jun-23 | 300 | |
| FinovateSpring | San Francisco | 23-May-23 | 25-May-23 | ||
| WealthStack | Hollywood, FL | 21-May-23 | 24-May-23 | ||
| SIFMA’s Operations Conference | Orlando, FL | 15-May-23 | 18-May-23 |
Source: FintechLabs, 3 April 2024
