Below is our curated list of the best global investment advisor tech events, conferences and tradeshows 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, 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. 

Event Spotlight

 

10 – 12 June 2025 | The Boca Raton Resort, Boca Raton, FL

Investment strategies, productivity and growth for advisors

 

[ 1,500 attendees | 750 advisors | 70% of advisors managing assets over $500 million | $17T total managed assets | 22,000+ meetings ]

Book Now

 


Investing, Wealth & Advisor Technology Conference Calendar 2024

Event Location Start End Attendees* Speakers* Founded
Global Wealthtech Summit London 6-Nov-24 6-Nov-24 600 100 2018
FinovateEurope London 25-Feb-25 26-Feb-25 1,000 150 2011
FinovateSpring San Diego 7-May-25 9-May-25 1,100 150 2008
WealthStack Boca Raton, FL 10-June-25 12-June-25 2,000 200 2019
             
Previous Events (last 12 months)            
T3 Technology Summit New Orleans 29-Sep-24 1-Oct-24 1,000 100 2006
FutureProof Festival Huntington Beach, CA 15-Sep-24 18-Sep-24 3000    
SIFMA’s Operations Conference San Diego, CA 15-Sep-24 18-Sep-24     1973
FinovateFall NYC 9-Sep-24 11-Sep-24 2,000 150 2007
FinovateSpring San Francisco 21-May-24 23-May-24 1,200 150  
WealthStack Hollywood, FL 13-May-24 16-May-24 2,000    
FutureProof Retreat Colorado Springs 24-Mar-24 27-Mar-24 500    
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      

Source: FintechLabs, 1 Oct. 2024


Our other financial services technology calendars:

> 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.