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

FinovateEurope

Tech meets finance in London Save 10% with discount code: FKV2477LABS

    40+ demos | 100+ speakers | 1,000+ attendees (500 from financial institutions)  

Come for the wall-to-wall innovations, return with actionable product plans

27-28 Feb 2024 | Intercontinental O2| London

Book Now


If we are missing anything, please drop us a note.

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Investing & Advisor Technology Conference Calendar 2024

Event Location Start End Attendees* Speakers*
FinovateEurope London 27-Feb-24 28-Feb-24 1,000 150
InvestOps Orlando, FL 11-Mar-24 13-Mar-24   110
Digital Integration in Wealth Management London 19-Mar-24 20-Mar-24 250 25
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  
           
Past events          
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    
InvestOps Orlando, FL 27-Mar-23 29-Mar-23 750 100
FinovateEurope London 14-Mar-23 15-Mar-23    
Digital Integration in Wealth Managment London 21-Feb-23 22-Feb-23    

Source: FintechLabs, 24 Jan 2024