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 at the time of publication, but always check event websites for any changes. If you are looking at attending any wealthtech/investech event this year, the sooner you commit, the lower the ticket price. Booking even 3 months in advance can often save $500 to $1,000 per ticket. 

Event Spotlight

Fintech’s premier meeting place for decision-makers

Save 10% with discount code: FKV2474LABS

60+ demos | 120+ speakers | 2,000+ attendees (1,000+ from banks and investors)   Connect with senior executives who can take your business to the next level

Sep 9-11, 2024 | Marriott Marquis | NYC

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Our other event calendars:

> Please contact us if we are missing anything or if you would like to see your event listed.

Investing, Wealth & Advisor Technology Conference Calendar 2024

Event Location Start End Attendees* Speakers*
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  
Global Wealthtech Summit London 6-Nov-24 6-Nov-24 600  
Previous Events (last 12 months)          
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    
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  

Source: FintechLabs, 25 June 2024