Welcome to the conference New Year, which typically starts in mid-February, goes strong through May and roars back to life in September for 2 months. We’ve always viewed conferences as a vital part of the business innovation process, the serendipity to see new ideas and think outside the box.

But how do you decide which ones to attend? To help you make good choices, start by reviewing our curated list of global investment advisor tech events, conferences and tradeshows. 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.

Investing, Wealth & Advisor Technology Conference Calendar 2026

<< Contact us to highlight your event

Event Location Start Attendees* Speakers* Founded
FinovateSpring San Diego May 5-7 1,100 150 2008
SIFMA’s Operations Conference Marco Is, FL May 11-14 1973
Global Wealthtech Summit London Nov 4 600 100 2018
Previous Events (last 12 months)
Digital Integration in Wealth Management London Mar 17-18 250 25
T3 Technology Conference Dallas, TX Mar 9-12 95
InvestOps Orlando, FL Mar 9-11 110
FinovateSpring San Diego May 7-9 1,100 150 2008
SIFMA’s Operations Conference San Diego, CA May 5-8 1973

Source: FintechLabs, 6 April 2026

More financial & technology events and tradeshows:

> Please contact us to list your event

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.