Welcome to summer all you advisor technology conference fans! It’s been a busy few months, but now it’s quiet until the fall events.

To help your 2025 and 2026 planning, below is our curated list of the best 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 2025

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Event Location Start Attendees* Speakers* Founded
FutureProof Festival Huntington Beach, CA 7-10 Sep 3000
FinovateFall NYC 8-10 Sep 2,000 150 2007
Global Wealthtech Summit London 4 Nov 600 100 2018
Previous Events (2024)
WealthStack Boca Raton, FL 10-12 June 2,000 200 2019
FutureProof Retreat Colorado Springs 12-14 May 500
FinovateSpring San Diego 7-9 May 1,100 150 2008
SIFMA’s Operations Conference San Diego, CA 5-8 May 1973
Digital Integration in Wealth Management London 19-20 Mar 250 25
InvestOps Orlando, FL 10-12 Mar 110
T3 Technology Conference Dallas, TX 3-Mar-25 95
FinovateEurope London 25-Feb-25 1,000 150 2011
Global Wealthtech Summit London 6-Nov-24 600 100 2018
T3 Technology Summit New Orleans 29-Sep-24 1,000 100 2006
FutureProof Festival Huntington Beach, CA 15-Sep-24 3000
SIFMA’s Operations Conference San Diego, CA 15-Sep-24 1973
FinovateFall NYC 9-Sep-24 2,000 150 2007

Source: FintechLabs, 26 June 2025

More financial & technology events and tradeshows:

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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.