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For Detail contact:

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May  17th 2023 Toronto - In Person

Where IT & Technology meets Wealth Management

Get Ready for an immersive Networking experience

Connecting technology, practice management, operations and IT ideas to enhance your wealth management techniques & Strategies.

Network & Connect

Join leading financial advisors, RIA decision-makers and wealthtech innovators and influencers. Attending the conference is an outstanding means of forging new professional contacts in the industry, and generating opportunities to build strong relations and strategic partnerships.

Get Inspired with latest Trends

Keep up-dated with the latest trends in the industry, and learn how to use the latest trends in your institution, and directly translate that experience into improved decision making and performance.

Presentations & Panel Discussions

Presentations from Industry leaders on latest technology and Panel Discussions and Breakout sessions which you’ll unite with some of Worlds best minds to explore solutions to some of the Wealth Management sector’s most pressing challenges, opportunities, and myths

Who are we


Sponsorship Opportunities

Depending on your regions of interest and target audience, you will be able to

  • Increase brand visibility – Makes your brand visible to a greater number of participants during the event since the virtual space is infinite.

  • Unlock innovation – Provides you with innovative opportunities to deliver more effective experiences to potential customers.

  • Enhance brand interaction – Enables our audience to easily maneuver within the digital space which is advocating social interaction and collaboration.

  • Attain valuable lead data – Allows you to keep track of what attendees are viewing and interested in, leading to additional revenue opportunities.

For Details please contact : Soumya Pattnaik email :

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Public Speaker

Agenda 2023 

 Timings : 12 pm to 8 pm Eastern Time

Wealth IT conference will provide you with extensive opportunities to connect with fellow industry experts and experiences which include:

  • In person Meetings: giving IT experts the chance to enjoy “face-to-face” meetings with fellow experts from across North America  and Global market.

  • Panel Discussions and Breakout sessions : you’ll unite with some of the worlds best minds to explore solutions to some of the sector’s most pressing challenges, opportunities, and myths;

  • Networking breaks, which ensure that a catch-up or collaboration-catalyzing conversation with fellow delegates is only ever a click away.

  • Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more!  

  • Peer to peer exchanges and networking with a future-minded wealth tech community

  • Experience emerging and new developments with established tech solutions first-hand

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