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September 8 - 10, 2019
The Scottsdale Plaza Resort,
Scottsdale, Arizona

Investing + tech = The future of advice

By advisors. For advisors.

The first event of its kind. Bridging the gap between technology, investment management and practice management.

Animal Spirits Live at Wealth/Stack

Michael Batnick and Ben Carlson will bring the Animal Spirits podcast to Wealth/Stack, closing the conference with a live show! 

Why Wealth/Stack?

Embrace tech. Optimize your portfolio.

Technology has disrupted every touch point of the investment world. It was only a matter of time before it changed the advisory space.

Embrace new tech to increase asset management capabilities and optimize portfolios and bridge the gap between investment management, technology and practice management.  

Who’s going?

Wealth/Stack is aimed at future-minded financial advisors looking at technology solutions to help run their businesses more efficiently. 

Join over 600 financial advisors and planners, RIAs and independent B/D advisors for high-powered networking, future-focused content and live demos.

Taking to the stage

Wealth/Stack will bring together the largest and most innovative advisors, financial technology companies as well as some of the leading investment minds in the world.

Including speakers from Creative Planning, Carson Group, Edelman Financial Engines, United Capital, AdvicePeriod, Orion, Dynasty Financial, and more.

Work hard, play hard

Wealth/Stack provides the platform to reconnect with peers and form new and lasting connections.

Network ahead of time and message other delegates through the Brella matchmaking app. Join us for Sunday night's tailgate party as well as the Monday night cocktail reception.

Stack Stadium

See demos from some of the most innovative fintech companies building solutions in the areas of direct indexing, financial planning, automated portfolio management, customer relationship management and more.

Taking place in the purpose-built amphitheater, the Stack Stadium.  

Get noticed

Leverage Wealth/Stack to place your company at the heart of financial advice and technology.

Countless brand awareness, speaking, and networking opportunities are available. Contact us about sponsorship now.

The numbers that matter

600+
Attendees
500+
Financial advisors and planners, RIAs and independent B/D advisors
75+
Future-thinking experts on the speaker panel

The Launch of Wealth/Stack


We're proud to be partnering with Ritholtz Wealth Management to bring Wealth/Stack to life. 

We caught up with Barry Ritholtz, Chairman and CIO, to find out why the event is so exciting and who should be there. 

Stand out from the crowd


Be part of Wealth/Stack. 

Speak to us today to find out about opportunities to get ahead of the competition and align your brand with the most exciting launch event in the investment landscape today. 

For sponsorship opportunities, please contact Matt Middleton at +1 646 262 0540 or email mmiddleton@insideetfs.com.

Diamond Sponsors

Lead Media Partner