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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.

The Breakfast Workshop: The Battle of the ETF Pundits

Panelists include: Eric Balchunas, Bloomberg Intelligence, Ben Johnson, Morningstar, Tom Lydon, ETFTrends.com, Dave Nadig, ETF.com, Todd Rosenbluth, CFRA. 

Why Wealth/Stack?

Embrace tech. Optimize your portfolio.

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

This two and a half day event will demonstrate how to embrace new tech to increase asset management capabilities and optimize portfolios. Bridging 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 and better serve their clients. 

Financial advisors and planners, RIAs and independent B/D advisors will join us in Scottsdale, Arizona for two and a half days of high-powered networking, future-focused content, live demos and the opportunity to rub shoulders with over 600 members of the investment industry.

Taking to the stage

Wealth/Stack was launched as platform to bring together the leading minds in financial advice. Taking to the stage will be the largest and most innovative advisors, financial technology companies as well as some of the leading investment minds in the world.

Come to Arizona to hear speakers from companies such as Creative Planning, Carson Group, Edelman Financial Engines, United Capital, AdvicePeriod, Orion, Dynasty Financial, and more.

Work hard, play hard

Wealth/Stack will provide attendees with the right setting to reconnect with peers and form new and lasting connections to drive your business forward.

Join us for our Sunday night tailgate themed party as we watch the Patriots and Steelers battle head-to-head in prime time.

The can’t miss Monday night cocktail reception will feature great food, amazing cocktails and the perfect atmosphere to relax and unwind as you take in the beautiful Arizona sunset, ensuring you make the most out of every moment with us.

Stack Stadium

Wealth/Stack will feature 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.

Demos will take place within our Stack Stadium, giving delegates the opportunity to see the latest tech first-hand.  

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