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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.

Session highlight: The New Influencers: Building Your Advisor Brand on Social Media

Panelists include: Douglas Boneparth, Bone Fide Wealth, Nina O'Neal, Archer Investment Management, Tyrone Ross Jr, Noble Bridge Wealth Management, Justin Castelli, RLS Wealth Management. 

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 should 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 the who’s who of the investment industry.

Taking the stage

Wealth/Stack was launched as platform to bridge 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.

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 and will be scheduled throughout the course of the conference. Find out more about the application process.

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.

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.

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.

Silver Sponsors

Lead Media Partner