Wealth/Stack is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa

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.

Mergers, acquisition and succession planning: what you need to know to succeed

See speakers from Lake Avenue Financial, Evercore, Oak Street Funding, FP Transitions and RIA Oasis. 

Why Wealth/Stack?

Wealth/Stack has been created to address current technological disruption in the industry. Giving advisors much-needed insight to be able to future-proof their business and thrive.

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.  

View the latest agenda
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.

See who attends
Taking to the stage

Hear from 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.

Meet the latest speakers
Work hard, play hard

Wealth/Stack provides a platform to reconnect with peers and forge new relationships.

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.

Find out more
Stack Stadium

The Stack Stadium will showcase 10 of the most innovative and forward thinking advisor solutions in a purpose built amphitheatre. Taking demos to the next level. 

These fast-paced, informative sessions are a must attend. To find out more about getting involved, get in touch today. 


Discover more
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.

Find out more

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

Why join us in Arizona?


Still unsure about attending? Watch this short clip to get an idea of what Wealth/Stack is about and why you need to join us in Arizona this September. 

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.

Get the latest event updates

Sign up to get the latest event updates and information.

Diamond Sponsors

Platinum Sponsor

Lead Media Partner