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September 2020
Venue TBC,

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.

Get ahead of the game: sponsor 2020

Get in touch with Matt Middleton today to enquire about sponsorship opportunities for 2020 and align your brand with this sell-out event. Call +1 646 262 0540 or email mmiddleton@insideetfs.com.

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 2019 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 2019 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 and join the onsite networking events taking place each evening.

Find out more
Stack Stadium

The Stack Stadium showcases 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 feature of the event. 


Discover more
Partner with us

Want to get closer to the action in 2020 and take a more leading role? 

Find out about available sponsorship opportunities to showcase your brand, take thought-leadership positions or host your own networking event and maximise your time. 

Discover 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

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.

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