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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.

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.

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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. 

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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.

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The numbers that matter

Financial advisors and planners, RIAs and independent B/D advisors
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.

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