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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.

An unmissable line up of innovators taking to the stage...

Join us in Arizona and hear from Steve Lockshin, AdvicePeriod, Nina O'Neal, Archer Investment Management, Shirl Penney, Dynasty Financial Partners, Allison Schrager, LifeCycle Finance Partners and more...

Why Wealth/Stack?

Embrace tech. Optimize your portfolio.

Technology has driven disruption across every touchpoint of the investment world, so it was only a matter of time before it changed the advisory space.

This two-day event will demonstrate how to embrace new tech to increase asset management capabilities and optimize portfolios.

Who’s going?

Wealth/Stack is aimed at future-minded investors looking to tech solutions to help run their businesses more efficiently. 

Advisors, portfolio managers, heads of research and analysts should join us in Scottsdale, Arizona for two 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.

Who will you hear from?

Wealth/Stack is the first of its kind, launched to bring together the largest asset managers in the world with the ultimate aim of inspiring independence and creativity.

Come to Arizona to hear from the most interesting minds in finance, technology, investing, sports and more. Discover what makes them tick, why they have been so successful and where they see the next big opportunity.


Investment management

Asset management is evolving, independence is becoming increasingly possible and future-minded advisors are looking for ways to run their businesses more efficiently. 


Technology is disruptive but it also has the power to transform. 

What tech is out there currently, who is using it with success and what should we be looking to adopt further down the road? 

Practice management

The ultimate goal is achieving portfolio optimization. 

Enable more time to understand the client and their needs and less time on the processes that should be running quietly in the background

Wealth/Stack Launch at Inside ETFs

We're proud to be partnering with Ritholtz Wealth Management on the launch of Wealth/Stack. We caught up with Barry Ritholtz, Chairman and CIO, to find out why the launch 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