Examining the agenda and programs of the top wealthtech conferences this year and the common theme is obvious: artificial intelligence.
Advisors and broker-dealers have long moved past the question of whether AI will impact the industry. Rather, the question is how. Can the technology help drive real organic growth and lead generation? Or is AI best suited for more modest functions like client communications and note taking? Is AI the greatest productivity tool the industry has ever experienced? Or will AI replace human advisors?
Every year, WSR takes a closer look at the top industry conferences in our series of Guides to Industry Conferences. We distill key information including the location and dates, who is expected to attend, what will be covered at each conference, what attendees can look forward to and ticket prices. This first installment of the series for 2026 distills what you need to know about wealthtech conferences.
Orion Ascent
Nearly 2,000 people and 100 exhibitors and sponsors are expected to attend the Orion Ascent conference at the Mariott Marquis Feb. 24-27 in San Diego. This year’s theme is “Relentless,” and the event, which is attended by RIAs, dually registered firms, broker-dealers, advisors, asset managers and fintech providers, will provide opportunities for connections and community building, wealthtech demos and a growth focus.
Main stage speakers include Orion CEO Natalie Wolfsen; Tim Grover, formerly the performance coach to Michael Jordan and Kobe Bryant; Molly Bloom, author, entrepreneur and former U.S. Ski Team member; Orion’s Chief Investment Officer Tim Holland and Chief Behavioral Officer Daniel Crosby; and Todd Schenker, President of Prestige Economics. The agenda includes a broad range of topics on technology, growth and advice, with 10 tracks tailored according to the needs of attendees.
Registration is available through Feb. 24 for $1,399, and pre-conference workshops cost $299. Sponsors include Main Management, Towes Asset Management, BlackRock and Clark Capital.
T3 Technology Conference
The T3 Technology Conference’s theme this year is “From Noise to Knowledge: The FinTech Playbook for 2026 and Beyond,” representing the conference’s goal to help advisors find technologies that work for them among the plethora of available options. The 2025 conference had over 1,000 attendees. This year, the conference will be held at the Hyatt Regency in New Orleans on March 9-12.
The conference will feature the debut of AI University, an all-day session devoted to practical, hands-on demonstrations and applications of AI technology to advisor practices, including real-world case studies and opportunities for attendees create AI-enabled tools and workflows to bring back to their offices.
“AI is no longer optional for advisory firms – it’s foundational,” said Joel Bruckenstein, President of Technology Tools for Today, the organization that hosts the conference. “With AI University, T3 reframes artificial intelligence not as a shiny add-on, but as a core driver of modern advisory business models.”
Beyond AI University, the conference features speakers including James Dean, Global Generative AI GTM Specialist at Google; Reed Colley, President of Technology at Orion; Parker Ence, CEO and Co-Founder of Jump; and Larry Roth, Founder and Managing Partner of Ascentix Partners, and WSR’s CEO.
General attendance costs $1,150. For those not attending the main conference, the AI University separately costs $499. Sponsors include AdvsorEngine, Disptch, Syntax and Smartleaf.
WealthStack
At the WealthStack conference June 9-11 at The Boca Raton Resort in Boca Raton, Florida, attendees will learn advanced lead generation tactics, organic growth strategies, crafting effective client experiences and practical uses of AI. WealthStack is the technology section of Informa Connect’s Wealth Management EDGE conference, which is expected to draw 2,000 attendees, including 1,000 advisors, representing over $17 trillion in managed assets.
Speakers include Tom Fields, Founder and CEO of Fynancial; Arnulf Hsu, CEO and Founder of GReminders; Jud Mackrill, CEO and Co-Founder of Milemarker; Vennela Miryala, Co-Founder and Chief Product Officer of Mili AI; and Tu Nguyen, Head of AI and Solutions Architecture at Osaic.
The event will also feature LaunchPad Labs, which spotlights early-stage startups; WealthStack Demos of the latest technologies and innovations; and Tech Tours, guiding small groups of 10 to 15 people to a curated group of vendors.
Sponsors of the broader EDGE event include Goldman Sachs, Krane Shares, SEI, Allspring Global Investments, Cetera and Wealthspire.
Tickets are free for advisors, financial planners and asset owners; $1,299 for startups; and $2,699 for product and service providers.
Future Proof
The Future Proof Festival in Huntington Beach, California, is expected to attract more than 5,000 people Sept. 14-17. Attendees include an expected 3,000 advisors and professionals representing $20 trillion in assets under management (AUM). It’s sister conference, Citywide, will be at Miami Beach, Florida, March 8-11, and expects to draw over 4,000 attendees.
This year’s Citywide will focus on the themes of investing, building, growing and living with AI.
One of Future Proof’s unique features is “Breakthru,” in which it organizes thousands of 15-minute one-to-one meetings. This year organizers expect over 50,000 individual meetings for the Festival and over 30,000 for Citywide. To take part, participants fill in a profile, are matched by algorithm and approve each proposed meeting before it begins.
Last year’s speakers for the Festival included Josh Brown, CEO of Ritholtz Wealth Management; Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy; and Kay Linn Mayhue, President of Merit Financial Advisors. Citywide’s 2025 speakers included Brown; Michael Saylor, Executive Chairman of Strategy; Shannon Spotswood, CEO of RFG Advisory; and Joe Duran, Managing Partner of Rise Growth Partners. Festival sponsors in 2025 included Capital Group, Vanguard, Morningstar, Altruist, Goldman Sachs, Invesco, and Fidelity. Citywide 2026 sponsors include Vanguard, State Street, Carlysle, Knightrider Capital and BNY.
While prices have not yet been announced for the Festival, Citywide tickets cost $695 for advisory firms over $50 million in assets and $300 for firms under that level, while general attendee tickets cost $3,300 and startups $1,800.
Fearless Investing Summit
Over 1,000 people are expected to attend Nitrogen’s Fearless Investing Summit at the Hyatt Regency Denver Feb. 18-20 in person, with over 1,500 expected online. The event is designed to attract firm executives, home office leaders, solo practitioners and other financial professionals.
The agenda includes sessions on how advisors can improve their emotional intelligence (EQ), how advisors can explain risk to clients and multiple AI-centric sessions, including a debate over whether AI is going to replace advisors or will be the “greatest productivity tool in advisory history.”
Among the speakers are Dan Zitting, CEO of Nitrogen; Craig Iskowitz, Founder and CEO of Ezra Group; Julie Johnson, CEO of XY COMMUNICATION; and Ron Bullis, CEO of LifeWorks Advisors.
Sponsors include Betterment, State Street, Fidelity Investments, Flourish, The Pinnacle Group and YCharts.
Tickets cost $649 for advisors, $600 each in an advisory firm package, service providers at $889 and general admission at $1,050.
Envestnet Elevate
Over 2,000 financial advisors, RIAs, broker-dealers, fintech innovators and asset managers are expected to attend the Envestnet Elevate conference May 19-20 at the Phoenix Convention Center.
Among topics the breakout sessions will cover include achieving scale, efficiency and growth through Unified Managed Account technology, winning high-net-worth clients and developing growth strategies.
Speakers include Chris Todd, CEO of Envestnet; Dana D’Auria, Co-Chief Investment Officer, Envestnet; and Andrew Stavaridis, Chief Relationship Officer, Envestnet. Sponsors include BlackRock, Fidelity Investments, Franklin Tempelton and State Street Global Advisors.
Registration is free. The conference will provide 6 hours of CIMA and CFP continuing education credit.
Thomas Lee, Senior Editor and Staff Writer at Wealth Solutions Report, can be reached at thomas.lee@wealthsolutionsreport.com.
