November 6-8, 2024

You’re Invited to the WealthTech Executive Summit

Register to Attend

Join the Industry’s Top Technology Decision Makers

The WealthTech Executive Summit is the annual conference for the WealthTech Executive Forum, an invite-only, peer-to-peer community that has members representing 110+ of the top C & E-level wealth technology decision makers and firms in our industry.

Just like the Forum, this conference will be unique and built to serve the needs of our members and maximize their time together. Similarly, this will be an invite-only event with some critical differences from other conferences: No press. No publicity. No demo booths. What we will provide is an opportunity for sponsors, in partnership with their wealth CTO/COO partners, to share the stories, lessons and successes of projects together. In addition, sponsors will have an opportunity to engage with over 150 wealth technology executives on product strategy and emerging needs.

Network with peers and top-level tech providers to solve challenges specific to your firm

Access proprietary data, exclusive information-sharing, and confidential research

Drive critical decision-making and the next phase of growth for your business

Your WealthTech Executive Forum Community


In AUM Represented


Tech Decision-makers


C-Suite Attendees


Years of Research Backed Data


Pure Financial


BNY Wealth


Steele Captial

Wilmington Trust

AllianceBernstein LP

Goldman Sachs Group, Inc.

Brown Brothers Harriman & Co.

Northern Trust Company

Callan Family Office


Hall Capital Partners



Wells Fargo

Dynasty Financial

Cape Cod 5

Baker Street Advisors

M&T Bank

MAI Capital Management


Buckingham Wealth Partners

Advisors Excel

Capital Group Companies

Fulton Financial Advisors

Hall Capital Partners, LLC

Wealthspire Advisors

Snowden Capital Advisors

Bci Securities

Bluespring Wealth Partners

DFPG Investments

BOK Financial

Linscomb & Williams

Crestone Capital

High Tower Advisors

Trilogy Financial

Parallel Advisors

Emigrant Partners



Glenmede Trust

The Colony Group

First Clearing

SageView Advisory Group

MissionSquare Retirement

Trilogy Financial Services

Merit FA

Connecticut Wealth Management

The Family Office at Synovus

LVW Advisors

The Family Office at Synovus




Shufro Rose

A Note from Liz & Doug

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Secure Your Spot!

This event will operate similar to our other in-person events. The event will be free, but attendees will be responsible for their flight and hotel accommodations.

Register to Attend

Our Growing List of 2024 Sponsors


What makes the WealthTech Executive Summit unique from other industry conferences?

This is an invite-only event with some critical differences from other conferences: No press. No marketing. No demo booths. What we will provide is an opportunity for sponsors, in partnership with their wealth clients, to share real stories, lessons and successes of projects together.

Who attends the WealthTech Executive Summit?

Our Summit is invite only and attended by WealthTech Executive Forum members, who represent 110+ of the top c-suite technology decision makers in our industry and sponsors from hand-selected Fintech providers.

Is networking time prioritized at the event?

Yes. We created this Summit because we felt normal conferences didn’t connect us with the folks who we wanted to meet. Our agenda will allow for intentional networking opportunities throughout.

Where is the Summit being held this year?

The Summit is being held at the beautiful Phoenician resort in Scottsdale, AZ.

How do you register as an attendees for the Summit?

It is simple. Fill out the registration form form here.

How do you register as a sponsor for the Summit?

Please visit our sponsorship page.

How do you book your hotel?

Reserve your hotel under the F2 Strategy WealthTech Executive Summit room block here.

This event is exclusive to members of the WealthTech Executive Forum and sponsors. If you're interested in membership or sponsorship, please contact Stephanie Heishman.