Sponsor a Conference Designed and Run By WealthTech Decision Makers

For six years, F2 Strategy has built a confidential peer group of national tech and operations executives. The WealthTech Executive Forum’s mission is to establish a network for collaboration, shared practices and insights focused on tech strategy. At the members’ request, F2 Strategy has initiated an all-group conference November 6-8.

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. 

Sponsorship Opportunities

Interact with 110+ key decision-makers at mid to enterprise-level wealth firms in an intimate environment focused on solving modern industry challenges with pressure-tested technology solutions.

Diamond Sponsorship

Dinner: $35,000 (1 available)

Sponsor one full dinner with show & tell branding & networking.

  • Access to F2 Strategy research
  • Branding on event website
  • Onsite signage featuring your brand’s logo
  • Four complimentary passes to the event
  • Early access to attendee list

Welcome Cocktails & Bites: $45,000 (Committed)

Sponsor a two hour cocktail event with show & tell branding & networking plus a 50-minute general session, main stage speaking spot. The F2 team will pair you up with 1-4 attendees who currently use your product (or clients of your choice), so they can speak to the value of your technology and show key decision-makers in the audience how the tool is used.

  • Access to F2 Strategy research
  • Branding on event website
  • Onsite signage featuring your brand’s logo
  • Four complimentary passes to the event
  • Early access to attendee list

Platinum Sponsorships

$35,000/each (Fully Committed)

50-minute general session, main stage speaking spot. The F2 team will pair you up with 1-4 attendees who currently use your product (or clients of your choice), so they can speak to the value of your technology and show key decision-makers in the audience how the tool is used.

  • Access to F2 Strategy research
  • Branding on event website
  • Onsite signage featuring your brand’s logo
  • Three complimentary passes to the event
  • Early access to attendee list

Gold Sponsorships

$25,000/each (Fully Committed)

40-minute breakout session speaking spot. The F2 team will pair you up with 1-4 attendees who currently use your product, so they can speak to the value of your technology and show the audience how the tool is used.

  • Access to F2 Strategy research
  • Branding on event website
  • Onsite signage featuring your brand’s logo
  • Two complimentary pass to the event
  • Early access to attendee list

Silver Sponsorships

$3,500/each (2 Available)

50-minute branded breakfast or lunch.

  • Access to F2 Strategy research
  • Branding on event website
  • Onsite signage featuring your brand’s logo
  • One complimentary pass to the event
  • Early access to attendee list

Your WealthTech Executive Forum Community

61
T

In AUM Represented

110
+

Tech Decision-makers

100
%

C-Suite Attendees

6
+

Years of Research Backed Data

A Message from Doug Fritz

The forum represents the unique chance for vendors and service providers to interact with the industry's top decision makers in a confidential and collaborative environment. Our group has convened regularly over the last six years to collectively effect a faster pace of change and share best practices. There is no equal opportunity for vendors to hear from and engage directly with these executives today in the market.

Our Growing List of 2024 Sponsors

Have Questions?

Email our event manager, Stephanie Heishman.