Global WealthTech Summit 2025

To revolutionise wealth management attend The Global WealthTech Summit 2025 on 18th March 2025 in New York City. This event is the leading gathering of innovators and decision-makers in private banking, wealth, and asset management across the United States. The summit fosters meaningful interactions to accelerate digital wealth management and investment technology innovation with a unique 2:1 buyer-seller ratio and over 300 WealthTech buyers. Organized By FinTech Global is the world's leading supplier of B2B media products, FinTech information, and industry events. Why Attend? Network with senior executives from wealth, asset management, private banking, and financial advisory. Discover leading-edge WealthTech solutions that enhance client retention, hybrid advice, and ESG practices. Engage with top innovators on transforming the client-advisor relationship through AI and personalization. Key Focus Areas • Wealth management’s digital transformation trends. • Data-driven strategies for operational excellence. • Emerging challenges of the next-gen wealth transfer. Secure your spot today to connect, innovate, and transform the future of WealthTech at the Global WealthTech Summit. FAQs What is The Global WealthTech Summit? A premier event bringing together leaders in WealthTech, FinTech innovation, and investment technology. When and where is the summit? March 18, 2025, in New York City. Who should attend? Investment leaders, WealthTech buyers, private bankers, and FinTech innovators. What topics are covered? Digital wealth management, robo-advisors, operational excellence, and client acquisition strategies.

• MSMichelle Slinn
• CACharles Almond
• RLRyan Larsen
• SSSaxon Sorrentino
• NGNitya Gopalakrishnan