WealthTech 2026 US Edition

Join the WealthTech 2026 US Edition, held on 29th April 2026, in New York. This event is designed around the insights and themes from their annual WealthTech 2026 report, which explores how technology is shaping the wealth management sector. The afternoon programme includes short keynote presentations, a market view from EY, panel discussions on key technology trends, and impact‑focused vendor tech demonstrations, with time at the end for networking and discussion among peers. The event brings together stakeholders from across the US wealth ecosystem — including wealth managers, tech vendors, and industry leaders — to learn, discuss, and explore how technology is influencing wealth management strategies and operations in 2026.

Organized By

FinTech Global is a major event organiser that provides Business conferences, Business media platforms, and FinTech research solutions.  It brings together FinTech buyers, vendors, investors, and innovators from around the world.

Event Highlights

• Brings together players across the US wealth management ecosystem
• Focuses on leading technology themes in the wealth management sector for 2026
• Part of the WealthTech 2026 project, following the WealthTech 2026 report
• Includes presentations by Founder Stephen Wall and market insights from EY
• Features topic-focused panel discussions and vendor technology demos

About The Event

• WealthTech 2026 is the annual kick-off project.
• It is based on a report launched early in the year.
• The report sets the scene for technology trends in wealth management.
• Includes insights, data points, and views from industry players
• First TWM project supported by events.
• In 2026, the first WealthTech event will be in New York
• Focuses on the US marketplace.

Agenda includes

• Presentations by Stephen Wall (Founder)
• Market insights from EY
• Topic-focused panel discussions
• Vendor technology demos and presentations

Attendance Categories and Costs

Wealth Managers

• Applies to: Banks, broker-dealers, credit unions, Registered Investment Advisors, family offices, or other firms directly managing private client wealth.
• Cost: Free
• Action: Register and attend.

Vendors (TWM Members)

• Applies to: Firms selling products/services in wealth management and are members of The Wealth Mosaic.
• Cost: Paid, 50% discount
• Action: Discount code provided by Membership Manager.

Vendors (Non-TWM Members)

• Applies to: Firms selling products/services in wealth management but not members of The Wealth Mosaic.
• Cost: Paid in full
• Early-bird discounts available:
• February: 25% off → Code: TWMEarlyBirdJFeb25
• March: 15% off → Code: TWMEarlyBirdMar15

WealthTech 2026: US Edition – Explore the destiny of wealth management, connect to industry leaders, and gain actionable insights for 2026.