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The Leading Digital Wealth Conference

At Digital Wealth, you’ll get actionable strategies, detailed use cases, and solutions to your most pressing challenges. This is THE meeting place to benchmark against the best of the best in wealth management digital transformation.

Digital Wealth is a two day forum of action-packed takeaways, networking and connections with the top minds in wealth and asset management. You will explore how the most innovative wealth management firms, broker dealers, RIAs, robos and more are use emerging technologies that help better serve high net worth and retail clients. Rethink, retool and reimagine your digital assets to succeed in today’s market.

Everyone is eager to share with and learn from each other; there’s a real sense of community here that you don’t find at other events. I feel very inspired!

Kevin Carty, VP - Wealth Management Digital Strategy


An amazing opportunity to learn, unlearn, and most importantly, network. Cannot wait for the next one.

Arielle Schwartz, VP, Digital Planning & Advice


Digital Wealth is not just an's a community where I'm challenged to think better, do better.

Carrie Wenjing Xu, Research Economist


Your Innovative & Inspiring 2019 Speakers

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Alexandria Stried

Chief Product Officer
The Robo Perspective: Innovative Digital Experiences That Resonate

Abby Salameh

Private Advisor Group
Online Marketing Campaigns That Attract New Clients

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Will O’Reilly

SVP, Director, Investment Consulting Group
SunTrust Bank
How To Transform Your Digital Strategy

Sabrina Bailey

SVP, Head of Digital Investment Advice
Northern Trust Asset Management
Managing The Transition of Wealth Across Generations

Kabir Sethi

MD & Head of Digital Wealth Management
Bank of America Merrill Lynch
Integrating Customer Experiences

Marcia Reid

Senior Vice President – Head of Digital Client Experience Systems
Brown Brothers Harriman
Choosing The Optimal Platform


Patrick Wilker

SVP, Head of Wealth Management - Mass Market Investments
Wells U.S. Bank

Kunal Vaed

Managing Director, Head of Digital - Self Directed Investing
JP Morgan
Using Data To Help Customers Make Better Financial Decisions

Sponsor Digital Wealth

Want to get your products and services in front of this audience? Our sponsorship packages come in in many shapes and sizes. We’ll customize your experience and help you choose the option that’s right for you and your business. Our end goal is to put your brand in the spotlight and above your competition.

Learn More About Opportunities

Inspiration & Innovation. Only at Digital Wealth

The Only Event Focusing On High Net Worth Clients

Receive high-net-worth insight, that makes a big impact. Our content is created through hundreds of research hours with executives just like you. Based on your feedback, the Digital Wealth agenda is narrowly focused on high-net-worth clients whose needs are more complex, making this a one-of-a-kind event. This is a unique opportunity to gain the insights you need to provide your clients with the well-tailored experiences they want, and to ensure that you remain competitive in an evolving landscape.


Learn From Those Leading The Way

Get actionable insights to transform your wealth management experiences. Our agenda is 100% focused on your biggest challenges and opportunities. You’ll hear from the trendsetters, visionaries and trailblazers that are revolutionizing the wealth management industry. With content that deep dives into topics such as emerging technology, client acquisition, seamless onboarding, personalization, and cultural innovation – you’ll walk away with pages of strategies delivered by leading executives that are in the trenches, doing the work.

The Most Interactive Wealth Management Event, Ever

Build connections like never before. Benefit from tons of interactivity with over 10 hours of discussion groups, creative think-tanks, roundtables, and structured networking activities every day. This is your opportunity to develop relationships, make new contacts and speak “off-the-record” with your peers.

Who Attends


The Digital Wealth Difference

See how Digital Wealth compares to other industry conferences.

Walk Away with Actionable Insights

Popular Sessions Included

Day 1

  • Keynote Remix: The Robo Perspective
  • Keynote Debate: Build Versus Buy
  • Track A: Technology And Internal Support To Drive Innovation
  • Track B: Client Acquisition And Onboarding
  • Keynote: Asset Management Town Hall
  • Interactive Track for Wealth Management
  • C-Level Boardroom for Wealth Executives
  • Social Channels Roundtable
  • Welcome Reception For All Attendees

Day 2

  • Women in Wealth Breakfast
  • Track A: Customer Retention
  • Track B: Emerging Tech & Mobile For Digital Wealth
  • Keynote Fireside Chat: AI Transformation
  • Live Audience Q&A Panel
  • Wealth Tech Roundtables
  • Interactive Track for Wealth Management
  • Data Safety Roundtable
  • Wealth Wrap-up


Who said conferences can't be fun? We’re known in the industry for awesome experiences you can’t get anywhere else. You’ll come as an attendee, and leave as part of a community.