Generate Leads. Develop Opportunities. Close Business.

Advance and re-engage prospects beyond the event. Find Out How »

The Digital Wealth Conference

Technology and changing demographics are forcing an evolution for the wealth management industry. Your clients are tech savvy. They expect a level of connectivity and control unlike ever before. Wealth Management firms must rethink, reimagine, and retool their digital assets if they are to succeed.

Digital Wealth is a two day forum of action-packed stories, conversations and connections with the top minds in wealth and asset management. We will explore how todays most innovative and forward looking firms are tackling digital transformation and emerging technologies that help better serve high net worth clients.

You’ll get actionable strategies, use cases, and answers to your most pressing questions. This is THE meeting place to benchmark against the best of the best in digital transformation for high net worth clients.

Your Innovative & Inspiring 2019 Speakers

img img

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

img img

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.