Precept

Mark Ovaska, CEO of Precept, discusses the challenges the explosion of SaaS wealthtech solutions have had for wealth management firms when it comes to data clarity. Precept helps deliver the "practical application of technology at the point where it is most impactful".

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VastAdvisor

Ian Karnell, CEO of VastAdvisor, introduces their outstanding AI powered, highly automated Digital Marketing Platform for RIAs. Meetings with target prospects that just appear on a calendar? Yes, please!

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Romina Day Partners

David Conor, CEO of Romina Day Partners, discusses the emerging solution of AI Agents. He explains what they are, what they do and how they will help wealth management firms complete important, but tedious, tasks to unlock efficiency.

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Liz Koehler

Liz Koehler, Executive Coach, discusses how the impact of having a coach at BlackRock helped her develop into an award winning leader and set her on the path to now helping other CEOs develop their leadership skills.

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XNW Digital

David Newson, Founder of XNW Digital, shares his activation playbook for a holistic digital marketing strategy for wealth managers.

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WealthTech Select

James Cantwell, Founder of WealthTech Select and The Cantwell Advisory, discusses process enhancement, AI, tech integration and the overwhelming task for wealth managers to conduct technology due diligence.

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Modelist

Alex Graf, Head of Model Integration, discusses how Modelist builds tailored, transparent, and cost-efficient model portfolios, allowing advisors to focus on what they do best: serving their clients.

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Grandview & Co

Steve Tenney, Founder of Grandview & Co shares insights on RIA growth through the strategy of eliminate, delegate and elevate.

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LODAS Markets

Brian King introduces a digital exchange for private assets and their turnkey, white-label private asset platform.

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IMTC

Pat Duffner explains how IMTC empowers advisors and wealth firms to manage custom individual bond portfolios on their easy-to-use platform.

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Measured

Jordy Albert introduces a new solution for Independent Wealth Managers to provide securities-backed lending that is simple and requires no integration.

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Kwanti

Patric Glassell discusses how Kwanti helps advisors easily understand their investment portfolios and utilize that information for client engagements.

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VRGL

Josh Smith talks abouts VRGL's origin story and why advisor demand for aggregating, evaluating and presenting portfolios continues to grow.

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Nebo Wealth

Adam Scully-Power discusses how advisors want help to deliver a best-fit portfolio, aligned with their client's evolving financial plan.

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Halo Investing

Alex Rabinovich explains what protective investing is and how advisors can implement enhanced diversification through individual structured notes and SMAs.

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Jump

Parker Ence discusses the state of AI adoption for advisors and how Jump's AI Assistant can automate administrative tasks for client meetings and prep.

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Syntax

Patrick Shaddow explores the simplicity and benefits of creating personalized custom indexes for advisors, clients and firms.

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Buckler

Scott Smith shares the challenges RIA firms face in understanding and complying with Cybersecurity and compliance.

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Wealth Mgmt GPT

Marc Butler discusses the challenges advisors face creating content and how AI/ Language Models can help.

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Smartleaf Asset Mgmt

Jerry Michael shares the challenges advisors face in delivering personalization and tax management to their entire client base.

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