Wednesday, 8 October

The Wealth Mosaic Live 2025: US Conference

By The Wealth Mosaic

Join us at The Wealth Mosaic Live 2025: US, on October 8th and 9th. Immerse yourself in the future of wealth management!

Date and time

Location

The Claridge Hotel

123 South Indiana Avenue Atlantic City, NJ 08401

Agenda

US Vendor Forum

TWM Live 2025: US (Day 1)

TWM Live 2025: US (Day 2)

1:00 PM - 1:15 PM

Opening Presentation by The Wealth Mosaic

Stephen Wall, Founder, The Wealth Mosaic

A welcome to The Wealth Mosaic Live 2025: US from the team at The Wealth Mosaic including Founder, Stephen Wall, Head of Marketing, Mungo Hamlet, and Strategic Advisor, Micheal Partnow. They will in...

1:15 PM - 1:45 PM

Keynote: The Wealth Management Landscape for WealthTech Vendors

1:45 PM - 2:30 PM

The Real Impact of AI in Financial Services: A Fireside Chat

Tina Powell, Partner & Chief of Community, Intention.ly

Kelly Waltrich, Co-Founder and CEO, Intention.ly

A Fireside Chat with Kelly Waltrich and Tina Powell If you don’t have an AI strategy in place, your firm is already behind. Your competitors are leveraging AI to move faster, slash operational costs...

2:30 PM - 3:00 PM

Networking Break

3:00 PM - 3:45 PM

Panel Discussion & Partner Demos: Partnerships & Integrations

Mark Ovaska, Co-Founder & CEO, Precept

3:45 PM - 4:00 PM

Closing Remarks

Good to know

Highlights

1 day, 5 hours
In person

Refund Policy

Refunds up to 30 days before event

About this event

Join us in Atlantic City! Prepare for The Wealth Mosaic's exciting return to the United States, where we’ll be hosting two pivotal events in Atlantic City at the historic Claridge Hotel.

US WealthTech Vendor Forum

October 8th, 1pm-4pm

Main Conference: The Wealth Mosaic Live 2025: US

October 8th, 4:30pm-7pm EST and October 9th, 8am-4pm EST

This conference is specifically crafted for those immersed in the management sector and passionate about technology's transformative power. Engage with the latest insights and trends that are shaping the future of wealth management.

Why Attend?

Meet and network with a diverse group of wealth management professionals, from Bank Trust executives to Broker-Dealers, Family Offices, Registered Investment Advisors, and more. Connect with top technology vendors, industry consultants, investors, and critical stakeholders.

With a rich program featuring panels, presentations, interviews, demos, and networking sessions, you’ll not only learn but also contribute your insights on the sector’s current status and its future trajectory.

Please Note:

Attendance is limited and registration will be approved on a first-come, first-served basis. Don’t miss the chance to be part of this key gathering that promises knowledge acceleration and impactful networking.

We can't wait to see you in Atlantic City for a lively exchange of ideas and a deeper understanding of how technology can revolutionize wealth management!

Organised by

The Wealth Mosaic

The Wealth Mosaic (TWM) is founded on a curated online solution provider directory built around the business needs of the global wealth management sector. The TWM directory consists of a growing number (many thousands) of business and solution profiles for vendors, each of which is categorised against a dedicated and evolving taxonomy to support their discovery and engagement.

For wealth managers, the buy side of our marketplace, TWM is designed to support the need to easily discover solutions, solution providers and knowledge resources against specific business needs.

For solution providers (vendors), the sell side of our marketplace, TWM exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.

Together, TWM is an increasingly well-known and relevant knowledge resource, closing the gap between the evolving business needs of wealth management businesses across the world and the growing marketplace of technology and related solution providers (vendors) selling into the market.

From US$250

Oct 8 · 12:00 EDT