The Wealth Mosaic Live 2025: US Conference

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)
Executive Dinner

About the US WealthTech Vendor Forum 2025


The aim of the US WealthTech Vendor Forum 2025, and our broader Forum model, is to bring together our community of WealthTech vendors and other industry stakeholders that serve the US wealth manageme...

1:00 PM - 1:15 PM

Welcome to the US WealthTech Vendor Forum 2025

Stephen Wall, Founder


A welcome and introduction to the US WealthTech Vendor Forum 2025, from The Wealth Mosaic's Founder, Stephen Wall. Stephen will share a background to The Wealth Mosaic and what the business offers t...

1:15 PM - 1:45 PM

A Right to Win Business for Community Banks and Credit Unions

Margaret Hartigan, CEO & Founder, Marstone

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

The Future of Integrations: Why Common Language Wins

Mark Ovaska, Co-Founder & CEO, Precept


Enterprises run hundreds of applications but truly integrate only a minority. This pushes revenue into the future while increasing costs for development today. Treating integrations as products—and s...

3:00 PM - 4:00 PM

Networking Break - Sponsored by FinMate AI

FinMate AI


A time to network with your peers, sponsored by FinMate AI, a AI notetaker designed by financial advisors specifically for financial advisors.

Good to know

Highlights

  • 1 day, 5 hours
  • In person

Refund Policy

Refunds up to 30 days before event

About this event

Business • Finance

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

Wealth management is changing at a pace that it has never seen before. As a information, knowledge and community-oriented business, The Wealth Mosaic is a growing international platform, bringing together the industry to learn, share and develop.

These events in Atlantic City will cover a range of business, technology and leadership themes that are shaping the future of the US wealth management sector.

US WealthTech Vendor Forum

October 8th, 1pm-4pm

Main Conference: The Wealth Mosaic Live 2025: US

October 8th, 4:30pm-7:30pm (EST) and October 9th, 8:30am-4:45pm (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

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From US$0
Oct 8 · 12:00 EDT