The Wealth Mosaic Live 2025: US Conference
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 08401Agenda
About the US WealthTech Vendor Forum 2025
1:00 PM - 1:15 PM
Welcome to the US WealthTech Vendor Forum 2025
Stephen Wall, Founder
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
2:30 PM - 3:00 PM
The Future of Integrations: Why Common Language Wins
Mark Ovaska, Co-Founder & CEO, Precept
3:00 PM - 4:00 PM
Networking Break - Sponsored by FinMate AI
FinMate AI
Good to know
Highlights
- 1 day, 5 hours
- In person
Refund Policy
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 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!
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