WealthTech 2026: US Edition
Join us for WealthTech 2026: US Edition, a half-day event focused on the main technology themes in the US wealth management sector
Welcome to WealthTech 2026: US Edition! A half-day event hosted by EY at their US headquarters (1 Manhattan West / 395 9th Ave., New York, NY, 10001) on the afternoon of April 29th, this event will bring together a range of players across the US wealth management ecosystem to discuss the leading themes at play this year for technology in and around the wealth management sector.
The event is part of our WealthTech 2026 project and follows the release of our WealthTech 2026 report earlier in the year. With the support of EY, this event will bring the themes shaping our industry to life, giving attendees the chance to listen, learn, discuss, and network with their peers and a range of providers through the afternoon.
The event will feature short and impactful presentations on key industry topics from our Founder, Stephen Wall, plus a view into the market from EY, to then be followed by topic-focused panel discussions on key industry themes, and rounded out by a series of impact-focused vendor technology demos and presentations.
We'll finish the day with time for networking and discussion.
About the WealthTech 2026
Our kick-off project for every year, WealthTech 2026 is built around a report launched early in the year, which sets the scene for the year ahead in technology across the wealth management sector. Mixing a range of insights, data points, and views from various industry players, WealthTech 2026 is the first TWM project to be supported by events. In 2026, we will deliver our first WealthTech event in New York, with a focus on the US marketplace.
Attendance for Wealth Managers
If you work for a firm that directly manages private client wealth, whether a bank, broker-dealer, credit union, Registered Investment Advisor, family office, or other wealth management entity, attendance at WealthTech 2026: US Edition is free. Simply register and attend. We look forward to meeting you there.
Attendance for Vendors (if TWM Members)
If you work for a vendor, i.e., a firm that sells a product or service into the wealth management space, and your firm is a Member of The Wealth Mosaic, attendance is paid but available at a 50% discount. We'll share the discount code with you via your Membership Manager.
Attendance for Vendors (if not TWM Members)
If you work for a vendor, i.e., a firm that sells a product or service into the wealth management space, and your firm is not a Member of The Wealth Mosaic, attendance is paid in full. We do, however, have Early-Bird discount codes for tickets bought in either February or March. Those are:
- February (25%) - TWMEarlyBirdJFeb25
- March (15%) - TWMEarlyBirdMar15
Access to The Wealth Mosaic
For any attendee, wealth manager or vendor, attendance at the event also opens discounted access to The Wealth Mosaic's products and services. This is typically 10% and covers our full offering across Membership, Mosaic, Reports, Content, Events, Research and Campaign. For a comprehensive view of our 2026 offerings, please take a look at our overview here.
Disclaimer:
Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.
Join us for WealthTech 2026: US Edition, a half-day event focused on the main technology themes in the US wealth management sector
Welcome to WealthTech 2026: US Edition! A half-day event hosted by EY at their US headquarters (1 Manhattan West / 395 9th Ave., New York, NY, 10001) on the afternoon of April 29th, this event will bring together a range of players across the US wealth management ecosystem to discuss the leading themes at play this year for technology in and around the wealth management sector.
The event is part of our WealthTech 2026 project and follows the release of our WealthTech 2026 report earlier in the year. With the support of EY, this event will bring the themes shaping our industry to life, giving attendees the chance to listen, learn, discuss, and network with their peers and a range of providers through the afternoon.
The event will feature short and impactful presentations on key industry topics from our Founder, Stephen Wall, plus a view into the market from EY, to then be followed by topic-focused panel discussions on key industry themes, and rounded out by a series of impact-focused vendor technology demos and presentations.
We'll finish the day with time for networking and discussion.
About the WealthTech 2026
Our kick-off project for every year, WealthTech 2026 is built around a report launched early in the year, which sets the scene for the year ahead in technology across the wealth management sector. Mixing a range of insights, data points, and views from various industry players, WealthTech 2026 is the first TWM project to be supported by events. In 2026, we will deliver our first WealthTech event in New York, with a focus on the US marketplace.
Attendance for Wealth Managers
If you work for a firm that directly manages private client wealth, whether a bank, broker-dealer, credit union, Registered Investment Advisor, family office, or other wealth management entity, attendance at WealthTech 2026: US Edition is free. Simply register and attend. We look forward to meeting you there.
Attendance for Vendors (if TWM Members)
If you work for a vendor, i.e., a firm that sells a product or service into the wealth management space, and your firm is a Member of The Wealth Mosaic, attendance is paid but available at a 50% discount. We'll share the discount code with you via your Membership Manager.
Attendance for Vendors (if not TWM Members)
If you work for a vendor, i.e., a firm that sells a product or service into the wealth management space, and your firm is not a Member of The Wealth Mosaic, attendance is paid in full. We do, however, have Early-Bird discount codes for tickets bought in either February or March. Those are:
- February (25%) - TWMEarlyBirdJFeb25
- March (15%) - TWMEarlyBirdMar15
Access to The Wealth Mosaic
For any attendee, wealth manager or vendor, attendance at the event also opens discounted access to The Wealth Mosaic's products and services. This is typically 10% and covers our full offering across Membership, Mosaic, Reports, Content, Events, Research and Campaign. For a comprehensive view of our 2026 offerings, please take a look at our overview here.
Disclaimer:
Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.
Good to know
Highlights
- 6 hours
- In-person
Refund Policy
Location
EY LLP Headquarters
395 9th Avenue
New York, NY 10001
How would you like to get there?
Agenda
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Welcome To WealthTech 2026 | Global WealthTech Themes for 2026 (And Beyond)
A welcome to the event from The Wealth Mosaic's Founder, Stephen Wall, followed by a view into our recently published WealthTech 2026 report, setting the scene for the role of technology in the wealth management sector in the year ahead, and followed by some commentary on what we see as the top 10 themes for technology in wealth management in 2026.
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Envisioning the Future of Wealth Management with AI
A keynote from our hosts EY, on their latest research and consulting work within the US wealth management space.
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Panel #1: Making The Case For WealthTechs
Hosted by Michael Partnow, Strategic Advisor at The Wealth Mosaic, this panel will feature four WealthTech executives, each tasked with explaining to the audience and the wealth management sector why working with a third-party WealthTech provider is good for business. The discussion will ask the panel to explain the benefits of third-party WealthTech providers; how they can improve outcomes; how they can meet needs and deliver on expectations; how they can deliver on the needs of clients and advisors, and more.