The Wealth Mosaic Live 2026: US, hosted by The Wealth Mosaic on November 2nd at Nasdaq MarketSite in New York, brings together people from across the US wealth management ecosystem, with an audience that reflects the breadth of businesses, roles, and perspectives involved in the industry.
No part of the wealth management ecosystem operates in isolation. Wealth managers, technology providers, investment firms, platforms, and specialist partners all rely on one another, with progress in one part creating opportunities elsewhere. Connecting these perspectives is central to The Wealth Mosaic’s mission and to The Wealth Mosaic Live 2026: US, where the different parts of the industry come together to share ideas, build relationships, and shape what comes next.
Previous TWM events in the US have attracted the full spectrum of wealth management professionals: wealth managers and RIAs, banks, broker-dealers, asset managers, investment firms, and other financial institutions, alongside WealthTech providers, consultants, and specialist businesses.
The audience spans senior executives, business leaders, and decision-makers as well as professionals and specialists working across technology, investment, operations, product, strategy, and client-facing functions.
Who’s attending
For the 2026 event, that mix is already taking shape. We’ll be welcoming delegates from leading wealth management organizations including Cetera, Vanguard, JP Morgan, Deutsche Bank, Equitable Advisors, Steward Partners, BridgePoint Wealth Partners, a-Squared Investment Partners, Berkshire Global Advisors, Tamarisk Capital, and Fourstar Wealth Advisors.
The solution-provider side brings a similarly broad range of perspectives, from major WealthTech and financial-services platforms to specialist innovators and consultancies. Innovators including Vestwell’s Aaron Schumm, d1g1t’s Dan Rosen, VastAdvisor’s Ian Karnell, Quik!’s Rich Walker, Jiffy AI’s Babu Sivadasan and Storyline’s David Navama bring founder and CEO perspectives on the direction of the market and emerging technology.
Alongside them, Backbase, Envestnet, FIS, EY, Synpulse, and Conquest Planning add perspectives on digital transformation, enterprise technology, AI, product development and the practical challenges of implementing new capabilities.
Perspectives from across wealth management
The range of backgrounds and perspectives we’ll be welcoming to the event is reflected in the program. The event opens with The Leaders’ View, bringing together senior leadership perspectives on the direction of US wealth management and the role technology will play in the industry's next phase.
The focus then moves to AI, with AI in Play 2026–27 examining implementation, measurable ROI, and practical applications through discussion, live demonstrations and case studies. Our diverse audience brings different perspectives to that conversation: technology providers demonstrating what their platforms can do, and wealth management practitioners considering how those capabilities can be applied within real businesses.
The afternoon broadens the discussion further, with a pair of smaller and more focused breakout sessions giving the opportunity for more immediate connections across the wealth management value chain. The Modern RIA Operating System looks at how nine providers can contribute to a complete client journey and the wider operating model of a modern RIA while Operations & Efficiency 2026 considers the infrastructure behind an effective wealth management business. Later, The Practitioner’s Allocation Toolkit brings investment and portfolio perspectives into the conversation.
The program then turns to some of the wider strategic questions facing the industry, including the relationship between technology, design, and trust and the choice between buying, building, or renting technology capabilities.
A cross-section of the market
Our audience brings different vantage points on the wealth management industry. Wealth managers and investment professionals bring experience of the operational, investment, and client challenges they are trying to solve. Technology and solution providers bring perspectives on the capabilities becoming available and how they can be deployed. Consultants, investors, and other specialists add further views on strategy, business models, and the direction of the market.
Those perspectives will come together throughout the day, both in the program and during dedicated networking opportunities. From breakfast and exhibition networking through to lunch, afternoon breaks, and the closing drinks reception, The Wealth Mosaic Live 2026: US provides opportunities to continue the conversations beyond the stage.
The value of connections
Networking is an integral part of The Wealth Mosaic Live 2026: US, bringing together people from across the wealth management ecosystem in a setting designed for conversations beyond the program. Delegates can exchange ideas with peers, meet technology providers, and connect with potential clients, partners and collaborators.
With wealth management increasingly shaped by shared challenges and interdependent solutions, these connections offer an opportunity to build relationships, compare perspectives, and explore where collaboration can create value.
With 250 executive delegates, 40+ speakers and 15 sessions, the event brings together a broad cross-section of the market at a point when technology, investment, and business strategy are increasingly interconnected.
Join the wealth management community in New York on November 2nd and be part of the conversation. Secure your place today.
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
