On November 2, 2026, The Wealth Mosaic returns to New York for The Wealth Mosaic Live 2026: United States – a full-day event bringing together wealth management leaders, WealthTech innovators, and technology providers to explore the business and technology trends reshaping the US wealth management industry.
Following the announcement of our first confirmed speakers, we're now opening the remaining sponsorship, branding, and participation opportunities for firms looking to showcase their expertise, build new relationships, and contribute to the industry's most important conversations.
Hosted at the Nasdaq MarketSite in the heart of Times Square, the event combines keynote presentations, fireside chats, panel discussions, AI showcases, topic breakouts, technology demonstrations, and extensive networking throughout the day.
More than a conference
The Wealth Mosaic Live is designed to create lasting value for participating firms.
Alongside on-stage participation, sponsors benefit from pre-event promotion, branding throughout the venue, extensive post-event marketing, and professionally produced content designed to extend the reach of their participation well beyond November 2. Opportunities include video interviews, podcasts, thought leadership articles, and co-branded publications that continue engaging the market long after the event has concluded.
Opportunities still available
A number of commercial and speaking opportunities remain available across the program.
Firms can participate in AI use-case showcases, demonstrating how their technology addresses practical wealth management challenges such as onboarding, client engagement, reporting, portfolio monitoring, and operational efficiency.
Firms can also present an AI client case study, highlighting the successful implementation of AI within a wealth management business.
The afternoon agenda includes opportunities to participate in panel discussions covering technology sourcing, enterprise architecture, and executive leadership, as well as sponsorship opportunities within The Modern Wealth Portfolio breakout stream, where firms can lead or contribute to a dedicated session exploring the technologies shaping modern portfolio management.
A unique opportunity for WealthTech providers
One of the event's standout features is the RIA Topic Breakout, a collaborative technology showcase demonstrating how multiple solutions connect across a complete registered investment advisor (RIA) client journey.
Rather than presenting individual product demonstrations in isolation, participating firms become part of an integrated end-to-end workflow, illustrating how modern WealthTech solutions work together to support advisors from client acquisition through to ongoing relationship management.
Participation extends beyond the live demonstration itself. Each participating firm receives professionally recorded demo videos, inclusion within a co-branded thought leadership paper documenting the full client journey, and extensive promotion of both assets through The Wealth Mosaic's publishing and marketing channels.
Extend your visibility
Beyond speaking opportunities, firms can also increase their presence through a range of sponsorship options, including:
- General event sponsorship
- Digital venue branding
- Coffee break, lunch, networking drinks, and private dinner sponsorship
- Exhibition stands within the networking area
- Post-event video interviews and podcast recordings
- Annual The Wealth Mosaic Membership packages, providing ongoing visibility through our marketplace and content platform.
Join us in New York
Whether you're looking to demonstrate technology, share client success stories, contribute thought leadership, or strengthen your presence within the US wealth management market, The Wealth Mosaic Live 2026: United States offers a range of opportunities to engage with senior decision-makers from across the industry.
With speaker announcements continuing, and places already filling quickly, now is the ideal time to discuss how your organization can become part of this year's event.
To explore sponsorship, speaking, branding, or participation opportunities, contact The Wealth Mosaic team today [link] to discuss the package that best aligns with your objectives.
Join the wealth management conversation in New York
The Wealth Mosaic Live 2026: United States brings together wealth management executives, technology leaders, innovators and solution providers for a full day of insight, discussion, and networking. Get your ticket now here.
