On 22 January 2026, The Wealth Mosaic will host the UK WealthTech Vendor Forum in London, an exclusive gathering designed for technology and related vendors in the wealth management sector. Sponsored by Advintro, this event reaffirms the wealth management industry's commitment to leveraging technology as a driving force for competitive advantage.
As 2026 unfolds, WealthTech vendors face an unprecedented opportunity to showcase their value in the wealth management industry, and how investment in technology is translating into measurable successful outcomes and competitive advantage. The forum will spotlight key trends and priorities shaping the UK WealthTech landscape, with speakers including James Brown, CEO of BWC Benchmarking; Danny Martin, Partner at Advintro; Mungo Hamlet, Managing Director of The Wealth Mosaic; and Stephen Wall, Founder of The Wealth Mosaic.
Attendees can anticipate four principal benefits from the forum: community learning, knowledge sharing, vendor collaboration, and support for partnerships. These elements are pivotal as firms navigate regulatory landscapes, technological advancements, and evolving market needs.
The evening will commence with an introduction from The Wealth Mosaic, followed by insightful presentations on technology investment trends and the intersection of sales and Artificial Intelligence (AI). With networking opportunities throughout, this forum promises to be a vital platform for shaping the future of wealth management technology.
Don’t miss the opportunity to connect with your peers and advance your decision making with the latest market insights! You can secure your tickets for the event here.
Disclaimer: This event is exclusively for technology vendors serving or targeting the UK wealth management industry. Tickets are subject to approval. Please note that we have limited capacity for 50 attendees, and it will be first-come-first-served. Tickets are now on sales, and TWM Members will receive a discounted price. If you're interested in attending multiple events, you can also become a member at either the individual or firm level.
Why join us at the UK WealthTech Vendor Forum 2026?
At its heart, the UK WealthTech Vendor Forum facilitates four main benefits for our attendees:
1. Community learning
Each WealthTech Vendor Forum is centred around a specific topic or objective shaped by community input, covering critical issues such as regulation, compliance, engineering trends, mergers and acquisitions, sales strategies, and more.
2. Knowledge sharing
The Forum fosters an environment for sharing insights and experiences. Although each company may market itself as unique, many vendors face common challenges which make peer discussions invaluable.
3. Vendor collaboration
By creating opportunities for networking and reconnection among attendees, the WealthTech Vendor Forum facilitates new relationships and collaborations.
4. Supporting partnerships
The WealthTech Vendor Forum acts as a catalyst for collaboration on projects and overall business strategy, emphasising the power of integrated approaches to meet the evolving needs of the market.
In essence, it promises to be a vital platform shaping the future of wealth management technology.
What to expect on the day?
The evening event will kick off the year with an introduction from us, The Wealth Mosaic, where we’ll discuss the top 10 themes we see for the year ahead, along with a look into TWM 2.0 and our 2026 plans. James Brown, CEO of BWC Benchmarking, will also give a presentation on the evolution of technology investment over the past 10 years across the UK wealth management sector. Finally, we’ll hear insights from Danny Martin, Partner at Advintro, on the role of sales in the era AI, and the opportunities and challenges for WealthTechs in entering and serving the US wealth management market.
Event agenda:
- 5pm – 5.30pm: Arrivals and networking
- 5.30pm – 5.45pm: WealthTech 2026: A view into the year ahead – Stephen Wall, Founder, The Wealth Mosaic
- 5.45pm – 6pm: TWM 2.0 What’s coming next from The Wealth Mosaic – Mungo Hamlet, Managing Director, The Wealth Mosaic
- 6pm – 6.15pm: UK wealth management, embracing technology – James Brown, CEO, BWC Benchmarking
- 6.15pm – 6.45pm: WealthTech sales in the age of AI + WealthTech trends in the US market – Danny Martin, Founder & CEO, Advintro
- 6.45pm – 8pm: Networking drinks & nibbles
How to attend?
You can secure your tickets for the event here!
Disclaimer: This event is exclusively for technology vendors serving or targeting the UK wealth management industry. Tickets are subject to approval. Please note that we have limited capacity for 50 attendees, and it will be first-come-first-served. Tickets are now on sales, and TWM Members will receive a discounted price. If you're interested in attending multiple events, you can also become a member at either the individual or firm level.
About Advintro
Advintro is an outsourced enterprise sales company for FinTechs. Advintro do this on a fractional basis with a particular focus on the wealth management and financial services industries. They provide relationship based enterprise sales services for some of the most innovative companies in the world, and can be your enterprise salesforce or work alongside your existing team. Advintro cultivate deep relationships and trust, built over several decades with senior-level executives in leading financial services companies to shorten and accelerate the sales process.
For more information, visit www.thewealthmosaic.com/vendors/advintro
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.
Discover our latest reports!
- US RIA Toolkit 2026 – read here
- Future View Toolkit 2025 – read here
- UK Toolkit 2025 – read here
- European WealthTech Landscape Report 2025 – read here
- AI Toolkit 2025 – read here
- Client Experience Toolkit 2024 – read here
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