The Wealth Mosaic, the digital marketplace for wealth management, is excited to announce WealthTech 2026: US edition, an exclusive insight-led afternoon event focused on WealthTech in 2026 and hosted in partnership with EY. Taking place at EY’s New York headquarters from 12:00 PM to 5:00 PM on 29th April 2026, this event will bring together a range of players across the US wealth management ecosystem to discuss the leading themes at play for technology in and around the wealth management sector.
With a wide range of wealth management delegates attending, the event will bring to life the WealthTech themes and trends dominating our industry, giving delegates the chance to listen, learn, discuss, and network with their peers and a range of providers throughout the afternoon. Delegates will include 150-plus wealth manager executives, representing banks, broker-dealers, credit unions, registered investment advisors, and family offices. The event is also open to a limited number of vendors, investors and consultants.
“We are excited to be partnering with EY to present WealthTech 2026 in New York, kicking off our events schedule for the year,” said Stephen Wall, Founder of the Wealth Mosaic. “2026 is the year we expect to see WealthTech move from expectation to execution, as firms look to translate their investments into meaningful ROI. This event will be an important touchstone as vendors and wealth management professionals come together to explore the challenges, opportunities, promises, and pitfalls at this exciting new moment in the WealthTech story.”
Interested in discovering more and joining us at WealthTech 2026 in New York? For more information and ticket options, click here.
What to expect at WealthTech 2026?
Opening the event, Stephen Wall, Founder of The Wealth Mosaic, will introduce the WealthTech 2026 report and discuss the trends and themes impacting the industry in 2026. EY will then deliver a keynote focused on their view into the market. This will be followed by topic-focused panel discussions, a series of vendor technology demos, and a fireside chat, before concluding with time for networking and discussion.
Agenda in brief:
- 12.45 – 13.00: Welcome and opening remarks (TWM)
- 13.00 – 13.20: Keynote from EY
- 13.20 – 13.55 Panel discussion
- 13.55 – 14.15 A WealthTech vendor collaboration: A TWM case study
- 14.15 – 14.40 Networking break
- 14.40 – 15.20 Technology impact demos
- 15.20 – 15.55 Panel discussion
- 15.55 – 16.15 A leader’s view: fireside chat with a leading industry executives
- 16.15 – 17.00 Drinks, canapes, and networking
This event is part of The Wealth Mosaic’s broader WealthTech 2026 project and will follow the release of our WealthTech 2026 report – The Wealth Mosaic’s annual report focused on the trends, themes and challenges facing the industry in the year ahead. This year’s report also features a number of global perspectives from contributors, including Allfunds, Epok Advice, Eton Solutions, EY, FinTech Studios, Kidbrooke, Opus Una, WealthDynamix, and WMCockpit, as well as a foreword written by April Rudin of The Rudin Group and Nick Rice of Brunswick Group.
Join the conversation in New York!
Our events are designed to cater to the evolving needs of both wealth managers seeking quality solutions and trusted insights, and solution providers aiming to elevate their visibility and impact in the marketplace. Thus, we aim to create a bridge between supply and demand in this specialised industry, enabling our delegates to not only thrive but lead in an ever-changing world.
Below you can read more about our delegate passes for WealthTech 2026, US edition:
- Free passes 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 for free and join the conversation – we look forward to meeting you in New York!
- Limited passes for vendors: If you work for a vendor – i.e. a firm that sells a product or service into the wealth management space – attendance is paid. We do, however, have early-bird discount codes for tickets bought in February (25%) – TWMEarlyBirdFeb25.
- Membership discounts: For our members, you can access a 50% discount on all delegate passes; we’ll share the discount code with you via your Membership Manager.
- Delegate service discounts with The Wealth Mosaic: For any attendee, wealth manager, or vendor, attendance also enables access to a 10% discount on The Wealth Mosaic’s products and services. You can find a comprehensive view of our 2026 offerings here.
Disclaimer: Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.
Interested in sponsoring or participating in WealthTech 2026?
From sponsorship, speaking opportunities and product demonstrations, WealthTech 2026 in New York will enable you to position your market knowledge and offering in front of the industry. For more details and to access our event guide for 2026, click here.
For further participation and pricing details, please don’t hesitate to get in touch — we’ll be happy to put together a custom package tailor-made to fit your needs: office@thewealthmosaic.com
Discover our event line-up for 2026
At The Wealth Mosaic, we offer a range of global event options, designed to put you in direct contact with your target audience. These events bring together different parts of the wealth management community from around the world and are typically hosted in our core markets under three event types: Live, Hive, and Forum. We also provide tailored events and supporting event services to firms.
For events, sponsorship details, and the full event guide, click here.
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.
Join our community and follow us on LinkedIn here.
