Join us for a half-day gathering of the US wealth management ecosystem, organized by The Wealth Mosaic in partnership with EY on 29 April in New York and hosted at EY’s New York headquarters – where wealth managers and technology providers will come together to explore the key themes shaping WealthTech in 2026.

Early-bird pricing for vendors ends today, 31 March
If your firm provides solutions to the wealth management industry, this is your opportunity to join the conversation and showcase your perspective while benefiting from the 15 percent discount we are offering for tickets bought before the end of March.

• Wealth managers: attendance remains complimentary – simply register and join us to hear from industry leaders and discover the latest technology shaping this sector.
• Vendors: take advantage of the March early-bird discount before it expires at the end of the month.

Whether you’re already registered or still considering attending, we look forward to bringing together a dynamic mix of wealth managers, technology providers, and industry experts for an afternoon of insights, discussion, and networking.

See below for further information on how to attend – or you can buy tickets now from our event page here.

A focused afternoon with industry peers

The event runs from 12:00pm to 5:00pm, creating a compact but high-value environment for professionals across the US wealth management ecosystem. We’ll be joined by representatives from banks, broker-dealers, registered investment advisors (RIAs), family offices, and credit unions – alongside an array of technology vendors and industry specialists.

This mix of practitioners and solution providers offers opportunities for ideas to cross-fertilize while ensuring discussions remain grounded in the real operational challenges facing wealth managers in 2026 – and the technology innovations emerging to address them.

Here’s what to expect on the day:

• 1:00 PM - 1:15 PM – 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.
   
• 1:15 PM - 1:35 PM – Keynote from EY
  Justin Singer, Partner, EY
  A keynote from our host EY, on their latest research and consulting work within the US wealth management space.
   
• 1:35 PM - 2:10 PM – Panel #1: Making the case for WealthTechs
  Conor Walsh, CEO & Co-Founder, Romina Day; Mark Ovaska, Co-Founder & CEO, Precept; Michael Wood, CEO, Domify; Joseph Sullivan, Senior Director of Strategic Accounts, Backbase
  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.
   
• 2:10 PM - 2:35 PM – Storyline: Presentation & Q&A With David Navama
  David Navama, Co-Founder & CEO, Storyline
   
• 2.35PM – 2.55PM – Part 1: Technology impact demos
  Jim Tousignant, Founder & CEO, FinTech Studios
   
• 2:55 PM - 3:20 PM – Networking Break
  A 25-minute break to network with your fellow attendees.
   
• 3:20 PM - 3:40 PM – Technology impact demos
  Kris Borghesan, CMO, FutureVault
  Four demos in 40 minutes. Each firm gets 10 minutes to demo their offering. As well as highlighting its leading features, functions and use cases, each demo is tasked with highlighting the impact that their solution delivers to a wealth management client.
   
• 3:40 PM - 4:00 PM – Keynote #2: Lessons learned in corporate innovation: what labs has learned
  Patrick Hannon, VP Commercialization, Fidelity Labs
   
• 4:00 PM - 4:35 PM – Panel #2: All aboard the AI train: engage, deliver, succeed
  Rajen Madan, Founder, Governr, Ian Karnell, CEO & Co-Founder, VastAdvisor, Jason Early, Founder, RISR; Rabih Ramadi, Co-Founder & Co-CEO, Avantos
  A second topic-focused panel discussion focused on a core aspect of the US wealth management in 2026.
   
• 4:35 PM - 5:10 PM – Fireside chat: an industry leader's view
  A one-on-one fireside chat focusing on the main trends in the US wealth management market today, the direction of travel, and the role of technology.
   
• 5:10 PM - 06:00 PM – Drinks, nibbles & networking
  Time to take in what you've heard during the afternoon and discuss with your fellow attendees over drinks and nibbles before we close the space at 5 pm.

How to attend

• 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 a 15& Early-Bird discount codes for tickets bought before the end of March. Simply apply the discount code TWMEarlyBirdMar15 at checkout.

“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 information and ticket options, click here.

Exploring WealthTech in 2026
WealthTech 2026: US edition is part of The Wealth Mosaic’s broader WealthTech 2026 project and is intended to develop and deepen the conclusions and insights of our WealthTech 2026 report published in February. The report included insights from a number of contributors from across the wealth management landscape, including our WealthTech 2026: US edition partners EY, as well as Allfunds, Epok Advice, Eton Solutions, EY, FinTech Studios, Kidbrooke, Opus Una, WealthDynamix, and WMCockpit, together with a foreword written by April Rudin of The Rudin Group and Nick Rice of Brunswick Group.

The report captured a sector at a pivot-point in its ongoing technological transformation – not one driven solely by long-standing structural forces, but by the increasing centrality of technology as a strategic determinant of competitiveness, scalability, and differentiation across the wealth management landscape.

We want to advance and build upon these insights on 29 April at WealthTech 2026: US edition. To that end, there’s no better place for attendees to start than with our WealthTech 2026 report. You can read it online here.