There’s just one week to go until WealthTech 2026: US Edition, organized by The Wealth Mosaic in partnership with EY and hosted at its US headquarters in New York. This event brings together wealth managers, technology providers, and industry experts to explore the most important technology themes shaping wealth management today.
Inspired by insights from our recently published WealthTech 2026 report, this half-day event is designed to turn research into practical discussion, real-world perspectives, and valuable connections.
Explore the future of technology in wealth management
Running from 12pm to 5pm, the event will be a high-value opportunity for professionals from across the US wealth management industry to come together and explore different perspectives on how technology is being selected, applied, and used to create meaningful growth and value.
Attendees will include representatives from banks, broker-dealers, registered investment advisors (RIAs), family offices, credit unions, and WealthTech vendors – creating a diverse mix of practitioners and technology specialists. It will be a space for open exchange of ideas, and discussions grounded in the real operational challenges facing US wealth managers in 2026.
Themes and objectives
The afternoon will open with an overview of the top technology trends highlighted in the WealthTech 2026 report, setting the stage for deeper conversations across the industry. The event will explore questions including:
- How can firms introduce new technology while protecting client relationships?
- Where are wealth managers seeing real value from digital transformation?
- What capabilities will define successful wealth management businesses in the coming years?
Live WealthTech demonstrations
Alongside the thematic discussion, attendees will also see impact-focused vendor technology demonstrations, showcasing platforms and tools designed to support modern wealth management businesses.
For wealth managers evaluating new solutions, this offers the opportunity to see emerging technology in action and witness how it can transform their business operations. For vendors, it creates the opportunity to showcase innovation and engage directly with industry peers and potential clients.
Why attend?
For wealth managers
- Insights into the most important WealthTech trends shaping the industry
- Practical discussion with peers facing similar challenges
- Exposure to emerging solutions through live demonstrations
- High-value networking with a curated group of industry professionals
Attendance is complimentary for wealth managers.
For vendors
The event provides direct access to senior professional from across the wealth management landscape – offering the chance to connect with potential clients, understand evolving technology needs, and engage in industry conversation.
Vendors who are members of The Wealth Mosaic receive a 50 percent discount on attendance.
Agenda in full
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 – Envisioning the future of wealth management with AI
- 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
- Michael Hogg, EY (Moderator);
- 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
Exploring 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
- Charles Smith III, Principal, Business Consulting, at EY.
2:35 PM – 2:55 PM – Technology impact demos (Part 1)
- Jim Tousignant, Founder & CEO, FinTech Studios
- Tate Haymond, CRO, d1g1t
2:55 PM - 3:20 PM – Networking Break
A 25-minute break to network with your fellow attendees.
3:20 PM - 3:50 PM – Technology impact demos (Part 2)
- Daniel Kenny, CEO, FutureVault
- Mark Wellman, Wealth Account Executive, Feathery
- Nacho Díaz de Argandoña, Founder & Managing Director, GPTadvisor
3:50 PM - 4:10 PM – Keynote #2: Lessons learned in corporate innovation: what labs has learned
- Patrick Hannon, VP Commercialization, Fidelity Labs
4:10 PM - 4:45 PM – Panel #2: All aboard the AI train: engage, deliver, succeed
- Amit Dogra, Manging Director, EVP, Head of Retirement & Wealth, Alliant (Moderator);
- 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.
4:45 PM - 5:20 PM – Fireside chat: an industry leader's view
- Brian Filanowski, CEO, Docupace
- Michael Partnow, Strategic Advisor, The Wealth Mosaic
5:20 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.
Join the conversation
With just a week to go, WealthTech 2026: US Edition is shaping up to be a focused and engaging afternoon for the US wealth management community. Whether you’re a wealth manager looking to understand the technologies shaping the future of your business or a vendor seeking insight and connections within the industry, this event offers a valuable opportunity to engage with the WealthTech ecosystem in person.
We look forward to welcoming you in New York.
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.
That 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.
