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The Wealth Mosaic: Coming to America, January 2025

Join us in New York for the AI Toolkit Roadshow, US WealthTech Vendor Forum, Video Day and more

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by The Wealth Mosaic
| 18/12/2024 12:13:37

Following in the footsteps of Eddie Murphy and Arsenio Hall, we’ll be ‘Coming to America’ in January 2025 for our first on the ground activities in the United States. OK, we’re pushing it a little here in claiming any similarity with this famed 80s comedy, not least in our reason to visit. We’re not royalty and we’re not running away from an arranged marriage but, post our insightful US WealthTech Landscape Report 2024 on a range of the technology and related themes occupying the minds of US Wealth management executives, we’re looking to further develop our presence in what is our largest market by number of website visitors.

What are we doing and when?
We will be in New York from January 20th to 24th, during which we will deliver the following three activities:

  1. AI Toolkit Roadshow
    Wednesday, January 22nd, 8.30am – 12pm

    The hottest topic in wealth management and possibly every industry right now, Artificial Intelligence (AI), is it real, is it hype, how will it impact the sector? Our AI Toolkit Roadshow 2025 event in New York is part of four events (alongside Zurich, London and Singapore), where we focus on the role, application and progress of AI in wealth management. These events link to a report, the AI Toolkit 2025. For any vendor, the report and related events are an opportunity to showcase your offering and knowledge in relation to AI.

    Hosted at the offices of law firm Holland Knight (787 7th Ave, 31st Floor), the event will run from 09:00 AM to 12:00 PM and feature a TWM presentation on the topic and our report, a keynote opening presentation, up to six vendor demos and conclude with a panel discussion that will explore the latest trends, themes, and technologies shaping the role, application and development of AI in the broader US wealth management space.

    More details on participation for vendors is available here.

  2. US WealthTech Vendor Forum
    Wednesday, January 22nd, 1pm – 4pm

    Following the launch of our WealthTech Vendor Forum series in the UK this year, we are now bringing the forum to the US. Aimed at WealthTech vendors and related firms such as consultants, investors, PR and marketing, recruitment and others, the US WealthTech Vendor Forum will take place twice a year, bringing together firms to learn, share, network and even potentially partner. For firms focused on the same or similar markets and clients, looking at similar opportunities, grappling with many of the same challenges, building and developing often similar businesses, and often needing to work together, the Vendor Forum is about the collective development of the WealthTech sector.

    In this first forum, we will focus on two topics:The size, shape and trends of the US wealth management market

    • Themes and trends in M&A and fundraising in WealthTech
    • Speakers and participants will be announced soon.

      Thanks again to Holland & Knight for hosting at their offices, and to our partners Alpha Tech Partners and WealthTech Strategy Partners for their support.

      Registration is available here.

      There is a fee to attend, but discounts are available.

    • November ticket purchase discount – TWMNovemberUSWTVF (20%)
    • December ticket purchase discount code – TWMDecemberUSWTVF (10%)

      TWM Member firm tickets are always discounted (25%). We will send you the code, but please also ask us directly for it if needed.
  3. Video Days
    Tuesday & Thursday, January 21st and 23rd

    Part of our video offering, Video Days are hosted in one location and allow firms to ‘buy’ one or two-hour sessions with us and our head of video to create a range of relevant and high-quality video interviews about their business, solutions, market themes or other topics to support their needs. As a vital component in today’s #digitalmarketing mix, video is no longer just a trend, but a vital component of engaging the market.

    Our Video Days are available on Tuesday January 21st and Thursday January 23rd at Thoropass’ New York office at 228 Park Avenue South. See our Video Day and tailored session video options here.

Our US agenda for 2025
The above form an integral part of our plans for the US in 2025. For a more detailed view of those activities, please see here.

Meet us while we’re there
Of course, while we’re in New York, we’d be happy to make time for meetings with firms in our community. DM me to find time to meet.

Work with Us in 2024/2025
For a broader view of what we offer to vendors and our program for the rest of 2024 and through 2025, please see our Work with Us in 2024/2025 catalogue here.