Atlantic City, NJ – 28th July 2025 – The Wealth Mosaic, the digital marketplace for wealth management, is excited to announce The Wealth Mosaic Live 2025: US Conference, taking place on October 8th and 9th, 2025, at the historic Claridge Hotel, located at 123 South Indiana Avenue, Atlantic City, NJ. This dynamic event, sponsored by InvestCloud and featuring leading industry participants, promises to immerse attendees in a comprehensive exploration of the future of wealth management.
The conference will feature two pivotal events: the US WealthTech Vendor Forum on October 8th from 1:00 PM to 4:00 PM and the main conference commencing later that day at 4:30 PM, concluding on October 9th at 4:15 PM. Participants will gain invaluable insights into the evolving landscape of wealth management through keynote presentations, expert panel discussions, technology demonstrations, and networking opportunities.
With a strapline that encapsulates the spirit of the event, “Immerse yourself in the future of wealth management!” attendees can expect two days of intensive learning and networking opportunities tailored for professionals in the wealth management sector.
“We are excited to return to the US with this key gathering for wealth management professionals. The conference will serve as a platform for pivotal discussions on how technology is transforming the industry,” said Stephen Wall, Founder of The Wealth Mosaic. "We encourage professionals from diverse backgrounds—including Bank Trust executives, Broker-Dealers, Family Offices, and Registered Investment Advisors—to join us for this enriching experience.”
Attendance is limited, and registration will be conducted on a first-come, first-served basis. Early bird discounts of 20% are available until the end of August 2025, while members can enjoy a 25% discount valid until the conclusion of the event. Attendees can discover more about the conference and register here.
Don’t miss this opportunity to engage with leading technology vendors, industry consultants, and fellow wealth management professionals in an inspiring setting. Join us at The Wealth Mosaic Live 2025: US Conference for a two-day event focused on enabling discovery, innovation, and networking.
“Our new global conference series, The Wealth Mosaic Live has been designed to accelerate knowledge sharing, insight generation, and drive meaningful business change. By launching this new event model, we aim to open a further gateway to the future of wealth management and are excited to foster key conversations and innovations, setting new standards and strengthening industry connections," said Mungo Hamlet, Managing Director of The Wealth Mosaic.
The global Live conference will take place annually in Zurich, Switzerland, the United Kingdom, Singapore and the United States, with the overarching aim to bring to market not just another industry event, but a knowledge experience drawn from our leading digital content and vendor directory model. This is not just another event, but a connected global knowledge exchange!
Attendees will include a diverse range of professionals from Bank Trusts, Broker-Dealers, Family Offices, Registered Investment Advisors, and key technology vendors.
Discover more about The Wealth Mosaic’s Live conferences and register here for the up-and-coming US edition in October 2025.
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.
For more information, visit: www.thewealthmosaic.com
