Join The Wealth Mosaic on 29 April for our first WealthTech Vendor Forum: US in 2026, delivered in partnership with EY and hosted at their US headquarters in New York.
This event is designed to bring together WealthTech vendors from across North America to focus on the real-world business challenges they face every day. Rather than theory, the forum zeroes in on what actually works – offering practical insights into building and scaling a successful go-to-market strategy in the US wealth management space.
Across a focused two-hour session, attendees will hear from industry experts and partners covering the key pillars of growth – including strategy, marketing, sales, and funding.
We will kick off with our hosts EY, who will share details of their WealthTech program and how they work with specific WealthTechs to bring them to market. From there, WealthTech vendors will have the opportunity to give a series of short, high-impact presentations that explore the technologies and best practices shaping the world of wealth management today in both marketing and sales, before wrapping up with insights into funding and exiting your business.
About the WealthTech Vendor Forum: US series
Hosted in the United States at least twice per year, each edition of the WealthTech Vendor Forum: US is designed to:
- Share practical, experience-led insights
- Create opportunities to build new and existing relationships
- Encourage open discussion around common business challenges
- Build and strengthen a collective WealthTech vendor community
WealthTech 2026: US edition
The WealthTech Vendor Forum: US is hosted in the same location as the WealthTech 2026: US edition, which is set to take place in the afternoon from 1 pm to 6 pm.
Ticket options:
- Vendor forum only – US$50
- WealthTech 2026: US edition (afternoon event) – US$500 for vendors
- Combined ticket: US$500 – making the Vendor Forum effectively free.
For TWM Members
For those working for TWM Member firms, tickets are discounted by 50%. A discount code is available, which has been sent to you. Tickets are available on an individual event basis.
For non-TWM Members
Early bird tickets are available at a 15% discount in March. The discount is code TWMEarlyBirdMarch15.
Disclaimer:
This event is exclusively for technology and related vendors serving or targeting the US wealth management industry. Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.
How to attend
If you’re looking to sharpen your go-to-market approach, learn from peers, and build meaningful connections in the US WealthTech space, this forum is designed for you. To book your place, 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.
