With The Wealth Mosaic’s first WealthTech Vendor Forum: US of 2026 less than a week away, full details of the event’s speakers and panels are now available.
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. The forum is designed to deliver 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 marketing, sales, strategy, and funding.
Agenda
10:00 AM - 10:05 AM
Welcome to the WealthTech Vendor Forum: US, April 2026
Stephen Wall, Founder, The Wealth Mosaic
Michael Hogg, Head of WealthTech Partnerships, EY
10:05 AM - 10:53 AM
4 x 12-minute go-to-market presentations for WealthTechs
10:05 AM - 10:17 AM
Talk #1: Branding approaches to stand out in a crowded market
Susan Quinn, CEO, circle S studio
10:17 AM - 10:29 AM
Talk #2: How AI Is making distribution more important than capital
Wim Van Lerberghe, Founder & CEO, Advintro
10:29 AM - 10:41 AM
Talk #3: The main trends around capital raising & M&A
Irfan Iqbal, Partner, EY Capital Advisors
10:41 AM - 10:53 AM
Talk #4: The Reasons To Build Partnerships Ahead Of Scale
Charles Smith, III, Principal, Business Consulting, EY
10:53 AM - 11:05 AM
Ten-minute networking break
11:05 AM - 11:45 AM
Go-to-market panel discussion & Q&A
Wim Van Lerberghe, Founder & CEO, Advintro
Susan Quinn, CEO, circle S studio
Charles Smith, III, Principal, Business Consulting, EY
Ifram Iqbal, Partner, EY Capital Advisors
11:45 AM - 01:00 PM
Networking & Lunch
The event will be followed after lunch by WealthTech 2026: US edition, held in the same location.
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
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.
