The Wealth Mosaic’s UK WealthTech Vendor Forum makes its return, uniting its vibrant vendor community for an evening of learning, insight-sharing, and networking. The UK wealth management industry continues to evolve, increasingly reliant on technological advancements. As industry professionals recognise the transformative potential of WealthTech, the demand for collaboration and knowledge exchange intensifies.
This exclusive quarterly event is crafted to meet these needs, assembling diverse vendors and solution providers focused on the UK market. The inaugural event of 2026 is scheduled for 22 January from 5 PM to 8:30 PM at the Eight Club Moorgate. Sponsored by Advintro, this gathering promises a unique opportunity for technology and related vendors to discuss shared challenges, exchange experiences, and forge meaningful connections.
Don’t miss your chance to be part of this pivotal conversation—secure your tickets today! Click here to read more and purchase your tickets.
What is the evening’s agenda?
17:00 - 17:30 - Arrivals & networking
17:30 - 17:45 - WealthTech 2026: A view into the year ahead
17:45 - 18:00 - TWM 2.0: What's coming next from The Wealth Mosaic
18:00 - 18:15 - UK wealth management embracing technology
18:15 - 18:45 - WealthTech sales in the age of AI/WealthTech trends in the US market
18:45 - 20:30 - Networking time: drinks & canapés
Why should I attend?
Held quarterly, this exclusive event is tailored for technology firms focused on serving the UK wealth management sector, uniting a diverse array of vendors and related service providers.
Attendees gain four key benefits:
1. Community Learning: Each Forum is centred on a specific topic shaped by community input, covering critical issues such as regulation, compliance, engineering trends, mergers and acquisitions, sales strategies, and more.
2. Knowledge Sharing: The Forum fosters an environment for sharing insights and experiences. Although each company may market itself as unique, many vendors face common challenges, making peer discussions invaluable.
3. Vendor Collaboration: By creating opportunities for networking and reconnection among attendees, the Forum facilitates new relationships and collaborations.
4. Supporting Partnerships: The Forum acts as a catalyst for collaboration on projects and overall business strategy, emphasising the power of integrated approaches to meet the evolving needs of the market.
In essence, the UK WealthTech Vendor Forum is a vital platform shaping the future of wealth management technology.
How do I attend?
This event is exclusively for technology vendors operating in the UK wealth management sector. Tickets are subject to approval. Please note that we have limited capacity, and tickets will be issued on a first-come-first-served basis.
Members of The Wealth Mosaic benefit from a 25 percent discount on all tickets. Non-members can access an early-bird ticket discount of 15 percent until the end of November 2025. Please use the code TWMEarlyBird15 to redeem this discount upon checkout.
Don’t miss this opportunity to engage with leading technology vendors, industry consultants, and fellow wealth management professionals! Click here to discover more and reserve your spot.
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
About Advintro
Advintro is an outsourced enterprise sales company for FinTechs. Advintro do this on a fractional basis with a particular focus on the wealth management and financial services industries.
They provide relationship based enterprise sales services for some of the most innovative companies in the world, and can be your enterprise salesforce or work along side of your existing team.
Avintro cultivate deep relationships and trust, built over several decades with senior-level executives in leading financial services companies to shorten and accelerate the sales process.
For more information, visit www.thewealthmosaic.com/vendors/advintro
