With the publication of WealthTech 2026, our annual report on the state of wealth management technology, we’re excited to be deepening the themes of that report in our forthcoming event, WealthTech 2026: US Edition.
Organized in partnership with EY and hosted at their US headquarters in New York City on 29 April, this half-day event will explore the most important technology themes shaping the wealth management sector today.
The event brings together wealth managers, technology providers, and industry experts to turn WealthTech 2026’s insights into practical discussion, debate, and real-world insight. The format is intentionally concise and highly interactive, allowing attendees to gain meaningful perspectives while also making valuable connections.
Here’s what you can expect on the day:
A focused afternoon with industry peers
The event runs from 12:00 PM to 5:00 PM, creating a compact but high-value environment for professionals across the US wealth management ecosystem. We’ll be joined by representatives from banks, broker-dealers, registered investment advisors (RIAs), family offices, and credit unions – alongside an array of technology vendors and industry specialists.
This mix of practitioners and solution providers offers opportunities for ideas to cross-fertilize while ensuring discussions remain grounded in the real operational challenges facing wealth managers in 2026 – and the technology innovations emerging to address them.
The themes shaping WealthTech in 2026
The afternoon begins with a welcome from Stephen Wall, founder of The Wealth Mosaic, who will present the top technology themes shaping the wealth management sector in 2026. Drawing directly from the WealthTech 2026 report, the session provides a clear, data-driven overview of the key trends influencing wealth management technology today – from platform transformation and digital client engagement to operational efficiency and emerging technology adoption.
As the afternoon progresses, we’ll be developing those themes further, with a panel discussion designed to encourage practical conversation and exchange between the different parts of our ecosystem, exploring questions such as:
- How can wealth managers integrate new technology without disrupting client relationships?
- Where are firms seeing measurable value from digital transformation?
- What capabilities will differentiate successful wealth businesses in the years to come?
Live technology demonstrations
We’ll also hear a series of impact-focused vendor technology demonstrations and presentations, showcasing platforms and tools designed to support modern wealth management businesses.
These sessions allow wealth managers to see solutions in action, helping them to better understand how emerging technologies can support their businesses. For firms exploring new technology partners, this provides an efficient way to discover solutions, spark inspirations, and begin conversations with providers.
Why wealth managers should attend
WealthTech 2026: US edition offers a rare opportunity to engage with the industry’s most pressing technology topics in a focused and practical environment, with:
- Actionable insights into the top technology themes shaping wealth management
- Direct interaction with industry peers facing similar challenges
- Exposure to emerging technology solutions through live demos
- High-value networking opportunities with a curated group of WealthTech professionals
Importantly, attendance is free for wealth managers, making it an accessible opportunity to gain valuable industry insights.
Why vendors should attend
For vendors, WealthTech 2026: US edition offers WealthTech vendors not only exposure to a valuable audience of potential clients but also a chance to learn more about their needs and expectations. With senior representatives from wealth managers, banks, RIAs, broker-dealers, and family offices attending, vendors can gain first-hand insight into the operational challenges firms are trying to solve and the technology provisions driving investment decisions.
Remember – vendors who are TWM members get a 50% discount on attendance.
Here's the full agenda:
- 01:00 PM - 01:15 PM – Welcome to WealthTech 2026 | Global WealthTech themes for 2026 (and beyond)
A welcome to the event from The Wealth Mosaic's Founder, Stephen Wall, followed by a view into our recently published WealthTech 2026 report, setting the scene for the role of technology in the wealth management sector in the year ahead, and followed by some commentary on what we see as the top 10 themes for technology in wealth management in 2026.
- 01:15 PM - 01:35 PM – Keynote from EY
A keynote from our host EY, on their latest research and consulting work within the US wealth management space.
- 01:35 PM - 02:10 PM – Panel #1: Making the case for WealthTechs
Conor Walsh, CEO & Co-Founder, Romina Day, Mark Ovaska, Co-Founder & CEO, Precept
Hosted by Michael Partnow, Strategic Advisor at The Wealth Mosaic, this panel will feature four WealthTech executives, each tasked with explaining to the audience and the wealth management sector why working with a third-party WealthTech provider is good for business. The discussion will ask the panel to explain the benefits of third-party WealthTech providers; how they can improve outcomes; how they can meet needs and deliver on expectations; how they can deliver on the needs of clients and advisors, and more.
- 02:10 PM - 02:35 PM – Storyline: Presentation & Q&A With David Navama
David Navama, Co-Founder & CEO, Storyline
- 02:35 PM - 03:00 PM – Networking Break
A 25-minute break to network with your fellow attendees.
- 03:00 PM - 03:45 PM – Technology impact demos
Four demos in 40 minutes. Each firm gets 10 minutes to demo their offering. As well as highlighting its leading features, functions and use cases, each demo is tasked with highlighting the impact that their solution delivers to a wealth management client.
- 03:45 PM - 04:05 PM – Keynote #2: Lessons learned in corporate innovation: what labs has learned
Patrick Hannon, VP Commercialization, Fidelity Labs
- 04:05 PM - 04:40 PM – Panel #2: All aboard the AI train: engage, deliver, succeed
Rajen Madan, Founder, Governr, Ian Karnell, CEO & Co-Founder, VastAdvisor, Jason Early, Founder, RISR. A second topic-focused panel discussion focused on a core aspect of the US wealth management in 2026.
- 04:40 PM - 05:00 PM – Fireside chat: an industry leader's view
A one-on-one interview fireside chat focusing on the main trends in the US wealth management market today, the direction of travel, and the role of technology.
- 05:00 PM - 06:00 PM – Drinks, nibbles & networking
Time to take in what you've heard during the afternoon and discuss with your fellow attendees over drinks and nibbles before we close the space at 5 pm.
Exploring WealthTech in 2026
WealthTech 2026: US edition is part of The Wealth Mosaic’s broader WealthTech 2026 project and is intended to develop and deepen the conclusions and insights of our WealthTech 2026 report published in February. The report included insights from a number of contributors from across the wealth management landscape, including our WealthTech 2026: US edition partners EY, as well as Allfunds, Epok Advice, Eton Solutions, EY, FinTech Studios, Kidbrooke, Opus Una, WealthDynamix, and WMCockpit, together with a foreword written by April Rudin of The Rudin Group and Nick Rice of Brunswick Group.
That report captured a sector at a pivot-point in its ongoing technological transformation – not one driven solely by long-standing structural forces, but by the increasing centrality of technology as a strategic determinant of competitiveness, scalability, and differentiation across the wealth management landscape.
We want to advance and build upon these insights on 29 April at WealthTech 2026: US edition. To that end, there’s no better place for attendees to start than with our WealthTech 2026 report. You can read it online 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.
