WP WealthTech Summit

You have the opportunity to become part of an event that offers a meeting place for advisors, FinTechs and industry experts to help you how to make the best use of technology, invest strategically and build a stable portfolio. 18 speakers can help you better understand the options and choose the right technical solutions that save time, improve the customer relationship and ultimately lead to higher profits.


  • Improving your digital presence
  • How the wealth industry is adapting to technology and revolutionizing the future of advice
  • It’s not about investments: How fintech is redefining the advisory profession
  • The rise of cryptocurrency
  • Your portfolio, AI and the future of investing
  • Creating content to establish a brand to expand your audience
  • How to streamline your back office and win the efficiency war

Date & time:
18 MAY 2021
10 AM 5:20 PM EST


Read more