The Wealth Mosaic Live 2025: US Conference

Join us in Atlantic City! Prepare for The Wealth Mosaic's exciting return to the United States, where we’ll be hosting two insight-heavy events in Atlantic City at the historic Claridge Hotel.

Wealth management is changing at a pace that it has never seen before. As a information, knowledge and community-oriented business, The Wealth Mosaic is a growing international platform, bringing together the industry to learn, share and develop.

These events in Atlantic City will cover a range of business, technology and leadership themes that are shaping the future of the US wealth management sector.

US WealthTech Vendor Forum

October 8th, 1pm-4pm

Main Conference: The Wealth Mosaic Live 2025: US

October 8th, 4:30pm-7:30pm (EST) and October 9th, 8:30am-4:45pm (EST)

This conference is specifically crafted for those immersed in the management sector and passionate about technology's transformative power. Engage with the latest insights and trends that are shaping the future of wealth management.

Why Attend?

Meet and network with a diverse group of wealth management professionals, from Bank Trust executives to Broker-Dealers, Family Offices, Registered Investment Advisors, and more. Connect with top technology vendors, industry consultants, investors, and critical stakeholders.

With a rich program featuring panels, presentations, interviews, demos, and networking sessions, you’ll not only learn but also contribute your insights on the sector’s current status and its future trajectory.

Please Note:

Attendance is limited and registration will be approved on a first-come, first-served basis. Don’t miss the chance to be part of this key gathering that promises knowledge acceleration and impactful networking.

We can't wait to see you in Atlantic City for a lively exchange of ideas and a deeper understanding of how technology can revolutionize wealth management!

Info: The aim of the US WealthTech Vendor Forum 2025, and our broader Forum model, is to bring together our community of WealthTech vendors and other industry stakeholders that serve the US wealth management sector in a forum that delivers learning, sharing, networking and, potentially, partnership opportunities among attendees.

Info: A welcome and introduction to the US WealthTech Vendor Forum 2025, from The Wealth Mosaic's Founder, Stephen Wall. Stephen will share a background to The Wealth Mosaic and what the business offers to WealthTech and other vendors. He will also provide an update on the business and the exciting developments coming down the line, which will benefit each vendor serving the wealth management space in the United States and beyond.

Info: A fireside chat with Kelly Waltrich and Tina Powell.

If you don’t have an AI strategy in place, your firm is already behind. Your competitors are leveraging AI to move faster, slash operational costs, and connect with your audience before you even have a chance to hit “publish.”
In this candid fireside chat, Kelly Waltrich and Tina Powell will pull back the curtain on the real-world impact of AI in financial services—including how AI SEO, automation, and integrated martech ecosystems are transforming the way firms grow. Drawing on their work inside Intention.ly’s AI Lab, they’ll share hard-earned insights from testing, vetting, and deploying AI-powered tools that actually deliver results.

Info: As AI becomes more prevalent across enterprise sales, the human qualities of connection, trust, and soft skills will only grow more essential. Far from replacing the personal side of selling, technology magnifies the importance of authentic relationships. This presentation draws on decades of front-line experience to show how sales leaders can thrive by combining the power of AI with the timeless value of human connection.

Info: Enterprises run hundreds of applications but truly integrate only a minority. This pushes revenue into the future while increasing costs for development today. Treating integrations as products—and standardizing the terminology spoken across integrations (mapping data models, standardizing authentication, orchestrating workflows)—turns each new business relationship into a reusable growth asset. This talk shows leaders how to cut cycle time, de-risk embedded partnerships, and monetize APIs by going further with standards that are already gaining traction across finance.

Info: A time to network with your peers, sponsored by FinMate AI, a AI notetaker designed by financial advisors specifically for financial advisors.

Info: A welcome and introduction to The Wealth Mosaic Live 2025: US conference from the team at The Wealth Mosaic, including Founder, Stephen Wall and Managing Director, Mungo Hamlet. The TWM team will introduce you to The Wealth Mosaic, what it is building and what it represents to the wealth management community in the United States and beyond. Stephen will also provide an update on the business and the exciting developments coming down the line, all of which will be designed to support the needs of the wealth management sector, whether through the directory, content, reports, research, events or broader community developments. They will also introduce the event, its focus, and what you can expect across your time with us.

Info: To win, firms must scale smarter, deliver transparency, and harness technology to drive growth and talent. The wealth management industry is undergoing rapid change as digital-first clients, independent advisors, and multi-family offices reshape the landscape. To stay competitive, firms must leverage modern technology to scale efficiently, deliver personalized and transparent client experiences, and streamline operations while attracting top talent and securing long-term market leadership.

Info: Time to network with peers, discuss what you have heard, and share your views. Sponsored by Romina Day, a next-generation AI platform built for financial institutions.

Info: A TED-style talk connecting leadership, wealth management, and Father Michael Doyle’s philosophy of “doing your bit.” This session challenges leaders to rethink success by focusing on relationships, purpose, and legacy in shaping the future of wealth leadership.

Info: Imagine a world where the doors to wealth—the kind historically reserved for the ultra-elite—are truly and finally open to more investors. That vision is quickly becoming reality as private markets reach a critical inflection point. Alternatives are no longer niche—they’ve become essential. They offer diversification, resilience, and a deeper sense of connection than traditional portfolios can provide. At the same time, financial advisors and institutions are facing pressure to deliver more inclusive, personalized wealth experiences without adding complexity. The demand for access is rising, but the infrastructure to support it has lagged—until now.
In this session, Cheryl Nash, President of APL at InvestCloud, will share how they’ve reimagined private markets with a managed account platform that simplifies access, scales inclusion, and transforms investing from a privilege into a meaningful opportunity for more investors.

Info: In a rapidly evolving financial landscape advisors and wealth managers that adopt artificial intelligence are poised to stay competitive and avoid falling behind their peers. Despite the clear advantages, many advisors and firms across the industry are still not prepared to harness modern AI solutions. However, overcoming these challenges presents a significant opportunity for those that lean in with a plan.
This session will provide an actionable AI adoption playbook, addressing the unique challenges and opportunities AI presents for advisors and their enterprises. Attendees will gain insights into real-world use cases, understand the necessary steps for AI readiness, learn how to navigate the complexities of implementing AI solutions and how to effectively drive adoption and measure results.

This session is designed to engage the audience, explore the most important considerations for AI adoption and provide an actionable playbook to take back to their institutions.

Info: We’ve reached a critical inflection point for digital assets. Stablecoins are gaining traction as a real medium of exchange. Tokenization is poised to unlock liquidity in traditionally illiquid asset classes and decentralized finance technologies aim to reshape core financial functions, including borrowing, lending, and investing, without the need for intermediaries.

Institutional players are no longer on the sidelines, but they’re actively engaging. Regulators are accelerating efforts to catch up. And fintech firms are moving quickly to build the connective infrastructure that links legacy systems with emerging digital networks. This transformation requires more than vision. It demands disciplined execution, powered by backend systems built to support and scale the next generation of wealth offerings.

In this session, Bill Capuzzi, CEO of Apex Fintech Solutions, will explore the essential role of digital infrastructure in shaping the future of digital assets.

Info: As trillions of dollars move to the next generation, advisors are overlooking one of the most profound and underserved client segments: the neurodivergent community. This session unpacks why most firms are unprepared, why families are already being left behind, and how inclusion can unlock not just dignity and access but what may be the single greatest growth opportunity for advisors in the decades ahead.

Info: This session, in the form of a fireside chat, will explore how behavioural science, paired with AI, is reshaping the client experience. It will cover why understanding human behaviour is as critical as market knowledge, and how firms can leverage behavioural insights to strengthen trust, improve decision-making, and drive growth.

Info: An invite-only dinner at the Cardinal restaurant in Atlantic City for sponsors and executives. Sponsored by Conduit Advisors and Conduit Community Capital, the dinner will also feature a speech from Dr. Douglas Clayton, the Founder & CEO at LEADERSHIP FilmWorks, a cultural change strategist and consultant, award-winning film/documentary producer and director, and published author and speaker on the subject of using film to inspire and enhance learning.

Info: The evening will feature a speech from Dr. Douglas Clayton, the Founder & CEO at LEADERSHIP FilmWorks, a cultural change strategist and consultant, award-winning film/documentary producer and director, and published author and speaker on the subject of using film to inspire and enhance learning.

The Heart of Leadership: What a Camden Priest Can Teach Us About Leading in a Complex World

A moving, story-driven session inspired by my award-winning documentary The Heart of Camden, exploring timeless lessons on purpose, trust, and impact. Participants will reflect on what it means to lead with heart in an increasingly complex financial services landscape.

Host or Publisher The Wealth Mosaic