WealthTech Vendor Forum, United States

Delivered in partnership with EY and hosted at their US headquarters (1 Manhattan West / 395 9th Ave., New York, NY, 10001) on the morning of April 29th, this is the first edition of the WealthTech Vendor Forum: US in 2026 from .

Aimed at bringing the US WealthTech community together around the industry and business topics that they all face, this Vendor Forum will deliver insights on some of the core elements of any WealthTech’s go-to-market strategy within the US wealth management marketplace.

Through the two-hour event, our presenters will deliver insights and learnings covering industry best practices around strategy, marketing, sales, and funding. To start, our host EY will share details of their WealthTech program and how they work with specific WealthTechs to bring them to market. We will then hear short and impactful sessions from partners digging into the best practices today, covering marketing and then sales, before wrapping up with insights into funding and exiting your business.

The Vendor Forum is hosted in the same location as the WealthTech 2026: US Edition in the afternoon, which runs from 1 pm to 6 pm. Attendees of the Vendor Forum are welcome to stay for the afternoon with the appropriate ticket.

We are charging US$50 to attend the Vendor Forum, while the afternoon event is priced at US$500 for non-sponsor/participant vendors. If you wish to attend both, the ticket cost is a combined US$500 (making the Vendor Forum ticket, in effect, free).

Hosted in the United States at least twice per year, each edition of the Forum will look to deliver a mix of educational and learning opportunities, a consistent mechanism for developing new and existing relationships, a chance to share experiences and engage in business-relevant discussions among peers, and an opportunity to generate a collective WealthTech vendor community.

For those working for TWM Member firms, tickets are discounted by 50%. A discount code is available, which has been sent to you. Tickets are available on an individual event basis.

Early bird tickets are available at a 15% discount in March. The discount is code TWMEarlyBirdMarch15.

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.

Info: Stephen will welcome you to the event and run through the highlights from our WealthTech 2026 report, with a focus on what we at The Wealth Mosaic see as the top technology and related business topics at play in 2026. This presentation will paint a picture of what the wealth management industry internationally is likely to be looking at for the year ahead. The presentation will prime attendees with insights to discuss during the networking.

Info: Learning time is over. Now it's time to chat with your fellow attendees and have lunch.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher The Wealth Mosaic