2017 Attendees

Join the Wealth Management Industry at In|Vest 2017

In 2016, more than 700 executives from across the entire wealth management community attended to explore the changes in the market and offer a digital vision of the future. Preview the companies represented last year below.

Ready to join this influential network? Click here to register for In|Vest 2017.

  • 4Finance
  • 4Thought Financial Group
  • A.T. Kearney
  • Accenture
  • Accenture LLP
  • Advicent
  • Advisor Software
  • AdvisorHub
  • Advizr
  • Agreement Express
  • Aite
  • Aite Group
  • Aladdin Product Group (APG)
  • Alvarez & Marsal
  • American Banker
  • Ameriprise Financial
  • Annexus
  • Aon Consulting
  • Apex Clearing
  • Apex Clearing Corp
  • Applied Predictive Technologies
  • Appway
  • Appway Inc
  • ASI
  • Asset Tv
  • AssetMark
  • AXA Advisors LLC
  • Ayco
  • Banca Sella
  • Banco Popular de Puerto Rico
  • Bank Investment Consultant
  • Bank of America
  • Bank of Montreal
  • Barchart
  • Barclays
  • Barron's
  • BECU
  • Berkery Noyes
  • Betterment
  • BLACKROCK
  • Bloomberg
  • Bloomberg News
  • BMO Global Asset Management
  • BMO Harris Bank
  • BMO Wealth Management
  • BrightPlan LLC
  • Brinker Capital
  • Broadhaven
  • Cafaro Greenleaf
  • CAIS
  • CAIS Group
  • Cambridge Savings Bank
  • Capco
  • Capital One
  • Capital One
  • Capital One Investing
  • CBSI
  • CBXmarket
  • Cerulli Associates
  • CFA Institute
  • CGI Group, Global Wealth
  • Charles Schwab
  • Chetu Inc
  • CIBC Wealth Management
  • CircleBlack
  • Citi Global Consumer Banking
  • Citi Personal Wealth Management
  • Citigroup
  • Citizens Bank
  • Citizens Bank NA
  • City National Rochdale
  • Clarity Money
  • CleanTechIQ
  • Clearnomics
  • Clinc Inc.
  • Clinic, Inc.
  • Cognizant
  • Comarch
  • Comarch SA
  • Conduent
  • Copytalk
  • Corporate Insight
  • Country Financial
  • Credit Suisse
  • DarcMatter
  • DataPoints
  • DataRobot
  • Deloitte Consulting
  • Deloitte Consulting LLP
  • Deloitte Digital
  • Detalus
  • Deutsche Bank
  • Deutsche Bank Wealth Management
  • DG Technology Group, Inc.
  • Discover Financial Services
  • Discovery Data
  • Divy
  • Dow Jones
  • Dragon Services sp.zo.o
  • DriveWealth
  • DST Systems
  • E*TRADE Financial
  • Edelman Financial Services
  • Edelman Financial Services LLC
  • Edward Jones
  • Eltrophy Inc.
  • Eltropy
  • EMI Strategic Marketing
  • eMondey Advisor
  • eMoney Advisor
  • Envestnet
  • Envestnet, Inc.
  • Epilogue
  • EquiSoft
  • eSignLive
  • ETRADE Financial
  • Evercore
  • Evolve Capital
  • Exponential Capital
  • EY
  • FactSet
  • FactSet Digital
  • Fidelity Clearing & Custody Solutions
  • Fidelity Investments
  • Fifth Third Bank
  • Finance & Technology Research Centre
  • Financial Planning
  • FinMason
  • FinTech Collective
  • FIS
  • Fiserv
  • Fiserv Investment Services
  • Folio Institutional
  • Folio Investing
  • FolioDynamix
  • FOLIOfn, Inc
  • Formue
  • Forum Care
  • Four Eyes Financial
  • Fully Vested
  • Fund Action
  • Fund Forensics
  • Future Advisor (BlackRock)
  • Genesis Wealth Advisors, LLC
  • Genpact
  • GFK
  • Gold Bean
  • Google
  • Gregory FCA
  • GUARDIAN LIFE INSURANCE COMPANY
  • Harvard Kennedy School
  • Hedgeable, Inc.
  • Hilliard Lyons
  • Hitachi Consulting
  • IBM
  • IBM Watson FInancial Services
  • iCapital Network
  • IHS Markit
  • Inside ETFs
  • Inteligo Bank
  • Intelliflo
  • Invesco
  • InvestCloud
  • InvestCloud Inc
  • InvestCloud Inc.
  • InvestEdge
  • iQuantifi, Inc.
  • Jackson National Life Insurance
  • Jazmine.com
  • Jefferson National
  • Jemstep
  • Jemstep by Invesco
  • JMG Consulting Inc.
  • John Hancock
  • JP Morgan
  • JPMorgan Chase
  • JPMorgan Chase & Co
  • Just Invest
  • KB Kookmin Bank
  • Key Media
  • Klingenstein Fields Wealth Advisors
  • LDintelligence
  • Lerer Hippeau Ventures
  • Life.io
  • LIMRA
  • Lloyd Tevis Investment, LLC
  • LLR Partners
  • Lovell Minnick Partners
  • LPL Financial
  • M.D. Sass
  • Macquarie Bank
  • Manning & Napier
  • Markit Digital
  • Marstone
  • Marstone, Inc
  • Marstone, Inc.
  • Mason & Associates
  • Mergermarket
  • Mink Hollow Advisors
  • Mirae Asset Global Investments
  • Money Management International
  • Money360
  • MONEYWISE
  • Moors & Cabot
  • Morgan Stanley
  • Morgan Stanley Wealth Management
  • Morningstar Inc.
  • Mountain America Credit Union
  • MSCI
  • MUFG Union Bank
  • MUFG Union Bank, N.A.
  • MX
  • MyVest
  • NA
  • New Capital Partners
  • New York Life
  • New York Life Ventures
  • NexJ Systems
  • NexJ Systems Inc.
  • NextCapital
  • Nomura Asset Management Co., Ltd
  • Nomura Asset Management Co., LTD
  • Nomura Research Institute
  • Nomura Research Institute America
  • Nomura Research Institute, Ltd
  • NomuraResearch Institute America, Inc.
  • Onfido
  • Onist
  • OpenInvest
  • OppenheimerFunds
  • Oranj
  • Pacific Life
  • Pacific Life Insurance Company
  • PacificFunds
  • Paddock Consultancy
  • Pageant Media
  • Palladian Advisory LLOC
  • Parthers FCU
  • People's Securities, Inc.
  • People's United Wealth Management
  • Pershing LLC
  • Personal Capital
  • Plante Moran Financial Advisors
  • Plaza Advisory Group
  • Plug and Play Tech Center
  • PNC
  • PNC -Carnegie Mellon University
  • Point72 Ventures
  • PPS Insurance Company Limited
  • Prime Buchholz
  • Principal
  • Prinipal International
  • Private Asset Management
  • Prudential
  • PurePoint Financial
  • Pypestream
  • Q2 Labs
  • Q2 Software
  • Queens Bridge
  • Quintessence Wealth
  • Quotacy
  • Quovo
  • RBC Correspondent & Advisor Services
  • RBC USWM
  • RBC Wealth Management
  • RealtyShares
  • Reby Advisors
  • Redstone Federal Credit Union
  • Retiree Income
  • Riabiz.com
  • Riedel Strategy
  • Riskalyze
  • Rockall Technologies inc
  • RTD Financial Advisors
  • SaaviGifts Inc
  • SaleMove
  • Salesforce
  • Salesforce.com
  • Schwab
  • Scorpio Partnership
  • Scotia Wealth Management
  • SEACOAST BANK
  • SEI
  • SEI Investments
  • Serent Capital
  • Shenson Consulting Services
  • Shufro, Rose & Co., LLC
  • SigFig
  • Silver Management Group
  • Smartleaf Asset Management, LLC
  • SoFi
  • Solstice
  • Sooryen Technologies
  • Specific-Group USA
  • SS&C Advent
  • Stash
  • Stone Point Capital
  • Streamdata.io Inc
  • Sullivan
  • SunTrust Bank Inc.
  • Swell
  • Swell Investing
  • T. Rowe Price
  • TD Ameritrade
  • TD Bank
  • TD Bank Group
  • TD Direct Investing| Wealth
  • The Bancorp
  • The Charles Schwab Group
  • The Rudin Group
  • The Vangaurd Group Inc.
  • The Vanguard Group Inc.
  • The Wall Street Journal
  • Thomson Reuters
  • THOUGHTWORKS
  • TIAA
  • TIAA-CREF
  • Tickeron, Inc.
  • Tokai Tokyo Securities (USA)
  • Trade It, Inc.
  • TradeIt
  • TradeKing
  • Tradeweb
  • Tradeweb Direct
  • TransWestern Capital Advisors, LLC
  • Trizic
  • Trust Point
  • Trutelic
  • Trutelic, Inc.
  • Ubiquity
  • UBS
  • UBS Investment Bank
  • UBS Wealth Management – Americas
  • UBS Wealth Management Americas
  • Unbound Investing
  • Uniken
  • United Capital
  • United Income
  • Univeris
  • US Bank
  • USAA
  • UST-Global
  • Value Line
  • Value Line Pro
  • Vanguard
  • Vanguard Group Inc., The
  • Vanguard Retail Investor Group
  • Vault
  • Verizon
  • Vest
  • Vestmark, Inc.
  • Vestwell
  • Wealth Access
  • Wealth Consulting Partners, LLC
  • Wealth Dynamix
  • Wealth Technolgies Inc
  • Wells Fargo
  • Wells Fargo & Company
  • Wells Fargo Advisors Full Service
  • William Mills Agency
  • WisdomTree
  • WiseBanyan
  • Wishlife
  • World Tree Technologies
  • Xignite
  • Xignite, Inc.
  • zero1zero Innovations