Keynote Speakers
President, Envestnet, Inc.
CEO, United Capital
Global Head of Wealth Management, Salesforce
Vice Chairman, Digital Wealth Management, Personal Capital
Chief Digital Officer, Morgan Stanley Wealth Management
Executive Vice President and Chief Technology Officer, Charles Schwab
President, Investment Services, Fiserv
Global Head of Marketing, Deutsche Bank Wealth Management
Featured Speakers
General Manager, North America, Appway
SVP Financial Services, GfK
Co-Founder and CEO, Onist
President, Capital One Investing
CEO, iCapital Network
Director, Adoption & Growth, FolioDynamix
Editor in Chief, Bank Investment Consultant
CEO, Life.io
Founder and CEO, Clarity Money
Managing Editor, Financial Planning
Senior Engagement Lead, Appway
Managing Partner and Co-founder, Scorpio Partnership
President, Genesis Wealth Advisors, LLC
Editor-in-Chief of Financial Planning, SourceMedia
Partner, A.T. Kearney
Founder and President, DataPoints LLC
Founder and CEO, Swell
Managing Principal, Capco
Founder and CEO, United Income
Founder & CEO, Vault
Director of Digital Investing, Citizens Bank
Co-Founder, NextCapital
Financial Services Industry Advocate
Founder and CEO, Marstone
Managing Principal, Capco
CEO, MyVest
Managing Director — Intermediary Distribution, BMO Global Asset Management
Chief of Staff, United Income
Global Head of Digital Wealth Management, JPMorgan Chase
CEO, Riskalyze
Managing Director, Head, BlackRock
Managing Director and President, Citigold Wealth Management
CEO & Co-Founder, DarcMatter
CSO, OpenInvest
Head of Preferred Banking and Merrill Edge, Bank of America
CEO, Clinc Inc.
Executive Editor, American Banker
Director, Finance & Technology Research Centre
Chief Analytics and Data Officer, Morgan Stanley
President and CEO, FolioDynamix
Senior Design Director, User Experience, GFK
Head of Digital Product Development and Customer Experience, Wells Fargo Advisors Direct and Full Service Business
Chief Executive Officer , Edelman Financial Services
Research Director, Wealth Management, Aite Group
Co-Founder and Chief Research Strategist, Riedel Strategy
Founder and President, The Rudin Group
Regional Account Executive, Advicent
CEO, Vestwell
CEO, SigFig
CTO & Head of AI Lab, Hedgeable, Inc.
CEO, Trizic
Senior Manager, Deloitte Digital
Global Wealth Management Offering Manager, IBM
CEO and Founder, Betterment
Head of Emerging Affluent and the Wealth Advice Center, UBS Wealth Management Americas
SVP, Product Management, Fiserv ePayments
Director, Capco
Founder and CEO, Divy
Managing Director, Accenture
President & COO, Wishlife
Principal and Wealth Management Leader, Deloitte Consulting LLP
Partner, North American Wealth Management, Capco
Reporter, The Wall Street Journal
Co-founder, WiseBanyan