In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

    Brochure<hr style="border:3px solid  #551a8b;width: 10%;margin-top: 20px;margin-bottom: 0;">
    Download the Brochure!
    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

    Download Brochure >>
Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
Interested in Being a Sponsor or Showcasing Your Product?
Interested in Being a Sponsor or Showcasing Your Product?




Back To Event Home Page
Exhibitor Center

Welcome to the In|Vest exhibitor center—your resource for all event-related details including registration, exhibit hall hours, hotel accommodations, shipping details and key contacts. If you do not see what you are looking for, please contact Anisha Arouza at (212) 803-8340.

Company Description and Logo
  • 50 to 100-word company description as well as contact information as follows:
  • Corporate Address
  • Contact's Name
  • Phone
  • Email
  • Website

Company logo in EPS and PNG formats

Please submit all above items to

Freeman Warehouse Shipping Begins
Hotel Conference Rate Cutoff

(see Hotel Accommodations section below to make your room reservation)

Freeman Discount Price Deadline
Staff Registration due

Our registration system does not allow multiple registrations at once. You must register each staff member individually.

Freeman Warehouse Shipping ends

Any material arriving after 7/2/18 will be charged an additional "After Deadline" Charge.

Exhibitor/Sponsor Info

Freeman is the official decorating company for In|Vest 2018. All services should be placed four weeks prior to the conference. Please refer to the FREEMAN EXHIBITOR KIT.


Additional Order Forms for Exhibitors:

*All hotel orders should be placed directly with the hotel and be made at least 10 Days prior to the event.

*Chairs/Table NOT included. Must order through Freeman, if desired.

Exhibitor Move-in/out Hours

Exhibitor Move-In
  • Monday, July 9, 2018
    12:00 - 5:00 p.m.

Exhibitor Move-Out
  • Wednesday, July 11, 2018
    3:40 - 4:30 p.m.

Exhibit Hours

Below are our dedicated hall hours. The exhibit hall will remain open while attendees are in session, resulting in light traffic. Although it is not required to have a staff member at your booth during the non-dedicated hours, please use your discretion. The exhibit hall hours are subject to revision at any time.

Tuesday, July 10
  • 8:00 - a.m. - 6:00 p.m.

Wednesday, July 11
  • 8:00 a.m. - 3:40 p.m.

Exhibitor Staff Registration

To register your staff attending the conference, complete the online Staff Registration Form below. Please refer to your sponsorship agreement for the number of complimentary staff passes allotted to your company. Each staff registration that exceeds the comp allotment will be charged the $895 exhibitor/sponsor upgrade rate. Register your team by Friday, June 29, 2018.

Register My Staff

Hotel Accommodations

Be sure to book your hotel rooms now! SourceMedia has reserved a block of rooms at the New York Marriott Marquis at a special discounted room rate of $349/night (excluding taxes and fees).

To secure a room, contact the hotel's reservations department at (877) 303-0104 and refer to code: SMIO. Rooms are available on a first come, first served basis. The cut-off date to receive the discounted group rate is June 18, 2018. After this date, rooms and rates will be based on availability.

Shipping Information

Warehouse shipping address:
Exhibiting Company Name / Booth #____________
In|Vest 2018

Contact Information

Program Related Questions
Conference Logistics
Sales Related Questions