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.

Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Schedule at a Glance
Schedule at a Glance
  • PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



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Past Attendees

Join the Wealth Management Industry at In|Vest 2018



Since its inception in 2015, more than 2,000 executives from across the entire wealth management community have attended In|Vest to explore the changes in the market and offer a digital vision of the future. Preview the companies represented below.

Ready to join this influential network? Click here to register for the In|Vest 2018.

4Thought Financial Group
A.T. Kearney
Accenture
Acorns
Acquire Media
Advicefront Ltd
Advicent
Advisor Software
AdvisorHub
AdvisorStream
Advizr
Affinity Federal Credit Union
Agreement Express
Aite Group
AK Asset Management
Aladdin Product Group (APG)
Alfa Capital Asset Management
AllocateRite, LLC
Ally
AlphaStreet, Inc.
Alvarez & Marsal
American Banker
American Century Investments
Ameriprise Financial
Annexus Management
Annexus Ventures
Aon Plc.
Aperture Group, LLC
Apex Clearing
Applied Predictive Technologies
Appway Inc.
Aquent
Archimedes Investment Mgmt
Arria NLG
ASI
Aspiration
Asset Tv
AssetMark
Avoka
AXA Advisors LLC
Ayco
BAC San Jose Puesto de Bolsa
Baillie Gifford & Co.
Bain and Company Canada
Banca Sella
Banco Popular de Puerto Rico
Bank Investment Consultant
Bank of America Merrill Lynch
Bank of Montreal
Bank of the West
Banking New York
Barchart
Barclays
Barron's
BBVA Compass
bcIMC
BECU
Berkery Noyes
BestX
Betterment
BlackRock
Blackstone
Bloomberg News
Blooom
BMO Global Asset Mgmt
BMO Wealth Mgmt
BNY Mellon
Boston Research Technologies
BrightPlan LLC
Brinker Capital
Broadhaven
Broadhaven Capital Partners
Broadridge Financial Solutions
Business Insider
Cafaro Greenleaf
CAIS Group
Cambridge Investment Research
Cambridge Savings Bank
Capco
Capital One
Capital Cube
Capitali.se
CBSI
CBXmarket
CEO Wealth Media, LLC
Cerulli Associates
CFA Institute
CGI Group, Global Wealth
Charles Schwab & Co.
Chase Wealth Mgmt
Chetu Inc.
CIBC Wealth Mgmt
CircleBlack
Cisco
Citi Global Consumer Banking
Citi Personal Wealth Mgmt
Citi Private Bank
Citi Ventures
Citigroup
Citizens Bank
City National Rochdale
Citywire USA
Clarity Money
CleanTechIQ
Clearnomics
Client Services
Clinic, Inc.
CMFG Ventures
CNBC Digital
Cognizant
Columbia Business School
Comarch SA
Conduent
Consumers Digest
Copytalk
Cornell University
Corporate Insight
Country Financial
Credit Suisse
CUNA Mutual Group
CWC Research
DailyWorth.com
DarcMatter
Dartmouth College
DataPoints
DataRobot
Debtwire ABS
Delaware Business Times
Deloitte Center for Financial Services
Detalus
Deutsche Bank Wealth Mgmt
DG Technology Group
Discover Financial Services
Discovery Data Inc.
Divy
Dough Inc.
Dow Jones & Co.
Doxim
Dragon Services sp.zo.o
DriveWealth, LLC
DST Systems, Inc.
E*Trade
Econoday
Edelman Financial Services
Edward Jones
Ellevest
Eltrophy Inc.
EMI Strategic Marketing
eMoney Advisor
Enterprise Relationships
Envestnet, Inc.
Epilogue
EQIS
Equifax
EquiSoft Inc.
EquityZen
Ernst & Young
eSignLive by VASCO
ETF Trends
ETNA
Evercore
Evolve Capital
Exponential Capital
EY
EZRA Group
FactSet Digital
fi360
Fichtner
Fidelity Investments
Fidelity Wealth Technologies
Fifth Third Bank
FinaMetrica
Finance & Technology Research Ctr
Financial Planning
Financial Planning Standards Board
Financial Simplicity
Financial Technology Partners
Finbitz
FinMason, Inc.
FinTech Collective
First Rate, Inc.
FIS
Fiserv Investment Services
FIX Flyer
Flexpoint Ford LLC
FlockTamer Inc.
Folio Investing
FolioDynamix
FOLIOfn, Inc.
Formue
Forum Care
ForwardLane
Four Eyes Financial
Fox Business Network
FT Partners
FTV Capital
Fully Vested
Fund Action
Fund Forensics
Future Advisor (BlackRock)
Gartland and Mellina Group
GCW
General Atlantic
Genesis Wealth Advisors, LLC
Genpact
GFK
Gladstone Associates, LLC
Glen Eagle Advisors
Global Atlantic Financial Company
Gold Bean
Google
Grapevine6
Great American Insurance Grp
Gregory FCA
Guardian Life Insurance
Guardian Strategic Ventures
GuideVine
Happyness Factory
Harvard Kennedy School
HCL America, Inc.
Hedgeable, Inc.
Heidrick
Hexaview Technologies, Inc.
Hidden Levers
Hilliard Lyons
Hitachi Consulting
HSBC
IBM
iCapital Network
Idea Refinery LLC
IHS Markit
Impact Communications, Inc.
ImpactUs Marketplace LLC
Imprint
Inc. Magazine
Income Discovery
Infovisa, Inc.
Inside ETFs
Inteligencia Capital
Inteligo Bank
Intelliflo
Invesco
Invessence
InvestCloud Inc.
InvestEdge
Investment Cycle Engine Inc.
Investopedia
IQCIO
iQuantifi, Inc.
J.P. Morgan Chase & Co.
Jackson National Life Insurance
Jazmine.com
Jefferson National
Jemstep by Invesco
JMG Consulting Inc.
John Hancock
JPMorgan Chase & Co
Just Invest
K&L Gates LLP
KB Kookmin Bank
Key Media
KeyBank
Klingenstein Fields Wealth Advsiors
Kohlberg Kravis Roberts & Co.
Kramer Financial Group
LDintelligence
Ledyard Financial Advisors
Legg Mason
Lendit & NSR Invest
Lerer Hippeau Ventures
Liberty Mutual
Life.io
LifeYield
Lightyear Capital
LIMRA
LiquidHub
Lloyd Tevis Investment, LLC
LLR Partners
Lovell Minnick Partners LLC
LPL Financial
M.D. Sass
Macquarie Bank
Magliano S/A CCVM
Manning & Napier
Marakon
Markit Digital
Marstone, Inc.
Mason & Associates
MassMutual Financial Group
Matson Financial Advisor
McGuffin Creative Group
McKinsey & Co.
Meir Kahtan Public Relations, LLC
Mergermarket/Dealreporter, Acuris Global
Meridian
Meritam Investment Advisors
Merkle Inc.
Merril Lynch
Metlife
MFWire
MiCai Inc.
Mink Hollow Advisors
Minyanville Media, Inc
Mirae Asset Global Investments
Mizuho Bank, Ltd.
Monetary Authority of Singapore
Money Management International
Money20/20
Money360
MONEYWISE
Monte Capital Group LLC
Moors & Cabot
Morgan Stanley Wealth Mgmt
Morningstar, Inc.
Motif Investing
Mountain America Credit Union
MSCI
MSIC
MUFG Union Bank, N.A.
MX
My Money My Future
MyVest
NanceFinance
Napier Park Financial Partners
Narrative Science
New Capital Partners
New York Life Ventures
NexJ Systems Inc.
Next Avenue
NextCapital
Nomura Asset Management Co., Ltd
Nomura Research Institute America
North Shore Investments & Trust
NYCA Partners
NYU
On Wall Street
Onfido
Onist Technologies Inc.
OpenInvest
OppenheimerFunds
Oranj
Orion Advisor Services
Pacific Life Insurance Company
PacificFunds
Paddock Consultancy
Pageant Media
Palladian Advisory LLOC
Parthenon Capital
Parthers FCU
Payscout Inc.
People's Securities, Inc.
People's United Wealth Management
Pershing LLC, a BNY Mellon company
Personal Capital

Pettijohn Associates
Pivot Investment Partners LLC
Plante Moran Financial Advisors
Plaza Advisory Group
Plug and Play Tech Center
PNC -Carnegie Mellon University
Point72 Ventures
Polly Portfolio
PortfolioOwl
PPS Insurance Company Limited
PrairieSmarts
PriceMetrix
Prime Buchholz
Prinipal International
Private Asset Management
Prudential Financial Inc.
PurePoint Financial
PWC
Pypestream
Q2 Labs
Q2 Software
Queens Bridge
Quintessence Wealth
Quotacy
Quovo
Radius Bank
RBC Wealth Management
RealtyShares
Reby Advisors
Redstone Federal Credit Union
Regions Bank
Retirement Income Journal
Riabiz.com
Riedel Strategy
RightCapital
Riskalyze
Robust RIA
Robust Wealth
Rockall Technologies
Rogers Group Financial
RTD Financial Advisors
S&P Global Market Intelligence [SNL News]
S2E Consulting
SaaviGifts Inc.
Sageview Capital LP
SaleMove
Salesforce.com
Sammons Retirement Solutions
Sanlam Investment Management-A Division of Sanlam Life
Scorpio Partnership
Scotia Wealth Management
Seacoast Bank
Seegnature
SEI Investments
Sendero
Serent Capital
Shenson Consulting Services
Shufro, Rose & Co., LLC
Shurwest
SigFig
Signator Investors, Inc.
Silanis Technology, Inc.
Silver Management Group
Silversmith Capital Partners
Smart Design
Smartleaf Asset Management, LLC
SoFi Wealth
Solstice
Sooryen Technologies
Specific-Group USA
SS&C Advent
STASH
State Street Global Advisors
Stifel Financial
StockTwits
Stone Point Capital
Streamdata.io Inc
Sullivan
Summit Partners
SunTrust Bank Inc.
Swell Investing
Swipestox
Synpulse USA Inc.
T. Rowe Price
TA Associates
TD Ameritrade
TD Bank
Technicost Inc.
The Bancorp
The Charles Schwab Group
The Rudin Group
The Vanguard Group, Inc.
The Wall Street Journal
The Wealth Pool
The Wharton School
Thomas H. Lee Partners
Thomson Reuters
Thoughtworks, Inc.
TIAA-CREF
Tickeron, Inc.
Tokai Tokyo Securities (USA)
Tortoise Investment Management
Totum Wealth
Trade It, Inc.
TradeKing
TradeStation Securities
Tradeweb Markets LLC
TransWestern Capital Advisors, LLC
TriNet
Trizic
Trust Point
Trutelic, Inc.
Ubiquity
UBS Investment Bank
UBS Wealth Management – Americas
Unbound Investing
Uniken
United Capital
United Income
United Management Group
Univeris
University of Chicago
US Bank Private Client Reserve
USAA
UST-Global
Value Line Pro
Vanare
Vanguard
Vanguard Retail Investor Group
Vault
Venture Capital Fund of New England
Verizon
Vest
Vestmark Advisory Solutions, Inc.
Vestmark, Inc.
Vestwell
Vetr.com
Visible Market / StockTouch
Vision Avenue Consultant
Voya Financial Advisors
Waldron Private Wealth
Wealth Access
Wealth Consulting Partners, LLC
Wealth Dynamix
Wealth Technolgies Inc.
WealthEngine
WealthManagement.com
Wells Fargo & Company
Wells Fargo Advisors
Wells Fargo Bank National
Wells Fargo Institutional Retirement and Trust
Wells Fargo Securities
West Village Consulting Associates
White House National Economic Council
William Mills Agency
WisdomTree
WiseBanyan
Wishlife
WNJC 1360 AM
World Tree Technologies
Worth Group
Xignite, Inc.
zero1zero Innovations