# The 25 best WealthTech conferences in 2026 and 2027 The WealthTech events with the most verified substance in the Luminik catalogue: published attendance, named speaker line-ups, sponsor floors and public discussion. Ranked by what the data shows, not by opinion, and every entry links to its full event page. 1. [India Wealth Management Forum](https://www.luminik.io/events/india-wealth-management-forum/) 12 Aug 2026 | Mumbai, India | 611 expected attendees | 8+ named speakers | 1+ sponsors and exhibitors | active public discussion 2. [FPA-MN ASCEND Conference](https://www.luminik.io/events/fpa-mn-ascend-conference/) 21 to 22 Oct 2026 | Saint Paul, United States | 300 expected attendees | 9+ named speakers | 12+ sponsors and exhibitors > Join financial planning professionals from across Minnesota at the 2026 ASCEND Conference for two days of learning, connection, and inspiration. (as described by the organiser) 3. [Hubbis Investment Forum](https://www.luminik.io/events/hubbis-investment-forum/) 15 Sept 2026 | Hong Kong | 156 expected attendees | 1+ sponsors and exhibitors | active public discussion > These events are attended by key decision-makers at leading Private Banks, Retail Banks, Independent Asset Managers, and Family Offices across key financial hubs such as Hong Kong, Singapore, the UAE, and India. And local markets in SE Asia. (as described by the organiser) 4. [Jerry A. Kasner Estate Planning Symposium](https://www.luminik.io/events/jerry-a-kasner-estate-planning-symposium/) 27 to 28 Aug 2026 | Santa Clara, United States | 43 expected attendees | 24+ sponsors and exhibitors | active public discussion > The 22nd Annual Jerry A. Kasner Estate Planning Symposium will be offering approximately 10.0 hours of Continuing Education Credits for Estate Planning Attorneys, Accountants, and related financial services professionals licensed in the State of California. (as described by the organiser) 5. [IPEM Wealth](https://www.luminik.io/events/ipem-wealth/) 2 to 4 Feb 2027 | Cannes, France | 3,500 expected attendees | 12+ sponsors and exhibitors | active public discussion 6. [Charles Schwab IMPACT 2026](https://www.luminik.io/events/charles-schwab-impact-boston/) 27 to 29 Oct 2026 | Boston, United States | 1,722 expected attendees | 6+ named speakers | 3+ sponsors and exhibitors 7. [RIA Edge Orange County](https://www.luminik.io/events/ria-edge-orange-county/) 19 to 21 Oct 2026 | Dana Point, United States | 350 expected attendees | 4+ named speakers | 10+ sponsors and exhibitors 8. [Alternative Investing Summit](https://www.luminik.io/events/alternative-investing-summit/) 6 to 8 Dec 2026 | Dana Point, United States | 129 expected attendees | 1+ sponsors and exhibitors | active public discussion 9. [Annual Family Office Wealth Conference](https://www.luminik.io/events/annual-family-office-wealth-conference/) 14 to 16 Sept 2026 | Laguna Beach, United States | 67 expected attendees | 14+ named speakers | active public discussion 10. [Future Proof Festival 2026](https://www.luminik.io/events/future-proof-festival-huntington-beach-833f8371e270/) 14 to 17 Sept 2026 | Huntington Beach | 24+ named speakers | 24+ sponsors and exhibitors | active public discussion > Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival. (as described by the organiser) 11. [Forum on International Wealth Advisors](https://www.luminik.io/events/forum-on-international-wealth-advisors/) 19 to 21 May 2027 | Cascais, Portugal | 68 expected attendees | 4+ named speakers > The _Forum_ is an annual meeting for an international group of up to 68 senior and highly experienced practitioners working with HNW & UHNW international families on issues relating to wealth protection and succession, cross-border estates, trusts, and tax law. (as described by the organiser) 12. [IPE Iceland](https://www.luminik.io/events/ipe-iceland/) 14 Oct 2026 | Iceland | 29 expected attendees | 12+ sponsors and exhibitors > IPE Iceland 2026 brings together the Icelandic pensions industry’s senior investment decision-makers to explore the most pressing challenges and discuss the forces reshaping the sector. (as described by the organiser) 13. [Barron’s Advisor 100 Summit 2026](https://www.luminik.io/events/barrons-advisor-100-summit-beverly-hills/) 16 to 18 Sept 2026 | Beverly Hills, United States | 22 expected attendees | 20+ named speakers | 1+ sponsors and exhibitors 14. [Invest Fest 2026](https://www.luminik.io/events/invest-fest-tba/) 7 to 9 Aug 2026 | Georgia | 6+ named speakers | 2+ sponsors and exhibitors | active public discussion 15. [TradeIQ x InvestIQ: India's Biggest Trading & Investing Seminar](https://www.luminik.io/events/tradeiq-x-investiq-india-s-biggest-trading-investing-seminar/) 31 Jan 2027 | Varanasi, India | 15,000 expected attendees | 1+ sponsors and exhibitors 16. [Tiburon CEO Summit Fall 2026](https://www.luminik.io/events/tiburon-ceo-summit-fall-boston/) 19 to 21 Oct 2026 | Boston, United States | 450 expected attendees | 24+ named speakers > An exclusive cross-industry forum for senior executives in Wealth & Investment Management (& WealthTech) (as described by the organiser) 17. [Global Family Office Investment Summit](https://www.luminik.io/events/global-family-office-investment-summit/) Oct 2026 | United States | 300 expected attendees | active public discussion 18. [Annual Real Estate Family Office and Private Wealth Management Forum (West)](https://www.luminik.io/events/annual-real-estate-family-office-and-private-wealth-management-forum/) 3 to 4 Jun 2027 | Dana Point, United States | 108 expected attendees | 8+ named speakers 19. [Annual Midwest Ideas Conference](https://www.luminik.io/events/annual-midwest-ideas-conference/) 26 to 27 Aug 2026 | Chicago, United States | 59 expected attendees | 1+ sponsors and exhibitors 20. [ALTSTX 2026](https://www.luminik.io/events/altstx-dallas-d80805804de0/) 9 to 10 Nov 2026 | Dallas, United States | 35 expected attendees | 1+ named speakers 21. [Morningstar Investment Conference SA 2026](https://www.luminik.io/events/morningstar-investment-conference-sa-johannesburg-7813617db030/) 8 Sept 2026 | Johannesburg, South Africa | 22 expected attendees | 17+ named speakers > The Morningstar Investment Conference provides advisers and financial experts with cutting-edge research, expert insights, and thorough analysis. (as described by the organiser) 22. [Delaware Trust Conference](https://www.luminik.io/events/delaware-trust-conference/) 27 to 28 Oct 2026 | Wilmington, United States | 22 expected attendees | active public discussion 23. [InvestOps USA 2027](https://www.luminik.io/events/investops-orlando-f09daf92b186/) 22 to 24 Feb 2027 | Orlando, United States | 2,211 expected attendees | 9+ sponsors and exhibitors 24. [Family Office Forum Germany 2026](https://www.luminik.io/events/family-office-forum-germany-frankfurt/) 22 to 23 Sept 2026 | Frankfurt, Germany | 55 expected attendees | 3+ named speakers 25. [Forum on Family Office Investments](https://www.luminik.io/events/forum-on-family-office-investments/) 16 to 18 Nov 2026 | Canada | 36 expected attendees > These forums bring together senior executives, including family members, and other key stakeholders from single family offices (SFOs) to benchmark approaches, build community, and elevate the collective knowledge on strategic, operational, and long-term planning within carefully designed peer groups. (as described by the organiser) ## How this list is ranked By verified substance, not opinion: published attendance counts, named speaker line-ups, sponsor and exhibitor floors, public discussion, and an organiser-stated audience. Events the catalogue knows most about rank first. An event missing from this list may simply not publish those numbers. Browse all WealthTech events: https://www.luminik.io/events/industry/wealthtech/