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 12 Aug 2026Mumbai, India 611 expected attendees8+ named speakers1+ sponsors and exhibitorsactive public discussion
  2. Hubbis Investment Forum 15 Sept 2026Hong Kong 156 expected attendees1+ sponsors and exhibitorsactive 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
  3. Jerry A. Kasner Estate Planning Symposium 27 to 28 Aug 2026Santa Clara, United States 43 expected attendees24+ sponsors and exhibitorsactive 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
  4. IPEM Wealth 2 to 4 Feb 2027Cannes, France 3,500 expected attendees12+ sponsors and exhibitorsactive public discussion
  5. Charles Schwab IMPACT 2026 27 to 29 Oct 2026Boston, United States 1,722 expected attendees6+ named speakers3+ sponsors and exhibitors
  6. Alternative Investing Summit 6 to 8 Dec 2026Dana Point, United States 129 expected attendees1+ sponsors and exhibitorsactive public discussion
  7. Annual Family Office Wealth Conference 14 to 16 Sept 2026Laguna Beach, United States 67 expected attendees14+ named speakersactive public discussion
  8. Future Proof Festival 2026 14 to 17 Sept 2026Huntington Beach 24+ named speakers24+ sponsors and exhibitorsactive 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
  9. FPA-MN ASCEND Conference 21 to 22 Oct 2026Saint Paul, United States 300 expected attendees9+ named speakers 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
  10. Forum on International Wealth Advisors 19 to 21 May 2027Cascais, Portugal 68 expected attendees4+ 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
  11. IPE Iceland 14 Oct 2026Iceland 29 expected attendees12+ 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
  12. Barron’s Advisor 100 Summit 2026 16 to 18 Sept 2026Beverly Hills, United States 22 expected attendees20+ named speakers1+ sponsors and exhibitors
  13. Invest Fest 2026 7 to 9 Aug 2026Georgia 6+ named speakers2+ sponsors and exhibitorsactive public discussion
  14. TradeIQ x InvestIQ: India's Biggest Trading & Investing Seminar 31 Jan 2027Varanasi, India 15,000 expected attendees1+ sponsors and exhibitors
  15. RIA Edge Orange County 19 to 21 Oct 2026Dana Point, United States 350 expected attendees4+ named speakers
  16. Global Family Office Investment Summit Oct 2026United States 300 expected attendeesactive public discussion
  17. Annual Real Estate Family Office and Private Wealth Management Forum (West) 3 to 4 Jun 2027Dana Point, United States 108 expected attendees8+ named speakers
  18. Annual Midwest Ideas Conference 26 to 27 Aug 2026Chicago, United States 59 expected attendees1+ sponsors and exhibitors
  19. ALTSTX 2026 9 to 10 Nov 2026Dallas, United States 35 expected attendees1+ named speakers
  20. Morningstar Investment Conference SA 2026 8 Sept 2026Johannesburg, South Africa 22 expected attendees17+ 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
  21. Delaware Trust Conference 27 to 28 Oct 2026Wilmington, United States 22 expected attendeesactive public discussion
  22. InvestOps USA 2027 22 to 24 Feb 2027Orlando, United States 2,211 expected attendees9+ sponsors and exhibitors
  23. Family Office Forum Germany 2026 22 to 23 Sept 2026Frankfurt, Germany 55 expected attendees3+ named speakers
  24. Forum on Family Office Investments 16 to 18 Nov 2026Canada 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
  25. International Forum for Family Office Leaders Oct 2026Portugal 32 expected attendees This high-level gathering will bring together family principals and Family Office leaders from across the FBN network to engage in strategic dialogue, share insights, and explore forward-looking approaches within a confidential and trusted environment.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. The events the catalogue knows most about rank first, which favours the events with real gravity. An event missing from this list may simply not publish those numbers, and the full WealthTech listing carries every one we track.