WealthTech conferences
WealthTech conferences bring wealth managers and private banks together with firms that build investment and advisory software. They examine how technology supports work such as understanding a client's needs and managing a portfolio. Participants compare approaches to delivering these services while maintaining the controls and information that investment decisions require.
The audience can include asset managers, financial advisors and technology teams responsible for connecting new tools to existing systems. Programs address subjects such as digital advice, portfolio workflows and the use of AI in investment services. Comparing a proposed product with the actual needs of clients and staff helps establish what an institution would need to implement it.
WealthTech conferences in London and Zurich
The Global WealthTech Summit of FinTech Global meets in the City of London in November. The organizer counts 400 WealthTech buyers with a buyer-to-seller ratio of two to one, from wealth management, asset management, private banking, financial advice and retail banking. Two of its themes are AI-assisted advice and the opening of private markets and tokenized assets to wealth clients.
Zurich has formats for the Swiss market. Swiss WealthTech Live of SIX was an all-day event at SIX ConventionPoint for private banks, cantonal banks, external asset managers and family offices, with a keynote on financial information, AI and user experience. The Wealth Mosaic Live held its Swiss edition at the same venue for wealth management leaders and technology firms. WealthTech Connect in Zurich, hosted by the wealth management software company Fincite, appears on Finteda's event list.
WealthTech on the agenda in Germany
Frankfurt has no standalone WealthTech conference. The field appears inside broader programs: Frankfurt Digital Finance covers the digital transformation of Europe's financial industry, and the Crypto Assets Conference at Frankfurt School brings asset managers and banks to digital assets. The fintech conferences page lists the wider calendar with its 2027 dates.
The subjects on stage follow the work inside the firms. A robo-advisor runs the suitability test of MiFID II through a digital questionnaire, AI-assisted advice raises the question of who checks the output, and a wealth platform can now hold tokenized funds next to ETFs. Robo-advisors in Germany and tokenized funds cover two of these subjects in detail.
WealthTech events by Finteda
Finteda brings together senior practitioners who build financial systems in invitation-only meetings hosted inside banks, funds and data firms in Frankfurt, London, New York, Paris and Zurich. The Frankfurt program of Finteda has covered the field directly with a session on WealthTech, RegTech and cloud.
Finance Loop was a partner of the Finteda event AI in Finance Paris on applied AI in wealth management and investment, and of the FinTech Founder & Investor Evening in Frankfurt, which Finteda presented with the law firm Schalast and Fincite. Explore Finteda to learn more about the network and its events.
Upcoming WealthTech events
Which WealthTech conferences have dates for 2027?
The Global WealthTech Summit, Swiss WealthTech Live and the Finteda formats have not announced dates for 2027. The Global WealthTech Summit 2026 takes place on 3 November 2026 at Cavendish Venues, 1 Basinghall Avenue in London, and FinTech Global has not announced the next edition.
Which WealthTech conference fits a private bank or a vendor?
A vendor of portfolio or advice software goes where buyers take meetings, which is the model of the Global WealthTech Summit with its buyer-to-seller ratio. A product owner at a private bank or an asset manager learns more in a smaller room where peers describe how a project ran, the format Finteda uses. A Swiss private bank finds its own market at the Zurich events.
What is WealthTech?
WealthTech is software and digital services for wealth management and private investors, from robo-advisors and digital brokerage to the portfolio tools banks use with clients. The WealthTech answer in the knowledge hub goes through the category and its licenses.
WealthTech conferences and Finance Loop
Finance Loop is the meeting place for people who build and buy WealthTech in Germany, Austria and Switzerland: product owners at asset managers and private banks, advisers, and the founders of investment platforms. Finance Loop holds its events in Frankfurt and also in Munich, Berlin and Hamburg, and lists partner conferences on its events page.
Finance Loop members join these events through a membership. Partners can reach the same people by sponsoring a webinar or a meetup, through the partner program or with the offers on fintech marketing, and Finance Loop travels with delegations to conferences such as Frankfurt Digital Finance.
Finance Loop is a professional network supporting the institutional use of emerging technologies in finance, such as AI, digital payments, cloud and blockchain solutions. Finance Loop helps its members build skills and personal networks in these fields: Investment & Digital Assets, Payments & Digital Money, Digital Infrastructure & Sovereignty, and Risk & Compliance.