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Conference

Wealth Stack

25 - 26 Oct 2021Add To Calendar
Omni La Costa Resort & Spa, Carlsbad, USA
AboutFollowers 5ReviewsExhibitorsPhotosSpeakersTravel Deals
Status of this event could not be verified by our team. Please check with the organizer before visiting.

The first event of its kind. Bridging the gap between technology, investment management and practice management. Wealth/Stack has been created to address current technological disruption in the industry. Giving advisors much-needed insight to be able to future-proof their business and thrive.


Timings

09:00 AM-06:00 PM (expected)
Not Verified

Entry Fees

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Participants

100 - 500
Delegates
Based on previous editions

Category & Type

Conference
Banking & Finance

Editions

Oct 2021 Interested
+1 more edition

Frequency Annual

Official Links

WebsiteContacts


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Online Editions
Wealth & Stack Live 01 - 03 Dec 2020
Different Located Editions
Phoenix, USA08 - 10 Sep 2019
7 Followers

Organizer

LogoSend Stall Book Request

Informa Markets - Boulder, USATop Rated

USA294 Total Events / 77 Upcoming Events248+ Followers

User Community [ Users who have shown interest for this Event ]

John McKinley

John McKinley

Financial Advisor at Fortify Wealth, Inc

St. Louis, United States
Rodman David

Rodman David

Manager at UTT

Oklahoma, United States
Bartlett, Brenda

Bartlett, Brenda

CEO at PWL Capital Inc.

Montreal, Canada
glenn meyers

glenn meyers

Software sales at Zacks

Chicago, United States
Christine LeGrand

Christine LeGrand

Financial Advisor at CLG

San Francisco, United States

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Omni La Costa Resort & Spa

2100 Costa Del Mar Rd, Carlsbad, CA 92009
USA

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