Our sponsors are the innovators driving change across the wealth management industry. From cutting-edge tech providers to industry powerhouses, these partners are helping shape the conversations—and the solutions—that define the future of AI in wealth management.
Explore who was behind last year’s event.
Practifi is a CRM and business management platform built for financial advisory and wealth management firms. It brings client data, workflows, analytics, and integrations into one system to help firms automate processes, improve client engagement, and support growth. The platform also includes AI‑powered tools and role‑based features to surfaceinsights and streamline tasks.
Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. Learn more and start a free trial at zocks.io.
