Technology is reshaping the financial world at an unprecedented pace. From AI-driven investment strategies to blockchain-enabled private markets, innovation is unlocking new opportunities, increasing efficiency, and redefining how wealth managers engage with clients.
At Future Proof Citywide, we’re bringing together the brightest minds in fintech, investment management, and AI to explore how technology is driving the next evolution of the industry. Whether it’s enhancing portfolio construction, streamlining operations, or personalizing client experiences, one thing is clear: embracing technology is no longer optional—it’s essential.
Can’t Miss Sessions on Technology’s Impact on Wealth Management
AI’s Breakthrough Moment: From Research to Results
AI is no longer just theoretical—it’s actively transforming research, portfolio construction, and client insights. Learn how leading firms are integrating AI to gain a competitive edge, enhance decision-making, and provide deeper, more data-driven client experiences.
Fintech Demo Drop: The Future of WealthTech
The fintech revolution is here, and innovation is accelerating fast. In this high-energy, demo-style session, seven emerging fintech companies will each have seven minutes to showcase their latest tools. Get a first look at game-changing solutions set to reshape the wealth management landscape.
The AI Revolution: Investment Opportunities in a Transforming Market
Technology expert Dan Ives takes the stage to unpack the future of AI-driven innovation. Which companies are leading the revolution? Who’s falling behind? And where should investors be looking in 2025? Gain fresh insights into how AI is transforming industries and how you can position yourself to capitalize on these trends.
How Digital Platforms Are Transforming Private Markets
Private markets are no longer the exclusive domain of institutions—technology is making them more accessible than ever. Discover how enhanced analytics, reporting, and digital platforms are opening new opportunities, streamlining operations, and creating a more efficient, transparent private market ecosystem.
First Impressions Matter: Redefining Digital Onboarding
The client journey starts at onboarding, and first impressions set the tone for long-term relationships. Learn how firms are leveraging modern digital tools to create seamless, efficient, and engaging onboarding experiences that improve client satisfaction and operational efficiency.
The Future of Advice: Blending Human Expertise with Digital Innovation
Advisors face a rapidly evolving landscape—one where technology is augmenting human expertise rather than replacing it. Explore how top firms are striking the balance between high-touch service and digital tools, creating a personalized, scalable approach to wealth management that meets modern investor expectations.
Meet the Innovators Driving This Transformation
Some of the brightest minds in finance and technology will be taking the stage at Future Proof Citywide:
- Robyn Grew, CEO, Man Group
- Dan Ives, Managing Director, Senior Equity Analyst, Wedbush Securities
- Devon Drew, Founder & CEO, AssetLink
- Mike Conover, Founder & CEO, Brightwave
- Shruti Joshi, President & Chief Operating Officer, Facet
- Natasha Kingham, Managing Director, Head of Global Wealth Management Technology, AlTi Tiedemann Global
- Ryan Eisenman, CEO, Arch
- Liz Fritz, Co-founder, F2 Strategy
- Ritik Malhotra, Founder and CEO, Savvy Wealth
- Rob Nance, Founder & CEO, Dispatch
See the full speaker lineup here.
Why This Matters
Technology goes beyond efficiency; it provides a competitive edge. Firms that fail to integrate AI, fintech, and digital solutions into their strategy risk falling behind as the industry moves toward automation, personalization, and smarter decision-making.
At Future Proof Citywide, you’ll get a front-row seat to the innovations shaping the future of wealth and investment management—and walk away with actionable strategies to implement within your firm.
Join the Conversation
- Be part of the fintech revolution.
- Learn how to leverage AI, blockchain, and digital platforms for smarter investing.
- Connect with the innovators shaping the next generation of financial services.
Join us in Miami, March 16–19, for Future Proof Citywide. Register now.
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