# Event Details - **Event Name**: WealthTech Vendor Forum: US, April 2026 - **Event Start and End Date**: Wed, 29 Apr, 2026 at 09:30 am – Wed, 29 Apr, 2026 at 12:00 pm (-04:00) - **Event Description**: Join us for our first WealthTech Vendor Forum: US in 2026, and a chance to engage and learn alongside your industry peers!About this EventDelivered in partnership with EY and hosted at their US headquarters (1 Manhattan West / 395 9th Ave., New York, NY, 10001) on the morning of April 29th, this is the first edition of the WealthTech Vendor Forum: US in 2026 from .Aimed at bringing the US WealthTech community together around the industry and business topics that they all face, this Vendor Forum will deliver insights on some of the core elements of any WealthTech’s go-to-market strategy within the US wealth management marketplace.Through the two-hour morning event, our presenters will deliver insights and learnings covering industry best practices around strategy, marketing, sales, and funding. To start, our host EY will share details of their WealthTech program and how they work with specific WealthTechs to bring them to market. We will then hear short and impactful sessions from partners digging into the best practices today, covering marketing and then sales, before wrapping up with insights into funding and exiting your business.WealthTech 2026: US EditionThe Vendor Forum is hosted in the same location as the WealthTech 2026: US Edition in the afternoon, which runs from 1 pm to 6 pm. Attendees of the Vendor Forum are welcome to stay for the afternoon with the appropriate ticket.We are charging US$50 to attend the Vendor Forum, while the afternoon event is priced at US$500 for non-sponsor/participant vendors. If you wish to attend both, the ticket cost is a combined US$500 (making the Vendor Forum ticket, in effect, free).About the WealthTech Vendor Forum: US, Series:Hosted in the United States at least twice per year, each edition of the Forum will look to deliver a mix of educational and learning opportunities, a consistent mechanism for developing new and existing relationships, a chance to share experiences and engage in business-relevant discussions among peers, and an opportunity to generate a collective WealthTech vendor community.For TWM MembersFor those working for TWM Member firms, tickets are discounted by 50%. A discount code is available, which has been sent to you. Tickets are available on an individual event basis.For non-TWM MembersEarly bird tickets are available at a 15% discount in March. The discount is code TWMEarlyBirdMarch15.Disclaimer:This event is exclusively for technology and related vendors serving or targeting the US wealth management industry. Access to the event is available on a first-come, first-served basis. Tickets are charged and subject to approval.WealthTech 2026🕑: 10:00 AM - 10:05 AMWelcome to the WealthTech Vendor Forum: US, April 2026Host: Stephen Wall, FounderInfo: A quick introduction to the The Wealth Mosaic's WealthTech Vendor Forum: US, April 2026, from our founder, Stephen Wall, and Michael T. Hogg, Head of FinTech Partnerships. EY. 🕑: 10:05 AM - 10:55 AM4 x 12 Minute Go-To-Market Presentations for WealthTechsInfo: Four separate 12 minute presentations on key go-to-market topics for WealthTechs.🕑: 10:05 AM - 10:17 AMTalk #1: The Main Trends Around Capital Raising & M&AHost: Ifram Iqbal, Partner, EY Capital AdvisorsInfo: A view from EY providing on the main trends around capital raising and mergers and acquisitions across the WealthTech landscape. 🕑: 10:17 AM - 10:29 AMTalk #2: The Reasons To Build Partnerships Ahead Of ScaleHost: Charles Smith, III, Principal, Business Consulting, EYInfo: A view from EY covering the main trends around WealthTech innovation and enterprise adoption of cutting edge solutions🕑: 10:29 AM - 10:41 AMTalk #3: Branding Approaches To Stand Out In A Crowded MarketHost: Susan Quinn, CEO, circle S studioInfo: The global wealth management industry is undergoing significant transformation. Rapid technological innovation, evolving regulation, and rising client expectations are forcing firms to rethink how their systems, solutions, and strategies come together to serve the modern investor. As the number of providers and platforms continues to grow, one of the biggest challenges facing wealth technology firms today is not innovation—it’s differentiation. In this session, Susan Quinn, CEO of circle S studio and author of Does Your Business Show Up or Stand Out?, will explore how wealthtech firms can cut through market noise, clarify their value proposition, and position themselves to engage the right audience. Drawing on decades of experience advising financial services firms, Susan will share practical strategies for creating meaningful market presence through clear messaging, thought leadership, and ecosystem thinking.🕑: 10:41 AM - 10:53 AMTalk #4: How AI Is Making Distribution More Important Than CapitalHost: Wim Van Lerberghe, Founder & CEO, Advintro🕑: 10:53 AM - 11:05 AMTen Minute Networking BreakInfo: A short break and a chance to prepare and submit questions for the following go-to-market panel. 🕑: 11:05 AM - 11:45 AMGo-To-Market Panel Discussion & Q&AHost: Wim Van Lerberghe, Founder & CEO, AdvintroInfo: Michael Hogg will moderate a Q&A with the panel of speakers, highlighting the value of community within the WealthTech ecosystem.🕑: 11:45 AM - 01:00 PMNetworking & LunchInfo: Time to take in what you've heard during the morning, and discuss with your fellow attendees over lunch before we start the afternoon session and WealthTech 2026. If your ticket is only for the Vendor Forum, we kindly request you to leave the event before the start of the afternoon event.🕑: 01:00 PM - 06:00 PMWealthTech 2026: US EditionInfo: A full afternoon of content and insights focused on the role of technology across the US wealth management marketplace. See full details here - https://www.eventbrite.co.uk/e/1982430478928?aff=oddtdtcreator - **Event URL**: https://allevents.in/new-york/wealthtech-vendor-forum-us-april-2026/100001986120181929 - **Event Categories**: business, art, fine-arts, literary-art - **Interested Audience**: - total_interested_count: 0 ## Ticket Details - **Ticket URL**: https://consumer.pxf.io/c/1339408/3151484/39691?partnerpropertyid=1191892&MediaPartnerPropertyId=1191892&svlink=14105511&level=1&u=https%3A%2F%2Fwww.eventbrite.com%2Fe%2Fwealthtech-vendor-forum-us-april-2026-tickets-1986120181929 - **Ticket Price Range**: min: 55.2, max: 535.38, currency: USD ## Event venue details - **city**: New York - **state**: NY - **country**: United States - **location**: EY LLP Headquarters - **lat**: 40.7529043 - **long**: -73.9975722 - **full address**: EY LLP Headquarters, 395 9th Avenue, New York, United States ## Event Organizer details - **affiliate_id**: 10 - **organizer**: The Wealth Mosaic (https://allevents.in/org/the-wealth-mosaic/20578782) ## Event gallery - **Alt text**: banner - **Image URL**: https://cdn-az.allevents.in/events7/banners/881aa414dfde3cd44c4600577ec82c4093b67b83360b662d72b6199d0b226371-rimg-w1200-h675-dc051a29-gmir.jpg?v=1774856765 - **Alt text**: thumbnail - **Image URL**: https://cdn-az.allevents.in/events7/banners/9d9c0e3c50efdc04bdede2673e39a7937f5c58b6b6507d534dd06c1dfe4f5d77-rimg-w400-h400-dc061a2a-gmir.jpg?v=1774856764 ## FAQs - **Q**: When is the event happening? - **A:** Wed, 29 Apr, 2026 at 09:30 am (-04:00) - **Q**: Where is the event happening? - **A:** EY LLP Headquarters, 395 9th Avenue, New York, United States - **Q**: What is the ticket price? - **A:** starting from 55.2 up to 535.38 USD - **Q**: Who is organizing the event? - **A:** The Wealth Mosaic - **Q**: What type of event is this? - **A:** business, art, fine-arts, literary-art - **Q**: Where can I find ticket details about WealthTech Vendor Forum: US, April 2026 ? - **A:** You can find ticket details about this event on AllEvents. ## Structured Data (JSON-LD) ```json [ { "@context": "https://schema.org", "@type": "Event", "name": "WealthTech Vendor Forum: US, April 2026", "image": "https://cdn-az.allevents.in/events7/banners/881aa414dfde3cd44c4600577ec82c4093b67b83360b662d72b6199d0b226371-rimg-w1200-h675-dc051a29-gmir.jpg?v=1774856765", "startDate": "2026-04-29T09:30:00-04:00", "endDate": "2026-04-29T12:00:00-04:00", "url": "https://allevents.in/new-york/wealthtech-vendor-forum-us-april-2026/100001986120181929", "eventStatus": "https://schema.org/EventScheduled", "location": { "@type": "Place", "name": "EY LLP Headquarters", "address": { "@type": "PostalAddress", "streetAddress": "395 9th Avenue", "postalCode": "10001", "addressLocality": "New York", "addressRegion": "NY", "addressCountry": "US" }, "geo": { "@type": "GeoCoordinates", "latitude": "40.7529043", "longitude": "-73.9975722" } }, "eventAttendanceMode": "https://schema.org/OfflineEventAttendanceMode", "description": "Join us for our first WealthTech Vendor Forum: US in 2026, and a chance to engage and learn alongside your industry peers!", "offers": [ { "@type": "AggregateOffer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-03-30", "availabilityEnds": "2026-04-29T12:00:00-04:00", "validFrom": "2026-03-30", "lowPrice": "55.20", "highPrice": "535.38", "price": "55.20", "url": "https://allevents.in/new-york/wealthtech-vendor-forum-us-april-2026/100001986120181929" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-03-30", "availabilityEnds": "", "validFrom": "2026-03-30", "url": "https://allevents.in/new-york/wealthtech-vendor-forum-us-april-2026/100001986120181929", "price": "55.20", "name": "Vendor Forum" }, { "@type": "Offer", "availability": "https://schema.org/InStock", "priceCurrency": "USD", "availabilityStarts": "2026-03-30", "availabilityEnds": "", "validFrom": "2026-03-30", "url": "https://allevents.in/new-york/wealthtech-vendor-forum-us-april-2026/100001986120181929", "price": "535.38", "name": "Vendor Forum & WealthTech 2026" } ], "organizer": [ { "@type": "Organization", "name": "The Wealth Mosaic", "url": "https://allevents.in/org/the-wealth-mosaic/20578782", "description": "The Wealth Mosaic (TWM) is a curated, research-led marketplace directory of solution providers and solutions, all relevant to the business needs of wealth managers across the globe. Built with a specific focus on a changing wealth management sector, the TWM marketplace directory consists of thousands of business and solution profiles categorised against a dedicated taxonomy to support their discovery and engagement. For wealth managers, TWM is designed to support their need to be able to more easily and efficiently discover the solutions and solution providers that are increasingly relevant to the needs of their business. For solution providers, TWM is about supporting their positioning, exposure and business development needs in a more complex world. Together, TWM is aimed at narrowing the knowledge gap between the buyers (wealth management firms) and sellers (solution providers) and supporting them to connect and do business. To support and drive that, TWM is a building a deep content resource around the directory and a set of tools and services (online and offline) to help both sides better navigate, connect and understand the dynamic marketplace in which they work." } ] } ] ```