2022 Theme:
How can Advicetech
empower people to
make better financial
decisions?
A Virtual Showcase
of Advisor Technologies
September 29th, 2022
10am-6pm EST
We Are Live In
It's worth more than just your time.
Wealth Management.com Winner 2021
"AdviceTech.LIVE takes home the Wealthie award for Technology Event supporting Diversity, Equity and Inclusion through it's Benefactor partner investment in the CFP Board's D&I Inclusion initiative."
Snappy Kraken Jolt Award 2022
"Sometimes innovation is the product of necessity and AdviceTech.Live is a great example of just that."
Three Crowns Top Conferences for 2022
"A virtual conference has to be very good to get our recommendation... and [AdviceTech.LIVE] has cracked the code for how to make a virtual event feel beneficial instead of like a slog."
2000+ Expected Attendees
20+ Leading Technology Vendors
$50,000+ Fundraising Goal
Let's do it again together...
2020
CFP Center for Financial Planning
Diversity and Inclusion Initiative
The Center for Financial Planning is a distinct initiative of CFP Board focused on creating a more diverse and sustainable financial planning profession.
2021
Foundation for Financial Planning
Our mission is to help people in need improve their financial lives by expanding access to pro bono financial planning. We envision a future in which all people can benefit from quality financial advice.
2022
AdviceTech Future Builders Fellowship
"What if we invested in our next generation, and through accessibility and literacy, helped them become the designers of the next age of advice delivery through scholarship and fellowship?"
About The Event
Join this crowd-sourced event of fintech companies, professional advisors, thought leaders and media as we create a total immersion program to see what's new from 20 companies and join forces in supporting good works through our Benefactor Partner 2022. At least 50% of ticket sales go to our chosen benefactor partner so that we can all contribute to supportive initiatives in our community. AT.L is all about a building a community co-hosted event where newcomer tech companies have the same opportunities to present as the established players, and the next generation of advice influencers are welcome alongside industry veterans. That is why all enrolled students of financial services education are provided free access so we can inspire them to invent the next generation of advice delivery.