Wealth Management.com
Winner
"AdviceTech.LIVE takes home the Wealthie award for Technology Event for Thought Leadership"
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."
Special thanks to our Keynote Community Sponsors
Speed demonstrations of the latest product builds from these FinTech providers.













Supporting our community - as a community.
2023
Invest in Others
The Invest in Others Charitable Foundation makes a difference in communities across the country and around the world by amplifying the charitable work of financial advisors and their firms. By making a gift to Invest in Others you are donating to industry-supported charities across the country.
2023
Leukemia & Lymphoma Society
The collection of AdviceTech.LIVE companies sponsoring our 2023 event has made a special allocation of our charitable impact to honor a selfless contributor to the Wealth Management space in Gavin Spitzner's memory, who we lost earlier this year to AML.
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 Partners 2023. AdviceTech.LIVE is all about 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.