Going 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
How are these visionaries elevating the advice experience?
Supporting our community -as a community.
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
Higher Learning Community Funding
Let's invest in the next generation, and through accessibility and literacy, help them become the designers of the next age of advice delivery through scholarship and fellowship. Texas Tech University, Univ. of Wisconsin Green Bay, FinServ and American College of Financial Services - we support your efforts!
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 2022. At least 50% of ticket sales go to our chosen benefactor partners 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.