Premier Sponsors

Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud, offering over 200 fully featured services from data centers globally. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies—are using AWS to lower costs, become more agile, and innovate faster. 

To learn more, visit

BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit

Platinum Sponsors

The Advisor Credit Exchange (ACE) is a technology-empowered network that brings together banks and lenders with wealth managers, enabling investment firms and advisors to deliver cash and credit management solutions to build their clients' net worth and meet their financial goals. Our mission is to support the full wealth management cycle. By integrating banking and lending with asset management solutions, ACE has created new opportunities for advisors to help clients achieve financial wellness. 

ACE technology is a breakthrough innovation that empowers Financial Advisors to integrate banking and lending solutions as core components within the same wealth management platforms Financial Advisors already use every day.

ACE is an independent technology firm founded in 2019 by notable industry innovators. ACE now serves over 60 wealth management firms and more than 13,000 financial advisors in delivering holistic wealth management to their clients.

For more information on the Advisor Credit Exchange, please visit

Alkymi transforms enterprise workflows by placing machine learning and automation technology into the hands of business users, turning operational data headaches into a source of efficiency. Alkymi’s core products—Data Inbox and Patterns—allow businesses to extract, analyze, and take action on critical business data in emails and documents. Leading organizations deploy Alkymi to accelerate decision-making, improve customer satisfaction, and empower employees to focus on high-value, rewarding work. For additional information, visit

Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided every day by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of nearly 350,000 team members in more than 50 countries. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering, and platforms. The Group reported in 2022 global revenues of €22 billion.

Get The Future You Want |

The financial services industry is facing pressure on every front to reimagine the way it does business. It’s time to give your people the tools and resources they need to build a new financial sector and new business models that can respond effectively to consumer needs. With SS&C Blue Prism’s digital workforce combining technologies such as RPA, artificial intelligence, machine learning and natural language processing, your employees are liberated to do what humans do best. Instead of spending their day carrying out mundane and repetitive tasks, they can now make a real difference, forging strong relationships with customers, analyzing data to gain competitive advantage, and making great ideas a reality.

For more information, visit

TIFIN Wealth is your AI partner for enterprise growth. TIFIN Wealth helps wealth enterprises identify and drive growth outcomes through customized data science algos enhanced through feedback loops and data signal generation via marketing automation, charitable giving, and investment proposals. 

To learn more, visit

Gold Sponsor

Box (NYSE:BOX) is the leading Content Cloud, a single platform that empowers organizations to manage the entire content lifecycle, work securely from anywhere, and integrate across best-of-breed apps. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, and Nationwide. Visit to learn more.

Supporting Sponsors

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent and innovation led company with 738,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at

At Broadridge, a global Fintech leader with more than $5 billion in revenues, we are shaping the next generation of wealth management by empowering wealth management firms to better navigate a constantly changing industry. Broadridge Wealth is a suite of innovative, market-ready component solutions designed to deliver what’s top-of-mind for every wealth management firm: driving advisor revenue and productivity, digitizing enterprise operations, personalizing the investor experience, and delivering cost efficiencies. Broadridge’s open model allows wealth management firms to tap into one or many components, helping them modernize key parts of their tech stack in line with their strategic needs. Powered by decades of financial services expertise and a proven track record of helping wealth managers drive growth and streamline their business operations, Broadridge is redefining the future of wealth management. For more information about the wealth platform please visit

Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD ~$58 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. We serve clients globally with more than 1,250 employees in 11 regional offices. To learn more visit

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. A subsidiary of TIAA since 2016, we are headquartered in San Francisco. 

MyVest serves broker-dealers, banks, RIAs, and service providers through a SaaS-based delivery model.  MyVest's Strategic Portfolio System™ (SPS) is a cloud-based enterprise platform that enables holistic wealth management across the enterprise in a single unified system.  SPS automates the entire portfolio process, from client proposals and onboarding, through model-based portfolio management, monitoring & tax-aware rebalancing, order management, to performance reporting & billing.  The platform is integrated with multiple custodians, trading hubs, pricing sources, and data providers. 

TTEC is a leading global customer experience technology and services company focused on the design, implementation and delivery of transformative customer experience for many of the world's most iconic and disruptive brands. We deliver outcome-based customer engagement solutions through TTEC Digital, our digital consultancy that designs and builds human centric, tech-enabled, insight-driven customer experience solutions for clients and TTEC Engage, our delivery center of excellence, that operates customer acquisition, care, fraud prevention and detection, and content moderations services. Founded in 1982, our employees operate on six continents across the globe and live by a set of customer-focused values that guide relationships with clients, their customers, and each other. Learn more about our company values and how we support gender diversity, including through a leadership program that empowers the women of TTEC.

Interested in sponsoring this event? Email us at [email protected] to find out more about our sponsorship opportunities.

Charitable Partner