Become a sponsor and showcase your expertise. We invite you to partner with us as we explore groundbreaking innovations that will transform the client and advisor experience.
We’re talking about not just a seat at the table, but the opportunity to connect with the right industry leaders, showcase your brand, and contribute to the dialogue around the future of wealth management.
Co-moderate roundtable discussions alongside Datos Insights advisors, positioning your executives as trusted peers rather than vendors. Share how your solutions address the real challenges in the room — from AI adoption and operating model transformation to portfolio customization and client experience — with a targeted audience actively looking to drive results.
Position your brand at the center of the wealth management conversation. Gain visibility among 30-40 senior executives who control multi-million dollar technology and operations budgets — the exact decision-makers evaluating platforms, vendors, and build-vs-buy tradeoffs right now.
Make meaningful connections with C-suite and EVP/SVP leaders from private banks, broker-dealer wealth divisions, trust companies, and family offices. With a small, curated audience and multiple touchpoints — welcome reception, roundtable co-moderation, and networking lunch — every interaction is high-quality and unhurried.
As a sponsor, you’ll gain first-hand market intelligence straight from the room — unfiltered perspectives on executive priorities, pain points, and decision criteria. Combined with privileged access to Datos Insights’ latest wealth management research, you’ll leave with a clearer picture of where the market is heading and how your solutions fit.
The best endorsements come from those who know the experience best—our sponsors. Listen to what they have to say about how the conference not only supported their goals, but also made a positive difference in the industry.
Our sponsorship packages encompass multiple ways to engage with attendees, influence their thinking, increase brand awareness, and showcase your organization’s capabilities. Select one sponsorship or combine them to configure a custom package that aligns with your priorities and budget.
Co-moderate a 45-minute peer roundtable alongside a Datos Insights advisor, engaging an intimate group of wealth management executives in candid discussion on the topics that matter most to them. Your moderator is positioned as a trusted peer — not a vendor — building credibility through facilitation and shared expertise.
Set the tone for the event by co-hosting the evening networking reception the night before the main program. With a relaxed, informal atmosphere, the reception creates natural opportunities for meaningful conversation before the day’s agenda begins.
Exclusive sponsorship of the networking lunch — one of the highest-visibility moments of the day when attendees are most relaxed and open to conversation. A natural complement to the morning’s roundtable discussions, the lunch extends relationship-building into a more personal setting.
Reach out to our team to customize your sponsorship package and join these incredible companies in shaping the future.
