OCTOBER 16, 2025 | NEW YORK, NY
Join us in shaping the future of wealth management
Become a sponsor and showcase your expertise.
We invite you to partner with us as we explore groundbreaking innovations that will transform operations, inrease efficiency, and amplify client and advisor success.
This chance doesn't come around every day.
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.
What can you expect from sponsorship?
Brand Elevation
Gain visibility among key decision-makers and influencers in the wealth management sector.
Executive Network
Build relationships with top executives from large banks, brokers, RIAs, trust companies, family offices, technology providers, and industry experts.
Showcase Solutions
Show how your innovative solutions drove measurable business results to a targeted audience of decision-makers eager to drive efficiency, improve service, and grow revenue.
Exclusive Insights
Receive exclusive access to Datos Insights' latest research and insights, helping you stay ahead of industry trends and challenges.
Create your vision.
Our offerings encompass multiple ways to engage with attendees, influence their thinking, increase brand awareness, and showcase your organization’s capabilities. Select one sponsorship offering or combine them to configure a custom package that aligns with your priorities and budget.
Expert Panel
Showcase your insights during a 40-minute moderated panel discussion on a critical issue
Invite your bank customer to join the panel to share their perspectives on the issue and your partnership
Follow up with key contacts who attend your session
Roundtable Discussion
Co-moderate a 50-minute topic-based roundtable with a Datos Insights advisor and 12-15 banking executives
Collaborate with a Datos Insights advisor to select the topic and frame key talking points
Learn from unfiltered access to market voice on critical issue
Exhibit
Connect face-to-face with decision-makers at your dedicated "headquarters" in our conference expo
Highlight your brand and capabilities in a fully customizable 10'x6' space
Leverage included mobile lead retrieval tech to track and follow up with new connections
All sponsorship packages include:
Access passes for senior leaders from the sponsoring firm.
Participation in Peer Connect, our tech-powered "matchmaking" meetups.
Access to pre-event and post-event attendee lists (title and company).
Promotion of your company brand before, during, and after the event.
But, that's not all.
Reach out to our team to customize your sponsorship package and join these incredible companies in shaping the future.