As WealthTech evolves, the power of crafting meaningful connections drives the industry forward. First Rate WealthTech Connect brings this vision to life by focusing on intentional design, collaboration, and innovation.
Join us in Dallas for an unforgettable experience that blends networking, idea sharing, and the artistry of WealthTech. From thought provoking keynote speakers to dynamic interactive sessions, this event is your chance to explore how strategic and purposeful creativity is shaping the future of wealth management.
WealthTech Designed to Empower, Simplify, and Inspire
Times and topics are subject to change.
All times in CT.
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Hotel Check-In
Get settled in and ready for an exciting few days!
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Welcome Social
Join us for a networking event to jump start our wealthtech adventures.
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The Art of AI and Data Insights
Explore how artificial intelligence is transforming data into actionable insights
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The Art of Performance and Reporting
Dive into the nuances of private assets and best practices in reporting.
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The Art of Leadership
Join us for a First Rate State of the Union on the future vision of the company.
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The Art of Connection
Discover how First Rate Ventures is driving innovation and strengthening the ecosystem.
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The Art of Progress
Join us for updates from First Rate's Innovation Lab and insights into product evolution.
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The Art of Expansion
First Rate will share an update on its expansion into global markets for growth, impact, and partnerships.
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The Art of Engagement
Hands on opportunity to collaborate, learn, and provide input.
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The Art of Conversation
Relax and connect over a Whiskey and WealthTech fireside chat over thought provoking discussions and fine whiskey.
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Fairwell Breakfast
Enjoy your last opportunity to network before departing.
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Hotel Check-Out
Luminary Sessions
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Presentation and Keynotes
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Sessions and Labs
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Events and Networking
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Events and Networking
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Presentation and Keynotes
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Sessions and Labs
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Luminary Sessions
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Presentation and Keynotes
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Presentation and Keynotes
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Presentation and Keynotes
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Presentation and Keynotes
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Events and Networking
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Presentation and Keynotes
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Sessions and Labs
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Luminary Sessions
Discover the latest trends in creativity and get inspired by creative leaders.Read More
Frequently asked questions, about the conference
WealthTech Connect, brought to you by First Rate, is where the most inventive and forward-thinking professionals and industry leaders come together to discover emerging trends in wealthtech technology.
Registration
Early Bird Special: $500 (Deadline 3.31.25)
Full Price Registration: $1,000
Please contact our event coordinator, Emily Harvell, for additional questions
