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.
Time TBD
Hotel Check-In
Get settled in and ready for an exciting few days!
Time TBD
Welcome Social
Join us for a networking event to jump start our wealthtech adventures.
9:30-9:35am Florencia
Opening Welcome
Kick off the day with Purpose, connection, and a vision for what's ahead.
The Art of Connection
9:05am Trina Stone
Why We're Gathered
Explore why WealthTech Connect is unlike other industry events – this is about connection, collaboration, and client-centric growth.
9:30am Kate Baird & Panel
Communication That Builds Trust
How performance professionals can improve communication and drive alignment.
10:10am Craig Wietz
State of First Rate
A global and local business update—Reflecting on our past and where we are today.
10:30am
Break
Segment 1: The Art of Accuracy
10:45am Alex Serman
Performance Attribution: What’s In, Out, and Missing
Dive into the trends shaping attribution—what clients are using, avoiding, and asking for.
After-Tax Benchmarking Roundtable
The Spaulding Group
Peer insights on the rising demand for after-tax performance.
Trading & Rebalancing Masterclass
Jackie Rothaar & Russell Hughey
A hands-on session exploring First Rate’s tools and strategies in action.
Picture This: The Role of a Performance Pro
Nishimwe Goreth and The Spaulding Group
A day in the life of an analyst meets insights from industry research.
Behind the Build of First Rate's Platforms
First Rate Product Heads
An inside look at how First Rate’s platforms are designed for smarter performance, deeper insights, and more powerful data capabilities.
12:10pm Rachel Guy
Giving Back: A Shared Commitment
Discover how First Rate and The Spaulding Group are making a difference—and how you can too.
12:30pm
Lunch
Segment 2: The Art of Innovation
1:15pm
Keynote Sessions
Details to be announced
2:15pm
Break
2:30pm Phil Gobble
Powering Growth Through Partnerships
Spotlight on integrations and channel partners—featuring InvestSuite and NeboWealth.
2:50pm Ahmad El-Katib
Innovation Office & Product Roadmap
Explore how client needs are shaping new products—and how to get involved.
3:40pm Marshall Smith
Where Innovation Meets Opportunity: The Ventures Approach
What we look for in partners, and how innovation is being scaled through Ventures.
Segment 3: The Art of Data
4:10pm Nayan Madhamshettiwar
AI & Agentic Intelligence in WealthTech
How intelligent automation is changing client reporting and advisor workflows.
4:30pm Emily Traxler
The Future of Private Asset Reporting
Client forum on tracking and showcasing private investments effectively.
Evening Event and Dinner
Wind down the day with drinks, dinner, and deeper connections.
Time TBD
Fairwell Breakfast
Enjoy your last opportunity to network before departing.
Time TBD
Hotel Check-Out
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
Registration: $1,000
Please contact our event coordinator, Emily Harvell, for additional questions
