Finlocity

  • FINANCIAL SERVICES COMMUNITY

    Gain Insights.
    Find Solutions.
    Grow.
    Testimonial Video
  • Green Valley Ranch Resort & Spa
    Henderson, NV

    October 26-28, 2022
    Learn More

Upcoming Events

Henderson, NV
October 26-28, 2022
LEARN MORE
Online Summit
Winter 2022
LEARN MORE
Dallas, TX
May 24-26, 2023
LEARN MORE
Online Summit
Spring 2023
COMING SOON

Featured Thought Leaders

Saumen ​Chattopadhyay

Chief Investment Officer

Lori ​Van Dusen

CEO & Founder

Mark Yusko

CEO & Founder

Katrina Santa Maria

Chief Executive Officer

Harris Nydick

Managing Member

Marguarita Cheng

Chief Executive Officer

Don Trone

Chief Executive Officer

Carl Bain

SVP, Senior Trust Officer

Cara Williams

Global ESG Leader

Mark Cassady

Founder & General Partner

Jennie Devlin

President & CRO

Bob Veres

Owner/Commentator

RESTREAM


3rd XCELLR8 

RIA & WealthTech Summit


Presenter: John Prendergast, CEO & Co-Founder, Blueleaf, Inc.

The Finlocity Channel
Booths

<-- CLICK VIDEO TO ADJUST 

VOLUME ON TOOLBAR 

Learn about what you want, ​when you want, how you want. 

XCELLR8™

Our online summits give

senior executives the 

opportunity to meet and network.

Learn More

The Finlocity Channel™

Watch recently recorded Summit sessions.

Learn More

FinServ Hub™

Easy access to solution information and

demonstrations of the latest innovations.

Search Solutions

VideoVault™

A Video archive with our most insightful webinars, webcasts, and online summits

Watch Recordings

Upcoming Events

Online Media

Community

THE MATERIAL PROVIDED ON THIS WEBSITE IS NOT INTENDED AS A RECOMMENDATION OR AS INVESTMENT ADVICE OF ANY KIND. SUCH MATERIAL IS NOT PROVIDED IN A FIDUCIARY CAPACITY, MAY NOT BE RELIED UPON FOR OR IN CONNECTION WITH THE MAKING OF INVESTMENT DECISIONS AND DOES NOT CONSTITUTE A SOLICITATION OF AN OFFER TO BUY OR SELL SECURITIES.  ALL CONTENT HAS BEEN PROVIDED FOR INFORMATIONAL OR EDUCATIONAL PURPOSES ONLY AND IS NOT INTENDED TO BE AND SHOULD NOT BE CONSTRUED AS LEGAL OR TAX ADVICE AND/OR LEGAL OPINION.  FINLOCITY COMMUNITY, LLC ©COPYRIGHT 2022. ALL RIGHTS RESERVED

PowerMatch™, iLike™, FinServHub™, FinStars™ XCELLR8 Series™, Q4 Forum Series™, The Finlocity Channel™ ARE REGISTERED TRADEMARKS OF FINLOCITY COMMUNITY, LLC.

Terms & Conditions     Privacy Policy