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  • Network. Explore. Collaborate.

    Discover the Latest in Investments, Strategies, and 

    WealthTech Solutions.

    Omni® Royal Orleans | New Orleans, LA

    May 21-23, 2025
    Pre-Register
    Sponsor Info
Overview
At The Forum
Venue
Testimonials
Contact Us
Overview

The 4th Annual Q4 Top RIA Forum

The 4th Annual Q4 Top RIA Forum presents an exclusive opportunity for RIAs and Multi-Family Offices to connect with leading solution providers from cutting-edge investment institutions and wealth tech companies.

Over the course of 2.5 days, attendees will participate in insightful roundtable discussions, hear from Industry leading keynote speakers, and enjoy tailored, one-on-one meetings designed to foster meaningful connections and elevate their strategies.

Event Focus

Investments & 
​Platforms

Client 
​Engagement

Practice 
​Management

Front Office 
​Operations

Who Attends

  • Independent RIAs
  • Multi-Family Offices
  • Asset Managers
  • Technology Innovators

Featured Speakers

At The Forum

The Format

General Sessions

This is your opportunity to listen-in on leading industry executives, view new and emerging products & services, and find out what the best are doing to excel in this new era of financial services. General Session presentations of 30-minutes each.

Peer-to-Peer Executive Panels

Your opportunity to start a dialogue with top performers to accomplish your meeting objectives. Peer-to-Peer Panel Discussion sessions will last approx. 40-minutes each. 

RelationshipBuilder™events

Forums feature two RelationshipBuilder™ events to network with other attendees while enjoying great food & drink. Having fun together with new friends becomes the basis for new business relationships. 

PowerMatch™ Sessions

PowerMatch™ Sessions last approx. 20-minutes each and sponsors participate in multiple sessions. To help ensure that your meetings are as productive as possible—we’ll apply our unique iLike™ matching methodology to capture attendee interests and facilitate meaningful introductions. 

Learn more about Q4 Forums
Venue

Omni Royal Orleans

621 St. Louis Street

New Orleans, LA  70130

Testimonials
Contact Us

For general inquiries:

Please reach out to contact@finlocity.com


For press-related inquiries:

Please reach out to contact@finlocity.com


For programming-related inquiries:

Please reach out to alan.giancaterino@finlocity.com


For sponsor/attendee-related inquiries:

Attendees/Delegates: ryan.metzler@finlocity.com

Sponsorship Opportunities: alan.giancaterino@finlocity.com or ryan.metzler@finlocity.com

Sponsors

Disclaimer: The Finlocity Q4 Top RIA Forum, website pages, and all associated content are solely intended for use by financial services professionals and accredited investors only. All other uses are prohibited without express written permission.