About Us
Finlocity is a financial services community established in 2017 that connects Registered Investment Advisors, Broker/Dealer Executives, Multi-Family Offices, Bank and Trust Officers, Insurance Professionals, Asset Managers, and FinTech Executives.
Our objective is to provide exceptional insights and networking opportunities for our members through a blend of online summits and in-person forums. We offer high-quality, accredited presentations featuring industry thought leaders who showcase innovative financial technology and investment solutions.
At Finlocity, we aim to stay at the forefront of innovation and empower our members to make informed decisions, enabling them to thrive in the fast-paced world of finance and technology.
Founded
2017
Event Portfolio
Q4 Forums (In-Person)
XCELLR8 Summits (Online)
Q4 Forums (In-Person)
XCELLR8 Summits (Online)
