Online Summits
Finlocity

  • XCELLR8™  Online Summits

    XCELLR8™ Online Summits are virtual events providing a structured platform for advisors and home office executives to connect, learn, and gain insights from various leading financial services professionals, solution providers, and thought leaders. 


    Summits feature engaging, peer-to-peer, industry panels, keynotes, solution presentations, and expert case studies.

Online Series

Featured Recordings

XCELLER8 RIA & WealthTech Summit | Succession Planning Track

"Executing Acquisition and Succession"

Presented by Nick Parker, Live Oak Bank

XCELLER8 RIA & WealthTech Summit | Fiduciary Track

"Managing Portfolio Risk & Design in Complex Markets"

Presented by Yon Perullo, Rixtrema

Q4 Forums
Top RIA Forum | May 2024
BD Exec Forum | October 2024
Sponsorship Info
Digital Booth Form
Testimonial Videos

Online Resources

XCELLR8 Summits
2023 Completed Forums
FinServ Hub™
Tech Hub
Equities Hub
Services Hub

Community

About Us
Mission
Contact
The material provided on this website is not intended as a recommendation or as investment advisor 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. Finlocity Community, LLC©2017-2024. All Rights Reserved.

PowerMatch™, iLike™, FinServHub™, FinStars™ XCELLR8 Series™, Q4 Forum Series™, The Finlocity Channel™  Are registered trademarks of Finlocity Community, LLC.

Privacy Policy