Register

June 29 & 30, 2022 | Program: 11:00 AM - 3:00 PM EDT

This is a must attend online event for 
​RIAs

Family Offices
​IARs

Sponsor Booths
Agenda

The 3rd Annual XCELLR8  RIA & WealthTech Online Summit will provide an opportunity for Registered Investment Advisors, Family Offices, and Hybrid Broker/Dealers to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology solutions designed for the Financial Services marketplace. 

Executive Presentations


Insightful Q & A


Prize Drawings each day!


​​Solution Sponsors

Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth
Visit Booth

Previous Attendees Include

​Agenda


10:45 AM EDT

11:00 AM

11:30 AM

11:35AM

12:05 PM

12:10 PM

12:40 PM

12:45 PM

1:15 PM

1:20 PM

1:50 PM

1:55 PM

2:25PM

2:30 PM

3:00 PM

WEDNESDAY, JUNE 29. 2022

Summit Day 1 Open 

Attendees Login to Session 

Welcome from Finlocity

RISK MANAGEMENT TRACK

“Cyber Tsunami – 

Tactics and True Stories” 

InterWeb Insurance

5-Minute Intermission

Attendees Remain Online

TECH TRACK

“Unifying Paperwork Approvals 

from Multiple Sources”      

Forms Logic

5-Minute Intermission

Attendees Remain Online

ALTS TRACK

“Properly Handling 1031 Exchanges 

and DSTs in a Volatile Economy” 

Four Springs Capital Markets

5-Minute Intermission

Attendees Remain Online

AUM GROWTH TRACK

“A Systematic Tactical Approach to 

Beat the Market

ETF Concepts

5-Minute Intermission

Attendees Remain Online

FIDUCIARY TRACK

“Technology Today

Can Keep the SEC at Bay” 

RIA Compliance Technology

5-Minute Intermission

Attendees Remain Online

SUCCESSION PLANNING TRACK

“Executing

Acquisition and Succession” 

Live Oak Bank

5-Minute Intermission

Attendees Remain Online

PRACTICE MANAGEMENT TRACK

“The Complex Needs of Firms

During the Tech Evaluation Process” 

SS&C Black Diamond

Prize Drawings

Attendees Remain Online

Day 1 Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU TOMORROW!

THURSDAY, JUNE 30, 2022

Summit Day 2 Open 

Attendees Login to Session 

Welcome from Finlocity

PRACTICE MANAGEMENT TRACK

“Designing Client Experiences:

Best Practices for a post-Pandemic World” 

Blueleaf

5-Minute Intermission

Attendees Remain Online

ALTS TRACK

“Utilizing Preferred Investments 

for Income Solutions” 

Ashford Securities

5-Minute Intermission

Attendees Remain Online

RISK MANAGEMENT TRACK

“Empowering Financial Professionals: Making

Insurance Easy & Efficient for RIAs"

Financial Independence Group

5-Minute Intermission

Attendees Remain Online

FIDUCIARY TRACK

“Managing Portfolio Risk & Design

In a Complex Market” 

RiXtrema

5-Minute Intermission

Attendees Remain Online

AUM GROWTH TRACK

“Independent Sponsors and the Future of Lower

Middle Market Private Equity” 

Kingsbarn

5-Minute Intermission

Attendees Remain Online

TECH TRACK

“How to Make Financial Planning

a Breeze for You and Your Clients” 

RightCapital

5-Minute Intermission

Attendees Remain Online

ALTS TRACK

“Investing in Affordable Housing via 

Manufactured Housing Parks” 

Clear Sky Capital

Prize Drawings

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU NEXT TIME!

Sponsors
Agenda

​Registration

Disclaimer: The Finlocity XCELLR8 RIA & WealthTech Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers.  All other uses are prohibited without express written permission.