Summits & Forums
Tenth Family Wealth Report Family Office Fintech Summit 2025
Thursday - 9th October 2025
TBC – New York City
NY, United States
Overview
The Tenth Family Wealth Report Family Office FinTech Summit is an exclusive in-person event in New York, tailored for family offices and wealth managers seeking to harness the latest advancements in technology to optimize operations and drive success. This premier gathering combines thought leadership, networking, and hands-on demonstrations of cutting-edge tools to address the unique challenges and opportunities in the industry.
- Expert-led sessions on emerging trends in operations, digitization, and implementation.
- Live tech demos showcasing innovative solutions to enhance efficiency and client service.
- Engaging discussions on key topics such as cybersecurity, ESG integration, automation, and portfolio management.
- Networking opportunities with peers, technology providers, and thought leaders in the field.
Join us to explore actionable insights, discover transformative technologies, and build the connections that will future-proof your organization in the evolving world of wealth management.
Contact Us
For the summit program, logistics, attendance, speaking and sponsorship opportunities, email: theodora.viney@clearviewpublishing.com
To register to attend, please fill out your details here.
Logistics
Date and Time
Date: Thursday 9th October - 2025
Time: 8:00 am – 6:00 pm EST
Venue
TBC – New York City
Address: NY, United States
Agenda
8am Registration and Breakfast
9am Welcome
9.15am Keynote 1
9.35am Panel Discussion 1
10.15am Fireside chat 1
10.35am Break
11.05am Panel 2
11.45am Tech Demo Round (3 slots)
12.45pm Break
1.45pm Keynote 2
2.05pm Panel 3
2.50pm Tech Demo Round (3 slots)
3.25pm Break
3.55pm Panel 4
4.25pm Fireside chat 2
5pm Summit Close
Cocktail Reception with Networking
(Agenda times are subject to change)
About our Sponsors
Headline Sponsor
Eton Solutions is a software and services company that was founded to handle the complexities associated with servicing ultra-high net worth clients. Our vision is bolstered by a belief that a holistic, integrated platform and support from a team of skilled experts can enable single family offices, multifamily offices, and professional services firms to completely reimagine the value they can provide to their clients. Our priority is giving family offices the tools they need to be more accurate, more efficient, and more effective at delivering premium services to their valued clients. Our solution to the challenges family offices face is our integrated platform, AtlasFive. It acts as an operational platform and one source of truth for all data, which improves accuracy, optimizes efficiency, and reduces risk. As the future of the family office evolves, we are proud to lead the way to reimagining what a family office can achieve. With less time spent on recurring tasks, data entry, and spreadsheets, employees can focus on the office’s priority: achieving the goals of the family it serves.
Content Partners
Deviate Consulting is a professional services firm that focuses on software selection, implementation, and back-office services for single and multi-family offices. Deviate is an independent, objective partner serving the best interests of our clients, resulting in successful long-term relationships. Deviate was founded in 2015 in Indianapolis and has a team of 20 consultants throughout the country.
As a multi-award-winning managed service provider (MSP), Omega Systems is passionate about delivering the security and compliance expertise today’s businesses need alongside the responsive and reliable managed IT support they deserve. Omega’s service-driven IT solutions portfolio includes 24x7 managed IT support, cybersecurity risk management, managed detection & response (MDR), backup and disaster recovery, IT compliance services and more. Serving financial firms across the U.S. and internationally – including family offices, RIAs, hedge funds, and other investment firms – Omega Systems delivers a superior and satisfying customer experience unparalleled by other MSPs.
Tech Demo Sponsors
BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com
Register
Contact us
- To register to attend, please fill out your details here.
- For the summit program, logistics, attendance, speaking and sponsorship opportunities, email theodora.viney@clearviewpublishing.com
Headline Sponsor
Content Partners
Tech Demo Sponsors