TWM Live 2025, US WealthTech Vendor Forum Agenda
US WealthTech Vendor Forum
13:00 Welcome to the Forum
8th October 2025
Welcome to the event from the team at The Wealth Mosaic. They will provide an overview of the business and a glimpse into the future of what it is bringing to market, as well as an introduction to the event and what attendees can expect over the next day and a half.
Stephen Wall, Founder, The Wealth Mosaic
13:15
A right to win business for community banks and credit unions
Join this not-to-be-missed session where we review the state of wealth management and the opportunities for banks, credit unions, and insurance companies to optimize wealth management to drive noninterest income, deposits, lending, and client retention and acquisition. Learn how third-party marketing companies can help their bank and credit union clients increase wealth management penetration and ignite organic growth.
Margaret Hartigan, CEO & Founder, Marstone
13:35
The real impact of AI in financial services: A fireside chat
14:10 Networking break
A fireside chat with Kelly Waltrich and Joe Steuter. If you don’t have an AI strategy in place, your firm is already behind. Your competitors are leveraging AI to move faster, slash operational costs, and connect with your audience before you even have a chance to hit “publish.” In this candid fireside chat, Kelly Waltrich and Joe Steuter will pull back the curtain on the real-world impact of AI in financial services including how AI SEO, automation, and integrated martech ecosystems are transforming the way firms grow. Drawing on their work inside Intention.ly’s AI Lab, they’ll share hard-earned insights from testing, vetting, and deploying AI-powered tools that actually deliver results.
Tina Powell, Partner, Chief of Community, Intention.ly
Joe Steuter, Chief of Client Strategy, Intention.ly
14:25
14:50
WealthTech sales in the age of AI: Lessons from decades on the front lines
As AI becomes more prevalent across enterprise sales, the human qualities of connection, trust, and soft skills will only grow more essential. Far from replacing the personal side of selling, technology magnifies the importance of authentic relationships. This presentation draws on decades of front-line experience to show how sales leaders can thrive by combining the power of AI with the timeless value of human connection.
Wim Van Lerberghe, Founder, Advintro
Fireside chat: The future of integrations: Why common language wins
15:15 Networking break
Enterprises run hundreds of applications but truly integrate only a minority. This pushes revenue into the future while increasing costs for development today. Treating integrations as products and standardizing the terminology spoken across integrations (mapping data models, standardizing authentication, orchestrating workflows) turns each new business relationship into a reusable growth asset. This talk shows leaders how to cut cycle time, de-risk embedded partnerships, and monetize APIs by going further with standards that are already gaining traction across finance.
A time to network with your peers, sponsored by FinMate AI, a AI notetaker designed by financial advisors specifically for financial advisors.
Michael Partnow, Strategic Advisor, The Wealth Mosaic
Mark Ovaska, CoFounder & CEO, Precept
Daniel Yoo, CEO, FinMate AI
Sponsored by
TWM Live 2025, US Conference Agenda
US Conference – Day 1
8th October 2025
Speaker(s)
16:30
16:50
Welcome and opening remarks
17:15
New clients. New platforms. New expectations: Shaping tomorrow’s WM today
A welcome and introduction to The Wealth Mosaic Live 2025: US conference from the team at The Wealth Mosaic, including Founder, Stephen Wall, Managing Director, Mungo Hamlet, and Strategic Advisor, Michael Partnow. The TWM team will introduce you to The Wealth Mosaic, what it is building and what it represents to the wealth management community in the United States and beyond. Stephen will also provide an update on the business and the exciting developments coming down the line, all of which will be designed to support the needs of the wealth management sector, whether through the directory, content, reports, research, events or broader community developments. They will also introduce the event, its focus, and what you can expect across your time with us.
To win, firms must scale smarter, deliver transparency, and harness technology to drive growth and talent. The wealth management industry is undergoing rapid change as digital-first clients, independent advisors, and multi-family offices reshape the landscape. To stay competitive, firms must leverage modern technology to scale efficiently, deliver personalized and transparent client experiences, and streamline operations while attracting top talent and securing long-term market leadership.
Hamlet, Managing Director, The Wealth Mosaic
18:00
Panel discussion: A view into the future of the US wealth management sector
The panel discussion will look into the digital future of the US wealth management sector, considering what that means for the business, clients, advisers, leaders, products, technology, the wider sector, and more. Look around us, everyone is connected, communicating, consuming, transacting, learning, scrolling. What does that mean for wealth management? Will technology take over, or will the industry find a middle ground, finding the perfect mix of its people-led traditions with the best of the available technologies increasingly in the market? This is a battle for the heart of the industry. What will an increasingly digital industry look like? What is the path forward? How will the people-first model fit alongside a digital-first future?
Richard Hart, Vice President of Product, OneVest
Networking drinkssponsored by Romina Day
Time to network with peers, discuss what you have heard, and share your views. Sponsored by Romina Day, a next-generation AI platform built for financial institutions.
Charles Smith, III, Principal, Business Consulting, EY
Crystal Andrus, Principal Director, Strategic Relationship Management, Envestnet
Robert O'Boyle, Chief Revenue Officer, PureFacts
Mungo
TWM Live 2025, US Conference Agenda
US Conference – Day 2
7:30 Breakfast and networking
8:30 Doing your bit: Humancentred leadership in a wealth-driven world
8:55
Private markets reimagined: Where innovation fuels unified growth
A TED-style talk connecting leadership, wealth management, and Father Michael Doyle’s philosophy of “doing your bit.” This session challenges leaders to rethink success by focusing on relationships, purpose, and legacy in shaping the future of wealth leadership.
9th October 2025
Imagine a world where the doors to wealth the kind historically reserved for the ultra-elite are truly and finally open to more investors. That vision is quickly becoming reality as private markets reach a critical inflection point. Alternatives are no longer niche they’ve become essential. They offer diversification, resilience, and a deeper sense of connection than traditional portfolios can provide. At the same time, financial advisors and institutions are facing pressure to deliver more inclusive, personalized wealth experiences without adding complexity. The demand for access is rising, but the infrastructure to support it has lagged until now. In this session, Cheryl Nash, President of APL at InvestCloud, will share how they’ve reimagined private markets with a managed account platform that simplifies access, scales inclusion, and transforms investing from a privilege into a meaningful opportunity for more investors.
Cheryl Nash, President, APL, InvestCloud
9:20
Panel discussion: Does AI know your clients better than you do?
10:05 Networking break
10:30 Case study: Turning minutes into moments
In a rapidly evolving financial landscape advisors and wealth managers that adopt artificial intelligence are poised to stay competitive and avoid falling behind their peers. Despite the clear advantages, many advisors and firms across the industry are still not prepared to harness modern AI solutions. However, overcoming these challenges presents a significant opportunity for those that lean in with a plan. This session will provide an actionable AI adoption playbook, addressing the unique challenges and opportunities AI presents for advisors and their enterprises. Attendees will gain insights into realworld use cases, understand the necessary steps for AI readiness, learn how to navigate the complexities of implementing AI solutions and how to effectively drive adoption and measure results. This session is designed to engage the audience, explore the most important considerations for AI adoption and provide an actionable playbook to take back to their institutions.
Todd Cooper, Chief Revenue Officer, TIFIN
Jack Fatica, Head of Wealth Management Business Development, Park Avenue Securities
Patrick Sullivan, Head of Technology, Private Advisor Group
John Kowal, CTO, Peapack Private Bank & Trust
Trust isn’t built on numbers alone it’s built on moments that resonate. This presentation will explore how advisors can transform static, fact-heavy communication into short-form interactive video experiences that turn minutes into moment clients remember.
David Navama, CoFounder & CEO, Storyline
Dr. Douglas Clayton, Founder & CEO, Leadership FilmWorks
TWM Live 2025, US Conference Agenda
US Conference – Day 2
10:50
Trusted financial AI in wealth: Proven ROI with deterministic and generative
11:10 Speed networkingsponsored by Precept
12:05 Lunch break
9th October 2025
AI in wealth management must deliver measurable outcomes, not pilots. Communify will share case studies where trusted AI doubled engagement, drove 7x account growth, and improved advisor productivity. From compliance-ready narratives to gamified education, learn how deterministic guardrails combined with generative personalization are redefining the client experience safely, at scale.
Speaker(s)
13:05
Fireside chat: Digital assets at scale: Infrastructure, innovation, and impact
We’ve reached a critical inflection point for digital assets. Stablecoins are gaining traction as a real medium of exchange. Tokenization is poised to unlock liquidity in traditionally illiquid asset classes and decentralized finance technologies aim to reshape core financial functions, including borrowing, lending, and investing, without the need for intermediaries. Institutional players are no longer on the sidelines, but they’re actively engaging. Regulators are accelerating efforts to catch up. And fintech firms are moving quickly to build the connective infrastructure that links legacy systems with emerging digital networks. This transformation requires more than vision. It demands disciplined execution, powered by backend systems built to support and scale the next generation of wealth offerings. In this session, Bill Capuzzi, CEO of Apex Fintech Solutions, will explore the essential role of digital infrastructure in shaping the future of digital assets.
Bill Capuzzi, CEO, Apex FinTech Solutions
Pallav Kapur, Partner and Head of Banking, Synpulse
13:30 Panel discussion: Plotting the future of the US RIA segment
The US Registered Investment Advisor marketplace is more dynamic than ever. The landscape is rapidly changing with many RIA rollup firms leaving their mark on the industry and the breakaway momentum from warehouse firms continuing. The business models of RIAs is equally evolving beyond its core investment management proposition. Lastly, the technology ecosystem available to RIAs has grown dramatically with many leading-edge startups cutting their teeth in the RIA market first. As a result, today’s RIA market is a far cry from the cottage industry it once was. This panel discussion will explore where this industry is headed in the coming years and what to look out for in order to remain competitive in this fast-changing market. Moderated by Alois Pirker, together with Rabih Ramadi, Richard Thoeny, Amit Dogra, and Scott MacKillop, this panel discussion will focus on the status and future projections of the US Registered Investment Advisor marketplace.
Alois Pirker, Founder & CEO, Pirker Partners
Rabih Ramadi, CoFounder & CEO, Avantos
Richard Thoeny, EVP of Product, PreciseFP
Amit Dogra, Entrepreneur & Investor
Scott MacKillop, CEO, SMacK Consulting
Sarah Chubak, EVP Business Development, Communify
TWM Live 2025, US Conference Agenda
Conference – Day 2
14:15 Panel discussion: The wealth transfer no one’s talking about
9th October 2025
As trillions of dollars move to the next generation, advisors are overlooking one of the most profound and underserved client segments: the neurodivergent community. This session unpacks why most firms are unprepared, why families are already being left behind, and how inclusion can unlock not just dignity and access but what may be the single greatest growth opportunity for advisors in the decades ahead.
Speaker(s)
Ryan Marcus, Chief Business & Engagement Officer, Binah Capital
Ann Hynek, Founder, Hestia Wealth and Wellness
Agatha Errante, Founder, The Centsability Project
15:00 Networking break
15:25 Smarter decisions, stronger relationships: The behavioral advantage
16:10 The Future of Wealth Management
16:35 Closing remarks with The Wealth Mosaic
This session, in the form of a fireside chat, will explore how behavioural science, paired with AI, is reshaping the client experience. It will cover why understanding human behaviour is as critical as market knowledge, and how firms can leverage behavioural insights to strengthen trust, improve decision-making, and drive growth.
Michael Partnow, Strategic Advisor, The Wealth Mosaic
Summer Fischer-Tom, SVP, Head of Product Development, Axos
Steve Fogle, CoFounder, Hive Science
Jim Tousignant, Founder & CEO, FinTech Studios
Stephen Wall, Founder, The Wealth Mosaic
