Annual Family Office Fintech Summit 2026
The Family Wealth Report Family Office Fintech Summit is a technology-focused summit for family office leaders, investors and technology innovators.
BNY, 88 Murray St., New York, NY 10007
- Dates
- 19 October 2026
- Venue
- BNY, 88 Murray St., New York, NY 10007
About
The summit returns for its 11th edition in October 2026 and focuses on the future of wealth management for family office leaders, investors and technology innovators. The 2026 listing names Eton Solutions as a Headline Sponsor, with Deviate Consulting and SumIt Software as Content Sponsors.
Source: clearviewpublishing.com/events/eleventh-family-wealth-report-family-offi
Who you'll find in the room
Family office leaders
Family office leaders
Investors
Investors
COOs
COOs
Investment executives
Investment executives
Wealth-management technology innovators
Wealth-management technology innovators
Featured speakers
6 listedEdward Van Deman
Founder and CEO · Forest Systems
Jason Beutler
Co-Founder and CEO · Robosource
Erin Hulse
Founder & CEO · Deviate Consulting
Brian Smeddy
Head of Operations · Bessemer Securities LLC
Warren Finkel
Managing Director Northeast · Omega Systems
Dylan McArthur
Customer Service Engineer · Forest Systems
Partners on record
6 listedVenue & travel
Venue
BNY, 88 Murray St., New York, NY 10007Questions people ask
5 answeredIt is scheduled for Monday, 19 October 2026.
It is held at BNY, 88 Murray St., New York, NY 10007.
The audience includes family office leaders, investors, COOs, investment executives, and wealth-management technology innovators.
It can be worth attending when the agenda, peer access, and business-development goals match your objectives.
Smart business attire is a practical default for a business event. Choose comfortable shoes and bring a layer for temperature changes.
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