INVEST 2023 takes place in New York on June 12-13 and is a key event in the fintech conference calendar for decision makers at advisor firms.

The conference is designed to showcase new technology which can improve advisor efficiency and effectiveness.

By attending the event, advisors will learn:

  • How to make best use of technology to improve their customer experience
  • Ways that technology can boost investment strategies
  • Other practice and client management skills

INVEST attendees will leave the conference with clear ideas for achieving business growth.


The conference takes place at the Hilton Midtown Hotel in Manhattan.  Located opposite the Museum of Modern Art and a short walk away from landmarks such as Central Park, the Rockerfeller Center and Radio City Music Hall, delegates can enjoy the New York City experience.  The hotel provides elegant guest rooms and suites, a concept restaurant and also offers sweeping views of the city.