Asset & Wealth Management Summit
Get your brand in front of the Finance buyers at Asset & Wealth Management Summit with geofenced ads.
Date
Nov 10, 2026 — Nov 11, 2026
Venue
Boston Marriott Long Wharf, Boston, MA, USA
About
FinanceAsset & Wealth Management Summit
The Asset & Wealth Management Summit is a pivotal event designed for professionals in the financial advisory sector, specifically targeting the asset and wealth management industry. Set at the Boston Marriott Long Wharf, this summit is an excellent opportunity for attendees to engage with key thought leaders who will delve into the critical theme of 'Accelerating Innovation: AI Adoption & The Human Impact.' This focus emphasizes the rapidly evolving intersection of artificial intelligence and human capital, which is particularly relevant for those charting their firm's AI roadmap or assessing its effects on existing business assets.Participants will gain essential insights into the future of intelligent investing, exploring how firms are currently leveraging AI technologies to enhance operational efficiency and provide more personalized client experiences. The summit will also address significant themes such as workforce implications, cybersecurity risks, and the governance involved in AI transformation. Attendees will have the chance to gain strategic perspectives on how to balance innovation with maintaining client trust in an increasingly automated environment. Moreover, the event encourages networking among industry professionals across various job functions and departments, fostering an environment of collaboration and knowledge sharing.Additionally, the summit offers the opportunity to earn up to 9 Continuing Education (CE) credits, which includes 8.5 General credits and 0.5 Ethics credit, recognized by the Investments & Wealth Institute™ (IWI). This is a valuable aspect for attendees seeking to further their professional development in the financial advisory field. Notable speakers at the summit include the Managing Director and Head of Wealth Management Operations Client Services Group at Morgan Stanley, a Global AI Advisor and Former Head of Go-To-Market at OpenAI, and the Head of Artificial Intelligence at Citi. With such a strong lineup of industry experts, the Asset & Wealth Management Summit promises to be an enriching experience for all participants.
Industry
Finance
Event Details
Industry
Finance
Venue
Boston Marriott Long Wharf
Location
Boston Marriott Long Wharf, Boston, MA
Boston, MA, USA
Website
nicsa.org/summit-2026/Topics
How it works
Advertise at Asset & Wealth Management Summit in 3 steps
Pick your event
You're already here — Asset & Wealth Management Summit is ready to target.
Draw your geofence
Outline the venue, or use our suggested zones, to define exactly where your ads run.
Launch your campaign
Go live in minutes and start reaching attendees throughout the event.
Geofences
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Got questions?
Frequently Asked Questions
Asset & Wealth Management Summit in Boston concentrates Finance professionals in one place, so your ads reach people already interested in your category instead of a broad, untargeted crowd.
Draw a geofence around Boston Marriott Long Wharf in Boston and serve display, video, or CTV ads to the phones inside it — the same audience an exhibitor pays for, without the booth, travel, or staff.
Geofenced event campaigns tend to outperform standard display because the audience is already primed for your category. Run ads during the event, then retarget the same attendees afterward.
Asset & Wealth Management Summit draws Finance professionals, a focused audience for well-targeted advertising.
Pick Asset & Wealth Management Summit, outline the venue with a geofence, set your budget, and launch — most campaigns go live in minutes, with full performance reporting throughout.
