Attendee Type





Financial Institution/Wealth Management Firm








Non-Wealth Management Firm/Other (Tech Providers, Software Vendors, B2B Solution Providers and Consultants)










Aite Group’s Wealth Management in Transition Executive Forum is an invite-only event and all attendees must be qualified to attend. Please contact us at with general inquiries.

Qualification Criteria
Aite Group's Wealth Management in Transition Executive Forum is open to qualified attendees only. Qualified attendees include senior-level wealth management executives (i.e., Directors, VPs, C-level), or their equivalent; involved in the purchase, evaluation or recommendation of IT or wealth management products/services; and/or responsible for wealth management within their organizations. 

Not qualified to attend are analysts, venture capitalists, media, sales, marketing or consulting staff from non-sponsoring vendor companies. Opportunities for IT executives representing high tech vendors or high tech consulting firms to participate must align with the overall audience and event experience, as well as the goals of participating sponsors. Aite Group reserves the right to limit the number of such participants per company and as part of the event overall. All participants are subject to Aite Group approval.

Additional criteria for qualification are available upon request. We thank you for your understanding as we maintain the quality of this audience.

Disclaimer:  Aite Group reserves the right to cancel an event at any time. Aite Group reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change. For more information, please contact us at +1.617.338-6050.

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For all other inquiries including consideration for event attendance, please contact us at