Save the dates!

T3 Technology Conferences 2025 & 2026

March 3-6, 2025 | Dallas, TX | #T32025

March 9-12, 2026 | New Orleans, LA | #T32026

Atmosphere at T3

The T3 Legacy Unfolds

Explore a Past, Present and Future of Pioneering Innovation in Financial Services and Wealth Management


An Idea Is Born

David Drucker and Joel Bruckenstein begin talking about writing a book for financial advisors on using technology to be more efficient.


First Insights Come to Life

Drucker’s and Bruckenstein’s book, Virtual Office Tools for the High Margin Practice, is published by John Wiley & Sons. Virtual Office News, a PDF newsletter launched to supplement the book and ongoing learnings.


The Industry Gathers for Our Inaugural Event

150 advisors and supporting firms attend the first conference held in Fort Lauderdale, FL. The focus of conversations was paperless office, scanning technology, software and compliance.

150 Advisors & Firms
150 Advisors & Firms
600 Advisors & Execs
600 Accounts & Execs


The Biggest Advisor Tech Show of the Year

600 advisors and executives from supporting firms attend the financial services industry’s biggest and most robust annual advisor tech conference, with the majority of conversation focused on the future of the financial planning profession.


The Focus Expands to Enterprise

Drucker and Bruckenstein honored by InvestmentNews, hailed as IA25. Enterprise conference added to provide specialized knowledge for custodians, banks, insurance companies and broker/dealers. Integrations become the focus of most conversations.


David Retires, But the T3 Legacy Continues

David Drucker retires. Joel Bruckenstein continues on, building the T3 legacy. Focus starts to shift to cyber security concerns.


COVID-19 Forces a Shift to Digital

COVID health concerns prevent normal conference participation, so T3 pivots to an all-digital strategy.


T3 Returns, Bigger Than Ever

The annual T3 Conference for Advisors returns! Held in Denton, Texas, with record attendance, showing that the financial services community was eager for the in-person T3 conference to return. A special track for enterprise participants is offered alongside the traditional advisor track. Digital innovation takes center stage.


T3 Marks Its Milestone 20th Anniversary

T3 celebrates its 20th anniversary by booking premium meeting space within the Cosmopolitan Resort & Hotel in Las Vegas. Theme is the past, present and future of the financial services industry, and how emerging technologies and AI/ML will change the landscape.

20th Anniversary
20th Anniversary
What It’s All About​
Bringing Together The Tech, Solutions and Insights Advisors and Enterprises Need To Compete​
In 2003, Joel Bruckenstein and David Drucker had a vision: An in-person gathering of the industry’s leading pioneers, financial advisors, and technology innovators to advance the adoption of tech, keep advisors on the cutting edge, and create better outcomes for the financial advice industry. Twenty years later, T3 is the largest-of-its-kind event focused exclusively on technology solutions for financial advisors and wealth management firms. As advisor-tech adoption grew, Joel and his team added an enterprise track to help financial services executives discover new solutions for their firms, improve their value propositions and gain a competitive advantage.
Bringing Together The Tech, Solutions and Insights Advisors and Enterprises Need To Compete​

Why Attend?

See the Full Financial Services Landscape in One Place

Called “#1 in wealthtech conferences” by Ezra Group’s Craig Iskowitz, T3 offers advisors and enterprises the unique and unparalleled opportunity to absorb everything that matters in the financial services industry, all in one event.

From bleeding-edge tech demos to energizing and insightful keynotes to powerful networking opportunities, T3 is your chance to bring the future of financial services back to your firm.

Hear from

Hear from industry pioneers, thought leaders, and fintech legends. T3’s featured speakers address the challenges top-of-mind for advisors and enterprises.

Learn about what top tech providers are doing. Take advantage of the opportunity to ask questions and get a closer look at what our tech partners have to offer.
Explore the most innovative advisor tech hitting the market. See the new and emerging solutions that will help your firm gain an edge in 2024 and beyond.
Connect with peers, execs, and innovators shaping the future of the financial services industry. Enjoy both 1:1 networking opportunities and larger-scale conversations.
T3 News and Updates

2024 Featured Speakers

Come for the tech, stay for the groundbreaking insights and thought-provoking presentations from our roster of visionary speakers.

Don’t Just Take Our Word For It…

Our Partners

2024 Conference Sponsors

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