Be a Part of T3’s 20th Anniversary Event

T3 Technology Conference 2024

Jan 22-25, 2024 | Las Vegas, Nevada | #T32024

* Early Bird Rate Ends 11-01-2023 at 11:59pm EST

#T32024

The T3 Legacy Unfolds

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

2000

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.

2002

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.

2004

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

600 Advisors & Execs

600 Accounts & Execs

2007

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.

2014

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.

2015

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.

2021

COVID-19 Forces a Shift to Digital

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

2022

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.

2024

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

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.

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 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

T3 / Inside Information Tech Survey 2023 Open Now – September 2023

Save the Dates! T3’s 20th Anniversary Conference and Celebration

The 2023 T3/Inside Information Software Survey is Now Available

Mark Hurley Report on Cyber Threats

Featured Speakers - More to Be Announced Soon

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

Kunal Kapoor, CFA

Chief Executive Officer

Morningstar

Robb Baldwin

President and CEO

TradePMR

Gerard Michael

President, Co-Founder

Smartleaf

Rich Cancro

Chief Executive Officer

AdvisorEngine

Eric Clarke

Chief Executive Officer

Orion Advisor Services

Bill Crager

Chief Executive Officer

Envestnet

Josh Brown

Chief Executive Officer

Ritholtz Wealth Management

Ed Slott

CPA, President & Founder

Ed Slott and Company, LLC

Don’t Just Take Our Word For It…

T3’s presentation content is the best in the tech space (they even let ME speak), but the biggest draw, for me, is the exhibit hall, which is a comprehensive compilation of the advisor fintech services and programs all on display, with CEOs and senior engineers manning the booths, rather than sales agents.

I am looking forward to one-on-one networking opportunities where I can get the inside scoop from wealthtech firms, catching up with our partners and clients and generating content for our blog from the terrific lineup of speakers. T3 is #1 in wealthtech conferences.

One of the primary benefits of attending the T3 conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. Which makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category.