Save the dates!
T3 Technology Conferences 2025 & 2026
March 3-6, 2025 | Dallas, TX | #T32025
March 9-12, 2026 | New Orleans, LA | #T32026
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
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
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
Featured Speakers from 2024
Come for the tech, stay for the groundbreaking insights and thought-provoking presentations from our roster of visionary speakers.
Joel Bruckenstein
Columnist, Editor, Publisher
Technology Tools for Today
Craig Iskowitz
Founder
Ezra Group
Ian McKenna
CEO & Founder
Financial Technology Research Centre
Abby Salameh
Chief Marketing Officer, Head of Strategic Relations, and Managing Director
CAIS IQ
Spenser Segal
CEO, Head of Strategic Relations, and Managing Director
ActiFi, Inc.
Shannon Spotswood
President
RFG Advisory
Robb Baldwin
President and CEO
TradePMR
Josh Brown
Chief Executive Officer
Ritholtz Wealth Management
Randy Cass
CEO & Founder
Nest Wealth
Rich Cancro
Chief Executive Officer
AdvisorEngine
Eric Clarke
Orion Founder and Board Member
Orion Advisor Solutions
Reed Colley
CEO & Co-Founder
Summit Wealth Systems
Bill Crager
Chief Executive Officer
Envestnet
Brian Edelman
CEO & Cybersecurity Expert
FCI Cyber
Kunal Kapoor, CFA
Chief Executive Officer
Morningstar
John O’Connell
CEO & Founder
The Oasis Group
Ed Slott
CPA, President & Founder
Ed Slott and Company, LLC
Robert Sofia
CEO
Snappy Kraken
Christopher Stewart
Director of Client Relations
Softpak Financial Systems, Inc.
Oleg Tishkevich
CEO
Invent
Bob Veres
Columnist, Author, Editor, Publisher
Inside Information
Natalie Wolfsen
Chief Executive Officer
Orion Advisor Solutions
Tony Leal
CEO
ABL Tech Consulting
Ned Dane
Chief Growth Officer
AdvisorEngine
Gerard Michael
President & Co-Founder
Smartleaf
Michael Batnick
Managing Partner
Ritholtz Wealth Management
Don’t Just Take Our Word For It…
