The Enterprise Summit is Addepar’s premier invitation-only event featuring discussions and insights from select peers and industry leaders, tailored specifically for client-centric firms building winning businesses in the private bank and wealth management space.
Held at GH on the Park in the heart of New York City, this event will engage you through robust panels and sessions on emerging trends and technology, and the opportunity to share in best practices. A welcome dinner will be held September 17 at Fasano Caffè and the Summit will take place September 18.
Kindly note that this event is by invitation only. This event does not accommodate for additional guests. Attendance is limited to those who receive an invitation and RSVP below. Thank you in advance and we can’t wait to share this experience with you.
Listen + Learn
Immerse yourself in the insights of prominent industry voices as they reveal their keys to success and explore the most pressing market trends.
Network
Connect with a select group of peers, discussing the latest opportunities and exchanging best practices in an exclusive setting.
Engage
Join us for an unforgettable event that will include a welcome dinner, reception, panels and roundtable discussions.
Wednesday, September 17
Welcome dinner: Fasano Caffè 6:00-9:00 pm
Thursday, September 18
Addepar Enterprise Summit - GH on the Park
8:00 am-3:00 pm
Happy hour - GH on the Park
3:30-5:00 pm
Check-in and breakfast
08:00 AM
Summit kickoff
09:00 AM
Scale and tech modernization panel
Explore the transformative impact modern technologies have on financial institutions, from attracting clients to achieving scale.
09:15 AM
Alternatives in wealth management panel
Learn how firms use business intelligence and technology to improve transparency and decision-making around alts – assets that are increasingly important to clients despite operational challenges.
10:30 AM
Lunch
11:30 AM
Evolving client expectations and personalization roundtable
Discuss personalized advice and proactive support – enabled by technology – as a top driver for client satisfaction and loyalty.
1:15 PM
Global wealth landscape panel
Consider the forces shaping the global wealth landscape, from demographic shifts and technological advancements to unprecedented generational wealth transfer, with a global lens.
2:20 PM
Closing remarks and happy hour
03:30 PM
If you are looking for a hotel near the venue, here is our list of recommended hotels:
September 17-18, 2025 | New York City