June 15-17, 2022 | Gaylord Texan Resort & Convention Center Grapevine, Texas


Be a part of the essential community that’s reimagining the future of wealth management. Join us for three days that will leave you inspired and asking, where to next?

Join Us In Texas. It’s Been Worth the Wait.

Want to dive deeper into the latest trends in the industry? 

At INSITE, you’ll find immersive learning experiences that will help you start reimagining how you and your teams will take on tomorrow's challenges. Don’t just hear from industry innovators, meet and engage with the leaders who are disrupting it. This is your opportunity to find out what’s energizing the top minds in the business.

Love networking?

So do we! Build life-long connections with the top advisors and influencers in the business. Reconnect with familiar faces in person to discuss ideas with the leading practitioners in their fields. We’re passionate about growing the next generation of the industry. Meet with university students who are getting ready to begin the careers.

Looking to build your business?

Get to work on your growth plan with all the latest actionable ideas to drive new thinking for today and beyond. Get a first look at the newest digital products and services and interact directly with the teams innovating those experiences.

Keynote Speakers

If you like what you see, mark your calendar and get ready for an elevated experience.

2022 by the Numbers

  • Highlights
  • 3
  • 80+
  • 140+
    Asset management firms and technology providers

Get inspired

If you like what you see, mark your calendar and get ready for an elevated experience in 2022.

Our Sponsors

Interested in sponsoring INSITE 2022?