SEPTEMBER 15-18, 2024 | HUNTINGTON BEACH, CA

BUILDING THE MODERN WEALTH MANAGEMENT INDUSTRY

Join thousands of financial advisors, wealth management executives, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival.

MATT HOUGAN

Future Proof is the best financial conference in history and it's not even close. Most productive, most informative, and most fun.

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TINA POWELL

"Disruptive" seems too tame a term for Future Proof – it's more "envision the unimaginable" and then "make it tangible."

THE NUMBERS SPEAK FOR THEMSELVES

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Anticipated attendees at Future Proof 2024 in Huntington Beach, California
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Financial Advisors, Wealth Management Executives, and Limited Partners
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One-to-one Breakthru Meetings Over Two Days
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Total Firm AUM Anticipated

Future Proof Goes Beyond the Numbers

What Attendees Are Saying

Michael Kitces

Chief Financial Planning Nerd, Kitces.com

Breakthru meetings are a breakthrough. . . The pre-vetting and matching effect of the app increased the likelihood of good conversations.

Stephanie Bogan

Founder, Limitless Adviser Coaching

You’re well on your way to making Future Proof an established staple where “the most modern advisors on the planet” meet up to learn and grow together.

Eric Clarke

CEO, Orion Advisor Solutions, Inc.

In the 27 years I’ve been in the industry I’ve never been to a more innovative conference than Future Proof.

Join The largest meetings program in wealth

Breakthru is Future Proof’s groundbreaking one-to-one meetings program that will facilitate more than 30,000 pre-scheduled onsite 15-minute introductory meetings, making Breakthru the wealth management industry’s largest ever meetings program.

Breakthru is the best way to meet everyone you want to meet at Future Proof!

Experience the industry's only entirely outdoor event

80% C-Level Speakers

80% of our speakers are C-level executives who share real insights. We don't do "pay-to-play". Future Proof is the only large-scale wealth management event that chooses speakers based on merit, not their marketing budget.

Fun, First-Class & Five-Star

At Future Proof, we trade conference halls for sandy beaches. Enjoy a fun, first-class, five-star experience that combines education, efficient networking, brand activations, music, and art in an unforgettable outdoor beachside atmosphere.

breakthru Meetings program

All Future Proof attendees can participate in Breakthru to make meaningful connections with decision makers and allocators, forge valuable partnerships, maximize ROI and meet their business objectives. Each attendee can join up to 24 Breakthru meetings, limited only by availability and mutual interest. All meetings are double opt-in (both people agree to meet each other) and held at tables in an acre of dedicated meeting space at the north end of the Boardwalk.

Mind-blowing Experiences

We've designed 30+ Future Proof experiences to boost your team's growth and learning. Expect everything from communication skill-builders to cultural insights, creative explorations, and even physical activities.

Where headlines are born

What the Media is Saying

The proof was in the execution this year:

Several thousand advisors, asset managers, content experts & fintech founders. . . [gathered] to create an experience that combined professional development, networking & fun.

This is one of those conferences where the social interaction is as important as the content.

Welcome to Future Proof, billed as “the largest gathering of top-tier wealth management professionals, CEOs, CTOs, [&] COOs. . .”

Future Proof rocked RIAs and the industry for a second year. 

The three-day event, produced by Advisor Circle, . . . wowed crowds, who filled six hotels, and showed its concept evolving into an enterprise.

INDUSTRY LEADING PARTNERS

WHAT ARE YOU WAITING FOR?

Join 3,000+ Financial Professionals Building the Future of Wealth

A note from Matt & Josh

Sometimes it can feel like there are more conferences and events for the wealth management industry to choose to attend than there are stock indexes available for investors to track.

It can feel impossible to pick the one event that will have the best experience and community atmosphere that can catapult you and your business into the next phase of innovation and growth.

That’s why we built Future Proof — to give the entire wealth management ecosystem a place to come together, outside, with great speakers, musical guests, and resources like Breakthru Meetings Program to make the best use of your time. And have a lot of fun too.

We’ll see you in September!

Matt Middleton
CEO, Advisor Circle

Josh Brown
CEO, Ritholtz Wealth Management

FREQUENTLY ASKED QUESTIONS

Future Proof brings together top professionals from the wealth management ecosystem to provide insights, workshops, panel discussions, and exclusive networking opportunities, driving growth and innovation in the industry.

Future Proof will be held from September 15-18, 2024, in Huntington Beach, CA. Visit the Plan Your Visit page for information on the nearest airport and recommended hotels. No, the event is not on the beach itself; it is held on the boardwalk next to the beach!

If you work in financial services, we have a ticket type for you. Passes are available for financial advisors, LPs, early-stage startups, growth-stage startups, non-profits, government, academia, editorial media, financial influencers, sell-side analysts, full-time students, centers of influence (accounting, legal, consulting, etc.), and more. Unsure of your pass type? Email us at [email protected].

We are always looking for engaging speakers and panelists to contribute to next year’s event. If you’re interested, please email your proposal to [email protected] for consideration.

Absolutely! Future Proof is an excellent opportunity for team-building and professional development. We offer team packs for financial advisory teams, providing a discount when you purchase three or more passes. Find out more on the registration page.

Breakthru is Future Proof’s tech-enabled event programs designed to provide the wealth management ecosystem with efficient and effective ways to discover, meet, learn from, and do business together. Breakthru Programs consist of hosted and non-hosted meeting programs, peer group discussions, and experiences including group activities, content, and networking events. Learn more on our Breakthru page.

Expect prices to increase every month, which means that the earlier you register, the more you save!

Once you register for Future Proof, you’ll receive a confirmation email with the hotel room booking link. Choose from one of four beautiful hotels in Huntington Beach, all within close proximity to the boardwalk where the festival is held.

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