Huntington Beach, California boardwalk view

Welcome To Future Proof

What is Future Proof?

Future Proof is a groundbreaking new wealth festival set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture, and impact. It’ll be the most meaningful national conference for the financial planning profession, wealth management, and financial services industry.

Future Proof covers the technology (FinTech) and trends set to fundamentally reshape wealth management. The event brings together an entirely new community of financial advisors,  institutional investors,  asset managers, FinTech startups,  financial creators,  activists,  artists,  musicians, and other critical stakeholders around an unprecedented experience and agenda. Future Proof will provide an unmatched opportunity for conversation and collaboration that will serve as a catalyst in developing the future of wealth management and the financial services industry while changing the perception of financial advisor conferences.

The four-day citywide event will be held September 11-14, 2022, in Huntington Beach, California. More than 3,000 attendees, including 1,500+ financial advisors and institutional investors, as well as over 150 sponsor companies, are expected at the inaugural event.

We have reserved four landmark hotels in Huntington Beach to host the event as a citywide experience. The festival will feature a half-mile-long outdoor space with multiple stages, experiential marketing activations, and learning opportunities. Attendees will enjoy an incredible collection of resorts, restaurants, and networking experiences, all contained within a walkable footprint along Southern California’s sunny coast. Future Proof will set a new standard for in person events in the United States and North America that organizers cannot replicate in a virtual format.

What Makes Future Proof Different? 

The Future Proof festival will be one of the largest in person events (non-virtual format) for financial advisors in North America. We built a completely new event platform focused on:

The Experience

Future Proof is a first-of-its-kind immersive citywide experience designed to inspire and push people and companies past their comfort zone. To support financial services firms, advisory firms, and business owners becoming more creative more collaborative. It’s time to take action – to create the future.

Future Proof is a real-life experience in the form of an annual conferencenot a virtual event.

The Content

Future Proof is the first wealth event that is not “pay-to-play.” All companies must apply to speak. There are no exceptions. Say goodbye to the sales-focused conference agenda that you see at many other wealth management industry conferences.

Diverse perspectives and people matter, so we intentionally invite experts from other industries—like pop culture, music, and art—for inspiration. This event will be much larger than your typical investment management or asset management industry.

The annual conference agenda will not be something you’ve seen at other industry conferences. The program will explore new asset classes and financial technology (FinTech), while bringing together industry heavyweights, financial institutions, and your fellow advisors and advisory businesses for this new look community event.

The Audience

You cannot expand your perspective and think differently if you are not exposed to a broad perspective.

Breakthrough requires a commitment to new frontiers and questioning rational thought.

Future Proof’s audience is the most engaged multi-generational investor audience in the market. It is purposely not limited to traditional finance.


Why Participate?

Let’s make headlines together! With more than 3,000 attendees, 1,500 financial advisors and institutional investors, 150 sponsor companies, 100 media & press representatives (including CNBC and the Wall Street Journal), hundreds of financial planning CEOs, and membership association participants, Future Proof is the leading event platform for the wealth management and financial services ecosystem to share important investment news and insights.

We invite you to join us at Future Proof, the world’s largest wealth festival.

Matt Middleton

Matt Middleton is Co-Founder and CEO of Advisor Circle, a content and product studio for the financial services industry and the creator of the world’s first wealth festival, Future Proof. 



Future Proof is set to bring together the world’s most prominent figures and emerging minds to explore the intersection of money, tech, culture and impact.


Future Proof brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, investors, financial creators, activists, artists, musicians and other key stakeholders around an unprecedented experience and agenda.






Attendee Experience

Wheel of Impact

Event attendee enjoying the prize wheel

Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.

Poppin’ Pitch Lounge

Popcorn lounge set up for photo ops

Nobody likes to be pitched, but the truth is we all need a little help keeping up to speed on our dynamic industry. The What’s Poppin’ Pitch Lounge sets the tone, giving you intimate access to short and punchy demos from the most innovative fintech companies in the world. Grab a bag of popcorn, sit back, relax and absorb the next wave of innovation impacting the world around you.

Future Proof Beach Bash

Surfboards propped up on Huntington Beach

Sunday, September 11, 2022

The Future Proof Beach Bash with the iconic Surf City as the backdrop will be your kickoff to Future Proof. Join your fellow attendees as we watch the sun dip into the Pacific Ocean. Walk the Future Proof Boardwalk, sampling the local cuisine and cocktails as you explore all our festival has to offer, giving you a taste of what you can expect over the coming days.

Future Proof Surf City Crawl

Crowd browsing various kiosks

Monday, September 12, 2022

What good is an event if you don’t experience the local scene? Join the City Crawl and take advantage of two newly added Entertainment Districts complete with amazing local hotspots, including some of the best breweries and eateries in SoCal, all walkable from your hotel and the Future Proof Boardwalk.

Future Proof Closing Night Concert

Concert-goers watching performance

Tuesday, September 13, 2022

We convert the Boardwalk from an interactive learning environment to an immersive art and music experience. The evening is capped off with a concert headlined by one of the most dynamic up and coming artists taking today’s music scene by storm. Stay tuned for updates as we announce performers and more, creating a truly unique experience.

Scoop Ice Cream Parlor & Lounge

Ice cream food truck

Get the latest scoop on pivotal industry topics and current events affecting the wealth space. By leveraging our robust event technology, you’ll have the opportunity to create both peer-led and industry-led roundtable-style discussions. Learn more about the most pressing topics impacting the future of wealth. These hard conversations are made easier as you and your cohorts grab some ice cream and settle in for an informal yet highly engaging conversation.

Health Is Wealth Center

Yoga mats laid out for workout

Physical and mental health is the cornerstone of any successful long-term wealth plan. But for years, our industry has prioritized work over health, leading to unhealthy lifestyles and employee burnout. The Health Is Wealth Center provides a warm and relaxed setting, allowing attendees to come in and recharge, grab a drink from the juice bar and eat healthy snacks. The space will also be home to daily group yoga and fitness classes as well as meditation sessions.

Brewing Lounge

Coffee bar on Huntington Beach

You can’t expand your perspective and think differently if you aren’t exposed to a broad perspective. That’s why our speaker faculty isn’t limited to traditional finance. The Brewing Lounge will bring out-of-industry experts to present their visions for a new world of wealth. To help fuel the conversations, we’ve created a true coffeehouse feel complete with baristas just waiting to pour you the perfect cup of joe.

Social Audio Experiment

Small crowd listening to performer sing

Podcasts are all the rage, as they excite and entertain audiences from afar. Future Proof changes the game, as we invite your favorite podcasters to host their shows live from the festival. Forget passive listening. Future Proof’s Live Podcast sessions allow you to interact directly with your favorite podcast creators as they record live episodes just feet from the Pacific Ocean.

Ocean Stage

Concert happening on Huntington Beach

As the beating heart of the boardwalk, the Ocean stage will feature seating for over 500 and have the look and feel of a concert venue on the beach. The ocean stage will host a range of exciting content from industry-changing keynotes to the closing concert featuring today’s biggest musical acts.

PCH Stage

Event attendees listening to a panel discussion

The Pacific Highway stage is the most versatile stage at Future Proof. With countless setup options, the PCH Stage is your go-to spot for industry insight and innovation, all while staying current with the latest trends in money, culture, tech and impact.

Future Proof Live

Production stage setup

Future Proof Live is our full-production broadcast studio strategically placed at the heart of the Boardwalk. Our very own Future Proof anchors will provide all-day commentary featuring casual speakers and celebrity interviews as well as unexpected guest appearances. Future Proof Live extends our one-of-a-kind experience to a larger audience virtually.

Future Proof Creator Corner

Woman recording a video for social media

rhe Creator Corner is built to support creators, creatives and brands. It’s equipped with a podcast recording studio and first-of-its-kind Collab Lab. The podcast area will afford attendees the ability to record podcast sessions and will feature podcast consultants helping to answer questions of both existing podcast hosts and aspiring creators. The Collab Lab is where asset managers and fintech companies collaborate with leading and emerging finance influencers. Looking for engaging content built for the modern financial professional or investor? We offer high quality video and audio production for all your creative needs.