Mon, Oct 25 | Omni La Costa Resort & Spa
Wealth/Stack 2021
Bridging the gap between technology, investment management and practice management.
Time & Location
Oct 25, 8:00 AM PDT – Oct 26, 5:00 PM PDT
Omni La Costa Resort & Spa, 2100 Costa Del Mar Rd, Carlsbad, CA 92009, USA
About the Event
Wealth/Stack 2021 is designed to enhance the way you work and innovate.
Need to find a new custodian for your assets? Looking for insight into how to rebalance portfolios? Want to streamline your CRM and find new automation tools? We've got you covered with Wealth/Stack - your one stop shop for all your tech needs and so much more!
Join us for exciting content that is sure to leave you with tangible solutions for your everyday practice.