Maximize Your Impact at eMoney Summit 2025
eMoney Summit 2025, scheduled for October 20–22 at the Philadelphia Marriott Downtown in Pennsylvania, brings together financial professionals, wealth management firms, tech vendors, and client experience leaders to discuss the future of financial planning technology and practice management. Positioned at the intersection of fintech innovation and advisor strategy, this summit attracts senior-level decision-makers actively shaping tech stacks, firm growth initiatives, and client engagement frameworks.
Attendees include financial advisors, RIAs, enterprise leaders, and fintech influencers evaluating new integrations, planning software, and compliance tools. Vendors can expect meaningful conversations around budget allocation, technology adoption cycles, and firm-wide implementation timelines. With high-intent buyers and hands-on tech users in attendance, access to the enriched attendee list gives your team the ability to connect with the right people early—helping convert interest into partnerships ahead of the event.
How Sales, Marketing and Revops Teams Can Use This Attendee List
Sales and marketing leaders focused on fintech, B2B SaaS, financial services, or advisor engagement solutions can use the enriched conference attendee list to identify segments such as RIAs, broker-dealers, or enterprise advisory firms. Use attendee data to prioritize firms based on size, region, or tech readiness. Craft messages that align with budgeting season, regtech goals, or digital client experience enhancements—key themes discussed at eMoney Summit.
Early outreach to financial advisors and CTOs lets teams book demos or planning discussions before the event even begins. Incorporate attendee insights into outbound cadences to drive relevance and secure more qualified meetings. On-site, use the data to target must-meet prospects and follow up with tailored content based on their firm type or technology interests. This list gives you a strategic advantage in connecting with decision-makers during a highly focused industry gathering.
Timing Is Everything
eMoney Summit 2025 takes place from October 20 to 22, 2025. With budget cycles closing and 2026 planning top of mind, this event is a prime moment to get in front of buyers making strategic choices. Outreach should begin well ahead of the fall event to capture attention as firms review vendors and shortlist solutions.
By using Vendelux’s enriched attendee list now, your team can align its outreach with registrant profiles and set meetings before schedules fill up. Getting ahead of key decision windows gives your solutions a stronger chance of being considered during post-event evaluations.
What’s Included in the eMoney Summit 2025 Attendee List?
Vendelux provides visibility into executives expected to attend eMoney Summit 2025 through a combination of organizer data and proprietary predictive insights. Clients can upload a list of target firms to identify attendee matches, allowing for sharper targeting and more relevant engagement ahead of time.
The enriched attendee list includes first and last names, job titles, company names, company websites, locations (city, state, country), LinkedIn profiles, verified email addresses, and phone numbers when available.
Where Is eMoney Summit 2025?
The event will be held at the Philadelphia Marriott Downtown in Philadelphia, Pennsylvania, United States.
When Is eMoney Summit 2025?
eMoney Summit 2025 is scheduled for October 20–22, 2025.
What Type of Event Is eMoney Summit 2025?
eMoney Summit is a financial technology conference designed for financial advisors, planners, and industry professionals. The event features product roadmaps, keynote sessions from industry experts, hands-on workshops, and breakout discussions focused on technology, regulation, and scaling practices. It also serves as a hub for networking with enterprise firms, fintech solution providers, and thought leaders shaping the future of advice.
How Many People Attend eMoney Summit 2025?
eMoney Summit 2025 is expected to attract over 2,000 financial professionals from across the United States. Many attendees hold senior roles such as managing partners, directors of planning, CTOs, and CCOs from independent advisory firms, banks, and large enterprises seeking to improve their digital client experience and operational efficiency.
