Maximize Your Impact At InvestmentNews Women Advisor Summit New York 2025
InvestmentNews Women Advisor Summit New York 2025 is a significant gathering focused on empowering women in financial advisory roles across the wealth management and investment landscape. Taking place at Tribeca Rooftop + 360° in New York City on October 21, this summit convenes senior-level advisors, portfolio managers, and firm decision-makers who are steering client strategies and business growth initiatives. It’s a milestone event for firms looking to build connections with high-performing women leaders who directly influence client outcomes and firm-wide priorities.
The event provides a strategic opening to engage with advisors weighing technology integrations, succession planning, and client relationship partnerships. With participants actively exploring solutions that improve practice management and client engagement, this summit creates direct access for companies offering advisory, fintech, legal, and consulting services. Using the enriched attendee list from Vendelux allows business development teams to pinpoint high-value decision-makers, align solution-specific messaging, and establish relationships well ahead of the event date.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The InvestmentNews Women Advisor Summit draws professionals with budget responsibility over practice tools, client management platforms, and portfolio growth resources. Sales teams can use the enriched conference attendee list to identify specific advisor firms by size and specialization. Marketers can segment the data to engage fee-only fiduciaries, hybrid firms, or RIAs with tailored value propositions tied to their client base and regional priorities.
Start building contact rapport using role-specific messaging tied to practice needs, whether it’s compliance automation, alternative investment access, or growth support services. Early coordination helps secure time with advisors shaping client engagement plans heading into Q1. Post-event, these insights allow for direct follow-up with substance—highlighting how your team can support their business planning with tools or solutions that reflect issues discussed onsite. The data helps answer how to get more meetings, convert show-floor chats, and sustain relevance after October 21.
Timing Is Everything
InvestmentNews Women Advisor Summit New York 2025 is scheduled for October 21, 2025. As one of the final major East Coast financial advisory events before year-end planning, timing is critical. Advisors attending are actively assessing vendors for the coming budget cycle, making early engagement especially effective.
With Vendelux’s enhanced attendee profiles available months in advance, sales and marketing teams can identify warm contacts, secure pre-show meetings, and align their outreach to headliners and panelists shaping the agenda. Using attendee insights early can also help prioritize top-tier prospects more likely to convert into pipeline or partnership opportunities.
What’s Included In The InvestmentNews Women Advisor Summit New York 2025 Attendee List?
Vendelux provides visibility into executives expected to attend through a combination of organizer-supplied data and predictive insights. Clients can upload a target account list to identify matches within the attendee base.
The enriched conference attendee list includes: first and last name, job title, company name, company website, location (city, state, country), LinkedIn profile, verified email address, and phone number when available.
Where Is InvestmentNews Women Advisor Summit New York 2025?
The event will be held at Tribeca Rooftop + 360° in New York, New York, United States.
When Is InvestmentNews Women Advisor Summit New York 2025?
InvestmentNews Women Advisor Summit New York 2025 takes place on October 21, 2025.
What Type Of Event Is InvestmentNews Women Advisor Summit New York 2025?
This is a single-day conference dedicated to female leaders in the financial advisory and wealth management sectors. The agenda includes thought leadership keynotes, technical panels, peer-led discussions, and structured networking sessions designed to connect attendees with solutions and partnerships that support advisor growth and firm transformation.
How Many People Attend InvestmentNews Women Advisor Summit New York 2025?
The summit is expected to host between 200 and 300 attendees, primarily from the United States, with participants representing senior positions in advisory firms, broker-dealers, banks, and RIAs. The audience includes firm founders, managing partners, senior wealth advisors, and department leads with measurable business influence.
