Maximize Your Impact At Trust Advisors Forum 2026
Trust Advisors Forum 2026, taking place on February 22, brings together senior professionals in the wealth management and financial advisory space for a high-level gathering focused on strategy, client service innovation, and business alignment. This forum is designed for decision-makers who manage affluent and high net worth client relationships, define long-term business models, and integrate partner solutions across investment, estate, and succession planning services.
The attendee list will include managing directors, senior wealth advisors, institutional consultants, and platform builders from private banks, RIAs, and multi-family offices. Discussions at the event directly influence vendor selection, partner onboarding, and multi-year strategic initiatives. Early access to Vendelux’s enriched attendee list helps teams identify not just titles, but the context behind each attendee’s role, enabling timely outreach to align with budget cycles and business needs.
How Sales, Marketing and Revops Teams Can Use This Attendee List
Revenue teams supporting financial institutions can use the enriched Trust Advisors Forum 2026 attendee list to map key accounts and engage with budget influencers well before the event. This includes identifying senior executives responsible for technology adoption, client experience platforms, investment partners, and compliance tools.
By filtering contacts by company type—such as private bank vs. independent advisory firm—and decision-making level, outreach can be customized to specific operational or regulatory challenges these firms are addressing this year. Teams can use verified email addresses for direct scheduling, topic-specific messaging tied to attendee interests, and positioning for onsite meetings.
Post-event, contact data enables informed follow-ups tied to event conversations and shared goals. By connecting insights from discussions with enriched attendee data, marketing and sales can extend event momentum into long-term growth opportunities.
Timing Is Everything
Trust Advisors Forum 2026 will be held on February 22, 2026. With strategic initiatives and vendor decisions often planned in Q1, early engagement is necessary to influence the right conversations.
Use Vendelux data now to identify high-fit prospects attending, prioritize them by role or strategic relevance, and begin booking meetings before calendars close. Align pre-event messaging with known attendee interests and firm priorities to increase meeting acceptance rates.
What’s Included In The Trust Advisors Forum 2026 Attendee List?
Vendelux provides visibility into executives expected to attend Trust Advisors Forum 2026 using a combination of organizer-sourced data and predictive intelligence. Clients can upload their list of target accounts and identify matches within the enriched attendee roster.
The attendee list includes first and last names, job titles, company names, company websites, geographic location (city, state, and country), LinkedIn profiles, verified email addresses, and phone numbers where available.
Where Is Trust Advisors Forum 2026?
The event will be held at Pinehurst Resort in Pinehurst, North Carolina, United States.
When Is Trust Advisors Forum 2026?
Trust Advisors Forum 2026 is scheduled for February 22, 2026.
What Type Of Event Is Trust Advisors Forum 2026?
Trust Advisors Forum 2026 is a focused executive event for the wealth-tech and financial advisory industry. It includes structured networking, closed-door discussions, panels on regulatory trends, and strategic sessions on client engagement tools and portfolio management technologies.
How Many People Attend Trust Advisors Forum 2026?
The event is expected to welcome over 300 senior-level attendees primarily from North America, representing RIAs, private banks, insurance-affiliated investment groups, and independent financial advisory practices. Most participants hold senior roles with influence over budgetary and product decisions.
