Maximize Your Impact At Family Wealth Report Family Office Fintech Summit 2025
The Family Wealth Report Family Office Fintech Summit 2025 brings together senior decision-makers from the family office, private wealth management, and financial technology sectors. Happening on October 9, 2025, at BNY in New York City, this event serves as a highly focused platform where executives responsible for managing generational wealth, evaluating digital infrastructure, and assessing fintech partnerships meet under one roof.
For vendors and service providers, this event is particularly impactful given the concentration of attendees with direct influence over technology budgets, digital transformation initiatives, and vendor onboarding for ultra-high-net-worth client strategies. The Summit is built around forward-thinking panel discussions, peer networking, and solution-focused conversations. Early outreach gives you the opportunity to frame your value in terms that matter to attendees—security, risk mitigation, operational efficiency, and portfolio growth across generations. Vendelux’s enriched attendee list enables your team to know exactly which executives are attending and what roles and responsibilities they hold before the doors open.
How Sales, Marketing And Revops Teams Can Use This Attendee List
For companies targeting the highly specialized and relationship-driven world of family offices, the enriched attendee data from Vendelux surfaces critical context. Teams can segment key contacts based on enterprise family offices versus multi-family offices, CIOs versus COOs, or U.S.-based wealth managers versus international investment strategists.
This allows your messaging to be refined based on their priorities—whether it’s evaluating new treasury tech, securing cybersecurity solutions, or exploring LP relationships. The enriched conference attendee list gives insight into who owns the decision and what kind of partnerships they’re looking for. Sales teams can use this to book meetings ahead of time with verified decision-makers planning their Q4 investments. Marketers can build campaigns that speak to wealth preservation themes, tech-stack modernization, or intergenerational client servicing. Post-event, follow-up can be done efficiently using accurate contact data and tailored insights, turning on-site conversations into strategic client relationships. That’s how to get more meetings and meaningful conversion before, during, and after the event.
Timing Is Everything
The Family Wealth Report Family Office Fintech Summit 2025 takes place on October 9, 2025. With a concentrated, high-level audience and a single-day format, early engagement is especially important. Identifying and contacting executives ahead of time ensures you’re not competing for attention in a compressed schedule.
Using Vendelux, teams can access enriched attendee data months in advance and build outreach sequences aligned to each prospect’s decision horizon. Whether you’re aiming to introduce a solution pre-event or schedule a strategic meeting in New York, the head start created by Vendelux gives your outreach purpose and precision.
What’s Included In The Family Wealth Report Family Office Fintech Summit 2025 Attendee List?
Vendelux offers visibility into expected executives attending the Family Wealth Report Family Office Fintech Summit 2025, using a combination of organizer-supplied information and predictive insights based on past engagement and industry behavior. Users can upload a list of target accounts to uncover attendee matches and prepare smarter outreach.
Each enriched contact includes first and last name, job title, company name, company website, location details including city, state, and country, LinkedIn profile, verified email addresses, and phone numbers when available.
Where Is Family Wealth Report Family Office Fintech Summit 2025?
The event will be held at BNY in New York, New York, United States.
When Is Family Wealth Report Family Office Fintech Summit 2025?
The event will take place on October 9, 2025.
What Type Of Event Is Family Wealth Report Family Office Fintech Summit 2025?
This is an executive-level summit focused on the intersection of family office management and financial technology innovation. The event includes in-depth panels, curated keynotes, and peer-led discussions on investment strategies, operational risk, tech adoption, and governance in private wealth organizations. It’s a specialized forum for networking, learning, and evaluating new solutions with industry peers.
How Many People Attend Family Wealth Report Family Office Fintech Summit 2025?
The Family Wealth Report Family Office Fintech Summit 2025 is expected to attract a curated audience of senior executives, primarily from the United States. Attendee roles typically include Chief Investment Officers, Chief Technology Officers, General Partners, Data and Security Officers, and senior leaders at service providers focused on the family office sector.
