‘The Connections That Move Us Forward’ brings financial advisors and industry leaders to Dallas for three days of product innovation, hands-on learning, and insights from Vanessa Van Edwards, Michael Kitces, Michael Townsend, and more
CHICAGO, October 29, 2026–(BUSINESS WIRE)–Advyzon, a global AI-powered, unified wealth management technology and data platform, today announced details for the fourth annual 2027 Advyzon Conference, taking place February 24–26, 2027 at the Fairmont Dallas.
Registration is now open, with early bird rates available through October. Bringing together financial advisors, investment managers, technology innovators, and industry professionals, the three-day event will offer an inside look at Advyzon’s latest product innovations, emerging AI capabilities, and the technology shaping the future of wealth management.
The 2027 conference theme is ‘The Connections That Move Us Forward’, reflecting the intersection of technology, ideas, and relationships that drive meaningful progress across the advisory industry.
“Technology is changing what’s possible in wealth management,” said Hailin Li, Founder and CEO of Advyzon. “But the ideas that challenge us, the people who inspire us, and the relationships we build are what turn possibility into progress. Because even as technology gets smarter, this remains a relationship business.”
A FRONT ROW SEAT TO WHAT’S NEXT IN WEALTHTECH
At the 2027 Advyzon Conference, attendees will discover how Advyzon is reimagining the advisor experience through smarter, more connected technology designed around the way advisors actually work. Through live demonstrations, hands-on education, and direct access to the people designing and building the technology, attendees will see how Advyzon is translating AI from industry conversation into practical capabilities that change how advisors operate, manage investments, and serve clients. Attendees will hear from voices shaping the wealth management industry, preview Advyzon’s latest innovations, and build relationships that can move their business forward.
Since its 2024 debut, the Advyzon Conference has quickly evolved into one of the most anticipated gatherings in advisor technology – expanding each year in scale, energy, and influence. The 2026 conference tripled in size from the inaugural event in 2024 – click here to view highlights from the 2026 conference.
The 2027 event continues that momentum with expanded opportunities for hands-on learning, deeper product education, and meaningful interactions with peers, partners, and the Advyzon product and leadership team.
