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The Future of Investment
and Wealth Management

An immersive 5-day program for professional investors and wealth managers

Available Online and In Person

What Is An Executive Immersion Program?

SVIC immersion programs give established corporations a shortcut to clarity on the threats and opportunities of emerging industry trends. They bring executives into contact with companies and startups leading disruptive innovation, allowing them to see how their own enterprise’s practices and processes need to change if they are to survive and grow over the long-term.

Our immersion programs, conducted through expert-led online sessions or in person in SIlicon Valley, impart this knowledge in the space of just a few days. They provide an intensive, inspirational experience which is sure to boost even the most ambitious digital transformation agenda.

startup innovation map in wealthTech

What Will I Learn?

Our immersion program is made up of sessions with leading companies operating at the forefront of the major trends in wealthtech including:

Micro-Investing

Micro-investing platforms are disrupting the traditional investment advisory market principally through new business models. These companies typically do not take transaction fees but instead charge a low monthly fee. They allow users to make investments of much lower amounts of money than traditional investment firms would be willing to work with. Stash, for example, let’s customers make an investment of just $5. Other startups in this space with significant venture capital backing are Acorns and Robinhood.

Robo-Advisors

The robo-advisor vertical includes companies in the B2B and B2C categories. The latter is led by Wealthfront, which has raised over $100m from investors since it was founded in 2011. In the B2B space, startups like SigFig are serving some of the world’s financial institutions through white-label products. The power of robo-advisors to disrupt stems from their use of algorithms to buy, sell and trade stocks and bonds at a fraction of the cost of human advisors. Combined, startups in the robo-advisor space have billions of dollars under management.

Robo-Retirement

Automated wealth management platforms are also making a play for the trillions of dollars at stake in retirement assets. Companies such as ForUsAll and Guideline are targeting small businesses, offering them a streamlined, high-design experience to manage employee pension plans. Personal Capital, meanwhile, offers a suite of online tools for individuals looking to make investments and save for retirement. Unlike large companies with high overheads and staff costs, robo-retirement firms can afford to accept clients with relatively small amounts of savings.

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Program Agenda

This schedule is tentative and features past speakers and participating companies.
Subject to change without prior notice

Day 1

Introduction to Wealthtech

What is Wealthtech and where is it taking us? Why is it exploding now and what are the forces driving its expansion? These are the questions we answer on day 1 of our immersion program on The Future of Investment and Wealth Management. Learn from Cred, Bambu, AdviceRobo and Wealthbar about how they change the way we organize, spend, and receive our money both as individuals. We explain how startups have capitalized on demographic trends, new technologies and favorable conditions in the financial markets to create new companies that challenge established wealth managers and investment advisors. Trizic, Alkanza, WiseBanyan and Wealthfront illustrate how these dynamics work in practice. We analyze the disruptive business models these companies deploy and see how they are able to cut overheads by as much as 50% compared to traditional wealth management and in the process attract new cohorts of previously underserved customers.

Day 2

Exploiting Market Niches

The journey continues on day two with an exploration of the limits of the wealthtech space as they exist today. How many areas of traditional investment and wealth management are being disrupted? What is the nature of this change and how fast is it moving? We answer these questions through visits to startups operating in a wide range of niches. Hear from Sigfig, Betterment, Ellevest and Personal Capital on how they do robo-advisory. Discover how Addepar create innovation made possible by digital portfolio management. Micro-investing leaders Stash and Acorn, meanwhile, show us how through a strategy of investment in content they are educating, acquiring and retaining a new generation of customers.

Day 3

The ‘Tech’ In Wealthtech

Day three of the immersion program is dedicated to the technologies fueling the disruption of traditional wealth management. We hear from experts in artificial intelligence and machine learning, robotics and blockchain to learn what these technologies can currently do and what they will offer in the future. See how Bitwise, Fundrise, Interactive Brokers, Loyal 3, Stockpile, and Robinhood use emerging technologies to create competitive advantages and provide innovative, market-disrupting products and services.

Day 4

Innovation in Corporate Wealth Management

Having seen and heard how digital is disrupting traditional wealth management on days 1 to 3, on day 4 of our immersion program we challenge attendees to turn words into action. Participatory workshops with leading Silicon Valley experts on design thinking, design sprints, venture capital and open innovation provide executives with the blueprints and frameworks they need to execute on innovation within their own organization. We look at how established wealth management firms like Goldman Sachs, Citi Ventures, Visa and JP Morgan are venturing into the wealthtech space through white-labelling, in-house product development and acquisition of tech talent. An interactive session with Western Union, Silicon Valley Bank, Wells Fargo offer an up-to-the-minute case study on how an established financial institution can turn into an important player inside the fintech ecosystem.

Day 5

The Future of Wealthtech

What’s next for Wealthtech? Day 5 brings the program to a close with its sights firmly set on the future. We learn about market trends still in their infancy and meet the companies seeking to capitalize on those trends. At ForUsAll, Silicon Investing and Guideline we see the cutting edge of fintech’s push into the trillion-dollar industry that is retirement assets. Motif, Headgeable, Artivest meanwhile, show us what a company looks like when it puts ethical investment at the core of its product. We discuss which areas of wealth management are next in line for the application of emerging technology to reimagine the user experience and undercut traditional business models.

Download Full Sample Agenda

Why Should I Join?

Inspiration

Meet the Silicon Valley innovators passionate about using the latest technologies to create new value. Learn the frameworks and methodologies of the experts and embrace innovation with confidence.

Company Meetings

Get Privileged Access To Silicon Valley

Connections

Turn motivation and knowledge into concrete actions with the business development opportunities that make an established business a world-class innovator.

Partnerships

Open Pathways To New Business Opportunities

Education

Gain insight into the digital disruption of wealth management and see how startups exploit the gaps left by established corporations.

Technology Insights

Master Emerging Technology Trends

What Companies Will I Meet?

Insights From Our Previous Programs

Business leader viewing city skyline with digital data overlays.

Business Model Innovation in the AI Age

May 1, 2025

Robotics, AI, coding, and future mobility in a single frame.

Corporate Innovation

The 5 Most Promising Startups in Silicon Valley Right Now

May 1, 2025

Corporate Innovation

True Resilience Is Built Beforehand or Not at All

April 18, 2025

Employee well-being

Why Employee Well-being is Now a Business Imperative

March 27, 2025

Healthcare

The Medical Innovation Paradox – Why We’re Living Longer but Not Healthier

March 27, 2025

Education

From Degrees to Skills: The New Roadmap for Students and Educational Institutions

May 29, 2025

Diverse group of adults engaged in collaborative learning.

Company Culture

The Always-Learning Organization: Why Employee Education is Now a Core Business Strategy

May 28, 2025

Students and teacher using digital devices in a tech-enabled classroom.

Education

Reinventing Education Itself: How Innovation is Reshaping How We Learn

May 28, 2025

Economy

Innovation in the Crosswinds: How the Trump Presidency is Reshaping the Innovation Landscape

May 1, 2025

Business Model Innovation in the AI Age

May 1, 2025

Corporate Innovation

The 5 Most Promising Startups in Silicon Valley Right Now

May 1, 2025

Corporate Innovation

True Resilience Is Built Beforehand or Not at All

April 18, 2025

Employee well-being

Why Employee Well-being is Now a Business Imperative

March 27, 2025

Healthcare

The Medical Innovation Paradox – Why We’re Living Longer but Not Healthier

March 27, 2025

Education

From Degrees to Skills: The New Roadmap for Students and Educational Institutions

May 29, 2025

Company Culture

The Always-Learning Organization: Why Employee Education is Now a Core Business Strategy

May 28, 2025

Education

Reinventing Education Itself: How Innovation is Reshaping How We Learn

May 28, 2025

Economy

Innovation in the Crosswinds: How the Trump Presidency is Reshaping the Innovation Landscape

May 1, 2025

Business Model Innovation in the AI Age

May 1, 2025

What Did Attendees Have To Say About The Program?

I am very thankful to SVIC for organizing this one-week event. It was very helpful to get to know VCs who are investing in new digital technologies, entrepreneurs who are is building these technologies and large companies that are already applying it.

Juan Clariond

Executive Chairman at Dimex Capital & Alis Foods, Mexico

We finished the full week of the financial immersion program here at SVIC. It was a great experience. We are facing digital transformation program in our company, so we were able to meet a lot of companies that are transforming their businesses in Silicon Valley in term of digitalization. I would recommend this kind of program to your company. It’s entirely new experience for us. Thank you SVIC for this opportunity.

Eduardo Perez Vallet

CHRO at Dimex Capital, Mexico

Thank you so much for an excellent program and successful immersion experience with SVIC. We were pleasantly surprised with what we were able to achieve and what we are going to achieve. The program was very well structured, and the choice of organizations from Silicon Valley was very well thought through. Thank you.

Nelson Gasparian

Commercial Director at Bexs Banco de Câmbio, Brazil

Our Recent Programs

Join The Next Program

Price starts at: USD $8900

Enquire us for the Upcoming Program Dates

What Is Included?

Contact Us Today

Start Planning Your Wealth Management Program

+1 (650) 274 - 0214
info@svicenter.com

Let us help you

The Future of Investment and Wealth Management

An immersive 5-day program for professional investors and wealth managers Available Online and In Person

What Is An Executive Immersion Program?

startup innovation map in wealthTech

What Will I Learn?

Our immersion program is made up of sessions with leading companies operating at the forefront of the major trends in wealthtech including:

Micro-Investing

Digital Brokerage

Robo-Advisors

Investing Tools

Portfolio Management

Robo-Retirement

Program Agenda

This schedule is tentative and features past speakers and participating companies. Subject to change without prior notice

Day 1

Introduction to Wealthtech

Day 2

Exploiting Market Niches

Day 3

The ‘Tech’ In Wealthtech ​

Day 4

Innovation in Corporate Wealth Management ​

Day 5

The Future of Wealthtech ​

Download Full Sample Agenda

Why Should I Join?

What Companies Will I Meet?

Insights From Our Previous Programs

What Did Attendees Have To Say About The Program?

Our Recent Programs

Join The Next Program​

Price starts at: USD $8900

Enquire us for the Upcoming Program Dates

What Is Included?

Contact Us Today

Start Planning Your Wealth Management Program

+1 (650) 274 - 0214info@svicenter.com

The Future of Investment
and Wealth Management

An immersive 5-day program for professional investors and wealth managers

Available Online and In Person

This schedule is tentative and features past speakers and participating companies.
Subject to change without prior notice

The ‘Tech’ In Wealthtech

Innovation in Corporate Wealth Management

The Future of Wealthtech

Join The Next Program

+1 (650) 274 - 0214
info@svicenter.com