T3 Conferences | Joel Bruckenstein
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Praise for T3 2023

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T3’s presentation content is the best in the tech space (they even let ME speak), but the biggest draw, for me, is the exhibit hall, which is a comprehensive compilation of the advisor fintech services and programs all on display, with CEOs and senior engineers manning the booths, rather than sales agents.  It’s an opportunity to do all your technology due diligence in a couple of days, and see all the latest, newest and most interesting innovations all in one place."

~ Bob Veres, publisher of Inside Information and co-producer of the annual T3 / Inside Information Survey
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T3 is always one of the first conferences I put on my travel plan in any year. In my view, it is a must attend event. No other conference brings together so many US advice-tech suppliers in a single environment. It is an unparalleled opportunity to catch up on all that is new in American advisor technology.”

~  Ian McKenna fintech founder, columnist & financial services futurist
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There is nothing in the industry quite like T3 — an opportunity for advisors, firm executives, consultants, analysts, partners and the press to have a conversation about what's important, what's happening, and what's next. I can't wait to share my thoughts on the T3 stage soon."

~ Aaron Klein, Co-Founder and CEO, Riskalyze
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Technology occupies a central role in wealth management and informs much of what we do at RLR Strategic Partners and in my other roles in the industry. If you want to lead, you have to stay at the cutting edge of technology, and I’m looking forward to the T3 Conference’s presentations, sharing and connections as keys to maintaining that edge."

​~ Larry Roth, Managing Partner of RLR Strategic Partners
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I am looking forward to one-on-one networking opportunities where I can get the inside scoop from wealthtech firms, catching up with our partners and clients and generating content for our blog from the terrific line up of speakers. T3 is #1 in wealthtech conferences."

​~ Craig Iskowitz, CEO, Ezra Group
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One of the primary benefits of attending the T3 Advisor Technology conference is the opportunity to simply see ‘everything’ that the advisor technology landscape has to offer, in one efficient trip. Which makes the T3 conference especially appealing to independent advisors who are ‘shopping’ for new technology solutions in a particular category (e.g., see all the CRM systems, or all the financial planning software providers, in one place, to vet them against each other on the spot), or simply those that want to come every year (or every 2-3 years) see what the latest-and-greatest is, in seeking ideas for new technology they might try out and implement (as it is common for new vendors to debut at T3)."

​~ Michael Kitces, Head of Planning Strategy, Buckingham Strategic Wealth + publisher of the popular financial planning industry blog Nerd’s Eye View
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The T3 conference is invaluable for its networking opportunities and to keep up with the latest fintech. It is impeccably organized, features insightful keynotes, and has a vibrant exhibit hall. Every year we attend the conference and leave feeling inspired and energized."

~  Christophe Gauthron, CFA, Founder & CEO, Kwanti​
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We are committed to understanding and evaluating the most advanced technology in our space, and T3 is our go-to conference. I am looking forward to participating in a panel at T3 2023 and as always, learning about new offerings."

~  Charles Reiling, President & CEO, CoastalOne
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Looking forward to another great T3 this year. T3 2022 was my first attendance at this conference. Very impressive! Terrific presentations and discussions focused on the industry growth. Very informative and excellent value to technologists, software engineers and advisors."

~ Henry Zelikovsky, CEO, Softlab360
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T3 is a staple conference for me each and every year. Not only for the content but for the networking opportunities as well. I am most looking forward to see the continued evolution of the fintech ecosystem and be introduced to the new players in the market. Always a game changing event for our organization."

​~ Danielle White, Chief Executive Officer, Myriad Advisor Solutions
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I love the energy at T3 conferences. I've been a participating member of the T3 community for more years than I can count -- since the beginning, really. It's been so much fun to watch the gatherings and excitement grow and grow and grow. 2022's event was the biggest and best yet. Can't wait to see who makes their way to Tampa and what new revelations we'll be privy to at T3 in 2023."

​~ Marie Swift, President and CEO, Impact Communications, Inc.

Praise for T3 2022

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T3 is on my list of early bird bookings! Looking forward to it."

​~ Dr. Preston Cherry, CFP, founder and President, Concurrent Financial Planning
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I am so excited to be attending this event.  Looking forward to seeing and hearing from so many friends -- new and old. Technology has certainly catapulted us all further than we thought we would go.  See you there!"

~ Abby Salameh, Free Agent exploring meaningful opportunities to motivate, engage and evolve financial services
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T3 2021 in person, can’t wait! Looking forward to seeing everyone in Texas, sharing CircleBlack’s latest advances, seeing our "best-of-breed" partners, and collaborating on ideas of what is coming next in advisor tech.

​~ Alex Sauickie, President & CEO, CircleBlack
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This year’s T3 is going to be cutting-edge! I’m pumped to learn about all of the current trends that are shaping the future of technology. It’s always exciting to be around so many like-minded people. Let's make the future.”

~ Shannon Spotswood, President, RFG Advisory
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Flights and accommodation booked. All I need now is for the US to lift its ban on non-US citizens traveling to America. Hopefully, that will happen by September. Really looking forward to seeing everyone at T3 in Texas!"

​~ Ian McKenna fintech founder, columnist & financial services futurist
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As a first-time attendee, I can’t wait for the 2021 conference! Looking forward to checking out the latest tech solutions and meeting other industry leaders (especially those who work in operations). Follow me on LinkedIn and Twitter @atlasparkco as I’ll be sharing highlights while at #T32021."

~ Cameo Roberson, Founder/CEO Atlas Park, a practice management platform
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Always terrific content and learning opportunities, interesting industry announcements and a fun group of people. Looking forward to seeing everyone and having some BBQ!"

​~ Rich Cancro, founder and CEO, AdvisorEngine
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My first technology conference was T3 and it forever transformed my passion for the ever-changing world of technology and its impact on our industry and our everyday lives. Thrilled to see everyone in Texas and to be 'back in the saddle again' at T32021."

~ Keena Pettijohn, CEO & Founder, Lifelogixs,LLC
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T3 was always a 'can't miss' conference pre-pandemic -- and it's still that way now that we're finally getting back on the road again. It's the one industry event that you know every vendor, broker/dealer and large RIA will be attending so you don't want to miss out!"

~ Craig Iskowitz, CEO and founder, Ezra Group, LLC
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I’m very excited to be attending the T3 conference this fall! Looking forward to meeting up with other fintech leaders (especially women in fintech) and getting to know the advisors who attend.”

​~ Marwa Zakharia, CEO, AssetBook
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After 18 months of virtual events I cannot wait to come back together with the WealthTech community at T3!  Development and innovation certainly haven't stopped, so I'm excited to catch up with everyone and see what they've been working on."

 ~ Gavin Spitzner, President, Wealth Consulting Partners / Senior Advisor, INVENT Elite 
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Can't wait to get back to in-person events!  Like many, T3 Advisor was the last conference we went to prior to the COVID lockdowns. Online events are good and all, but it'll be nice to see everyone in person again!"

​~ Damon Deru founder and CEO, AdvisorPeak
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I am energized to attend this year’s cutting-edge T3 conference and to meet up with other FinTech leaders and innovators. The knowledge and connections we make here can create disruptive technology that helps FinTech accelerate standards."

~ Matt Meinecke, Director of Technology, RFG Advisory
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T3 in San Diego was the last conference I attended in 2020. It will be the first one I attend in 2021. See you all in Texas this fall! Bring your cowboy boots and hats."

​~ Marie Swift, CEO, Impact Communications, Inc.
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T3 conferences cover everything you need to know about technology and how it can be used as a lever for your firm. 2021 will see both the T3 Advisor and the T3 Enterprise events combined in one big week in, where else, Texas. Big state. Big agenda. See y'all there!"

​~ Joel Bruckenstein, Technology Tools for Today (T3)
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    • 2023 Registration & Info
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    • Past Attendees
  • T3 Video Library
  • Contact
  • Visit T3 Tech Hub