VIEW TABLE OF CONTENTS
DISRUPTORS Industry
ADVISOR CIRCLE
Future Proof
Future Proof, launched in 2022, is the world’s first wealth festival. The largest independent gathering of financial advisors and only event that brings together the entire modern financial services ecosystem – financial advisors, institutional allocators, asset managers, fintechs, other financial services providers, financial influencers, and the media – in an inspiring outdoor festival setting. The festival centers around the intersection of money, technology, culture, and impact, set apart from other industry events by its focus on creating unique content and networking experiences that cater to the interests, hobbies, and
lifestyles of its attendees. Attracting inspiring and creative speakers and attendees from various fields and includes innovative experiences, like art exhibitions, culinary demonstrations, health and wellness classes, film premieres, and a concert featuring nationally recognized musicians.
Advisor Circle is a venture studio and incubator that aims to modernize the financial services industry through design, experiences, and technology. Its goal is to create a financial services industry that is more creative, impactful, innovative, and fun. It builds products that push the industry in this direction. Since its founding in 2021, Advisor Circle has developed and launched multiple successful brands and businesses. These include a tech-enabled event networking platform and two large-scale financial advisor events. One of these events sold for an eight-figure valuation. Advisor Circle takes a positive-sum approach to building products and businesses and is fortunate to partner with some of the most innovative people and companies in the industry.
104 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook