WealthCabinet (CUSO) is excited to host the Credit Union WealthTech Connect Conference.

The first event of its kind, specifically focused on bringing together credit unions, broker-dealers who support credit unions, and fintech and infrastructure providers from across the country dedicated on advancing wealth management for credit unions and their members. This conference and community will afford credit union wealth business and digital leaders and insurance providers to network, learn, and collaborate.

We are bringing you the opportunity to  influence the dynamic transformations shaping the financial services industry to make WealthTech and Insurance offerings accessible for ALL your members.

This exclusive event is designed for credit union wealth business, insurance, and digital leaders to network, learn, and collaborate with peers and industry partners to position you, your credit union and members for success.

What's in it for me? 

Leading Speakers,
Credit Union Insights
& Key Connections
forged at

CU WealthTech Connect
will lead to valuable
Partnerships,
Collaborations and
Actionable Ideas
that can only come from
a NEW forum and
community like this.

2025 Featured Keynotes & Panels