Deal & Dealmakers Summit
đź“… 8/26/2025đź“Ť Dana Point, California, United States (US)đź‘Ą 200 attendees
Finance & FinTechConference Overview
Sponsors
17
🏢
Speakers
26
🎤
Attendees
200
đź‘Ą
About This Conference
The Deal & Dealmakers Summit is the premier event for dealmaking in the wealth management industry, focusing on mergers and acquisitions, valuations, and strategic advisory among financial services professionals. It offers opportunities to learn from over 50 industry experts, participate in panel sessions, and network with key professionals, buyers, sellers, and investors.
Sponsors (17)
gold Sponsors
Capital Group
Visit Website →Seward & Kissel LLP
Visit Website →Ficomm Partners
Visit Website →Addepar
Visit Website →Bank of New York Mellon
Visit Website →Mercer
Visit Website →silver Sponsors
NewEdge Advisors
Visit Website →Shell
Visit Website →Oak Street Funding
Visit Website →Buchalter
Visit Website →PPC Loan
Visit Website →Goldman Sachs
Visit Website →RIA Biz
Visit Website →platinum Sponsors
Charles Schwab
Visit Website →bronze Sponsors
Cerulli Associates
Visit Website →Warner Norcross + Judd LLP
Visit Website →SEI Investments Company
Visit Website →Speakers (26)
AH
AM
BA
BM
CF
DS
DM
FM
GA
JP
JB
JB
Conference Details
Event Information
Date:8/26/2025
Location:Dana Point, California, United States (US)
Organizer Contact
Organizer:ECHELON Partners
đź’ˇ Looking for sponsorship opportunities? Our platform provides detailed sponsor contact information and pricing data to help you make informed partnership decisions.