The Future of Financial Services is Changing Faster Than Ever
The advisor space is in massive flux. 390,000 advisors are going to need updated solutions over the next seven years. Solutions that do not currently exist. That’s why I created a community of innovative leaders from across finance and technology who are capable of building the future of Wealth Management together.
Join Us - Spring 2026
RIAs, C-suite executives and elite entrepreneurs & technologists are returning for our exclusive 4-night / 3-day experience. Attendees will share ideas, tackle key issues, and take away practical insights to drive their business forward.
About The Event
STRAXEN Summit 2025 was a hit! Join us next year for another incredible event designed to empower those who want to be at the forefront, shaping the evolution of financial services.
Attendees walked away with quick wins from our event in Puerto Rico.
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7 figures were generated across the community during the event, alone
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8 figures of additional income were identified in the months that followed and are being developed.
This event will put YOU in direct proximity with industry experts and innovators to exchange knowledge, new ideas and make incredible connections.
It's only the beginning - and we're just getting warmed up.
Join us in 2026
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We’ll meet at a high-end location again to discuss modern investing and trading strategies, disruptive technologies and the latest advances in high performance computing.
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Special guests will be invited to share their expertise so you can expand your knowledge, ideas and quality connections.
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Exclusive Networking with like-minded, experienced and successful people that might just unlock opportunities you haven’t even considered.
The group will be limited to 20 people.
Big enough to build valuable connections, but small enough that those connections can be deeper.
Our application process will be opening up shortly.
Submit your name and email below to receive priority access.
