Future Proof Festival 2025

September 7-10, 2025 · Huntington Beach, CA

Future Proof Festival is the largest wealth management event of the year, held outdoors on the beach in Huntington Beach. The 2025 edition drew thousands of advisors, firm leaders, asset managers and technology companies across four days of open-air programming.

Who attends

A deliberately broad mix: solo RIA founders through to executives running multi-billion-dollar enterprises, plus asset managers, custodians, fintech founders and financial media. CEOs, CTOs and COOs are heavily represented.

What it covered

• AI adoption in advisory firms

• Practice growth, M&A and consolidation economics

• Investment trends and private markets

• Advisor and client experience

• Data strategy across firm operations

Why the data conversation dominates Future Proof

Most of the agenda eventually lands on the same constraint. AI programs stall on fragmented data. M&A integrations run long because an acquired firm's systems do not talk to the acquirer's. Real-time reporting stays out of reach because the numbers live in eight places.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on vendor-agnostic, AI-ready architecture.

Future Proof Festival 2026

The 2026 festival takes place September 14-17, 2026 in Huntington Beach, CA.

Talk to us about your firm's data layer