Future Proof Festival 2024

September 15-18, 2024 · Huntington Beach, CA

Future Proof Festival is the largest wealth management event of the year and the only one held outdoors on a beach. The 2024 edition drew thousands of advisors, firm leaders, asset managers and technology companies across four days of open-air programming in Huntington Beach.

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 ran September 14-17, 2026 in Huntington Beach, CA.

Talk to us about your firm's data layer