RIA Activate 2024

November 12-13, 2024 · San Diego, CA

RIA Activate is a compact, growth-focused event for registered investment advisors, built around what firms need to do differently to scale rather than around technical planning content.

Who attends

RIA principals, operations leaders and growth-minded advisors, plus the platform and technology partners serving independent firms.

What was on the agenda

• Growth strategy and client acquisition for RIAs

• Operational efficiency and firm scalability

• Technology stack decisions

• Peer networking among independent firm leaders

Why growth conversations turn operational

Adding clients is rarely the hard part for a firm with a working referral engine. Serving them without a proportional rise in headcount is. That constraint comes down to how much manual work sits between a firm's systems — the reconciliation, rekeying and report assembly that consumes staff time without producing anything a client would pay for.

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

Talk to us about your firm's data layer