SWAY | LIVE Boulder 2026

August 2-4, 2026 · Boulder, CO

SWAY is one of the newer entrants on the advisor calendar and one of the more deliberately different. It caps attendance, keeps the format loose and puts as much weight on the setting and the people as on the session list — an explicit reaction against the large sponsor-driven conference model.

Who attends

Independent advisors and firm founders, wealth technology founders and operators, and a small number of partners. The attendee cap is the product: everyone can plausibly meet everyone.

What was on the agenda

• The future of independent advice and firm models

• Advisor technology, AI and product direction

• Marketing, brand and audience building

• Unstructured time built into the schedule by design

Why small-format events get further on the hard problems

A capped, informal room lets people describe what is actually broken in their firm without a vendor listening for a cue. The subject that surfaces most often is the same one that never makes a main stage: the accumulated cost of running a practice on systems that do not share data, and how much capacity that quietly consumes.

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