T3 Technology Conference 2025

March 3-6, 2025

T3 is the advisor technology conference — the one event given over entirely to the tools advisory firms run on. Ezra Group's Craig Iskowitz has called it the industry's leading wealthtech conference, and its annual Advisor Technology Survey remains the most widely cited dataset on what firms actually use.

Who attends

Advisors and firm principals evaluating technology, the operations and technology leaders who implement it, and effectively every vendor in the advisor fintech market.

What the 2025 edition covered

The 2025 program was organized around what it called the Organic Growth Imperative — the observation that advisory firms have struggled to grow organically, and that the emerging answers are operational rather than promotional:

• AI-driven strategies for firm efficiency

• Automation and workflow design to recover advisor time

• The Advisor Technology Survey results and adoption trends

• Integration architecture across CRM, portfolio, planning and reporting

Why integration is the theme that never leaves

The survey data says the same thing every year: firms like their individual applications and dislike how those applications work together. Most advisor technology was built to excel at one job, with the connective tissue left to the firm.

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

T3 2027

The next T3 Technology Conference runs March 22-25, 2027 at The Cosmopolitan in Las Vegas.

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