Advisor Circle Announces “Breakthru,” A New Event-Tech Meetings Platform Built Exclusively for the Financial Services Industry

Industry veterans Chris Cherry and David Masterson join Advisor Circle to lead the new venture, which will debut at the 2023 Future Proof Festival

Advisor Circle, an influential and culturally relevant product studio for financial services—as well as the creator of Future Proof, the world’s largest wealth festival—today announced the launch of its newest product, Breakthru, an event-tech meetings platform built exclusively for the financial services industry’s advice, wealth management, asset management, and fintech verticals.

The new product is a first-of-its-kind technology that leverages actionable data to modernize the way advisors, investors, fund managers, and fintechs discover one another, meet, and do business. It will debut at the 2023 Future Proof Festival from September 10-13 in Huntington Beach, California.

“In a crowded wealth management events space, Breakthru has transformative potential to create more personalized experiences and deliver real, quantifiable value,” said Matt Middleton, CEO of Advisor Circle. “For years, attendees and sponsors have struggled to quantify and measure the ROI of in-person events, but with Breakthru, that is finally possible. Our goal is to provide a tech-enabled platform that assists attendees in achieving a year’s worth of impactful meetings with new connections in just two days.”

The new product will be introduced to the financial services industry by veterans Chris Cherry, Head of Strategic Partnerships, and David Masterson, Community Development Director, who have joined Advisor Circle to spearhead the initiative. Cherry joins Advisor Circle after seven years as Chief Engagement Officer at JConnelly, a leading financial services communications and marketing firm; Masterson joins from Institutional Investor, where he was Director of Investor Relations. He previously spent six years at financial publishing and information group Citywire, most recently as Head of RIA Channel Development.

“Chris and Dave are proven industry executives with tremendous reach into the RIA and wealth management channels,” added Middleton. “Our newest team members will play a pivotal role as we work to cement Future Proof’s reputation as the most important annual event for financial advisors and institutional investors globally.”

Breakthru leverages Advisor Circle’s proprietary data and experience producing industry-leading events, to create personalized connections among its multi-generational financial professional community. The new service supports financial advisors and institutional allocators by providing them access to people, products, services, and deals in an efficient and informative manner and on their terms. It is also designed to play a vital role in modernizing the distribution efforts of asset managers and fintech companies through pre-qualified, double opt-in, 1-to-1 meetings—both in-person and digitally. It accomplishes this by digitizing the discovery process, allowing their message to be more relevant and personalized to the needs of their clients and prospects.

"Breakthru is the technology we’ve been missing at financial services events,” added Cherry. “At the end of the day, our attendees want to engage with each other in meaningful ways and leave the event with genuine opportunities to grow their business. I couldn’t be more proud to be part of the Advisor Circle team and I have no doubt this year's festival will surpass expectations.”

Registration for Breakthru at the 2023 Future Proof Festival was announced three weeks ago. The organizers have already seen qualified financial advisors sign up to participate in over 850 1-to-1 in-person meetings with other industry participants.

To sign up to receive information on Breakthru, visit: meetbreakthru.com

For more information about Breakthru at Future Proof and to register, visit: futureproof.advisorcircle.com

About Advisor Circle

Advisor Circle is an influential and culturally relevant product studio working with innovative companies and the most prominent people in financial services. The firm was founded in 2021 to modernize the financial services industry through design, experiences, and technology. The team behind Advisor Circle has a successful track record, including decades of experience in financial media and events, asset management, financial advice, fintech, public relations, and the creative arts.

Advisor Circle is the creator of the world’s largest wealth festival, Future Proof, and the co-creator of the world’s largest event dedicated to the exchange-traded funds' industry, Exchange: an ETF Experience, which the company successfully exited in October 2022. For more information, visit advisorcircle.com.

About Future Proof

Future Proof is the world’s largest wealth festival. Each year, the groundbreaking event brings together the world’s most prominent figures and emerging minds to explore the intersection of money, technology, culture, and impact. The event brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, financial creators, activists, artists, musicians, and other key stakeholders around an unprecedented experience and agenda. Future Proof provides an unmatched opportunity for conversation and collaboration that serves as a catalyst in developing the future of wealth management.

The four-day citywide event will be held September 10-13, 2023, in Huntington Beach, California. More than 3,000 attendees are expected, including 2,000+ financial advisors, institutional investors, and over 150 sponsor companies. Follow Future Proof on Twitter, Instagram, and LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20230215005359/en/