Cvent, a leading provider of event, marketing and hospitality technology solutions, congratulates the customers behind the events recognized on financial planning thought leader Michael Kitces’ newly released list of Best Conferences for Financial Advisors in 2027. Many Cvent customers were highlighted, reflecting the company’s leadership in supporting impactful experiences for advisors, wealth managers, and financial services professionals. Cvent’s work in the sector extends beyond this list, with 5 of the top 10 financial companies as Cvent clients.

The Morningstar Investment Conference is among the events featured on the list. Held annually in Chicago, the conference brings together advisors, asset managers, and industry leaders to discuss market trends, investment strategies, and the future of wealth management. Cvent supports the event’s technology and attendee engagement.

“Our aim is to give attendees a valuable experience from registration through to the final session. Cvent’s technology and support helps us to deliver this, and we’re pleased to see the conference recognized by Michael Kitces,” said Nicola Harley, Global Head of Content Strategy & Platforms at Morningstar.

“Cvent is proud to support some of the most influential conferences in financial services,” said Chuck Ghoorah, Co-founder and President of Worldwide Sales and Marketing at Cvent. “These events help drive innovation, education, and connection across the advisor community, and we’re thrilled to see our customers recognized for delivering exceptional attendee experiences.”

Cvent Customers Recognized:

Best Conferences

  • Morningstar: Morningstar Investment Conference

  • The American College of Financial Services: Horizons

  • ECHELON Partners: Deals & Dealmakers Summit

Platform Events

  • Cambridge: IGNITE

Vendor Events

  • Orion: Ascent

  • eMoney Advisor: eMoney Summit

Michael Kitces’ annual conference rankings are widely followed across the wealth management industry and serve as a resource for advisors seeking high-value educational and networking experiences. This year’s list includes conferences spanning advisor education, platform events, technology conferences, and community-focused gatherings.

Review the full list of Best Conferences for Financial Advisors in 2027 at Kitces.com.

Cvent looks forward to seeing what these teams build for advisors in 2027.

About Cvent

Cvent builds technology to power the highest performing events on the planet. With its purpose-built and AI-powered platform, data insights, unrivaled ecosystem, and deep expertise, Cvent helps its customers deliver real event outcomes.

Cvent gives event professionals the technology to run in-person, virtual, and hybrid events of any size, marketers the solutions to deliver event-led growth, and hotels, venues, and destinations a leading global marketplace to win and keep business. With intelligent tools across the event lifecycle, real-time analytics, personalized attendee experiences, and $20B+ in group business sourced through the ecosystem annually, Cvent delivers the AI-driven technology, insight, and scale customers need to power high-performing events and better outcomes.

445,000+ users across 34,000+ organizations rely on Cvent. With enterprise-grade security and compliance, hundreds of industry accolades, leading customer satisfaction, almost 10 million events managed, and its third consecutive year as a Gartner® Magic Quadrant™ Leader for Event Marketing and Management Platforms, customers around the world trust Cvent to deliver when it matters most. Learn more at Cvent.com.

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