Invest In Women 2025

Invest In Women 2025

April 21-23, 2025 · Boston, MA

Invest In Women is the largest women’s conference in the financial advice profession. It works on two tracks at once: advancing women within the industry, and helping advisors of any gender serve female clients better — a segment that controls a rapidly growing share of investable wealth and that the profession has historically served poorly.

Who attends

Women financial advisors and firm leaders across every channel, advisors building a practice around female clients, asset managers and platforms, and recruiters and diversity leads from large firms.

What it covers

• Serving women clients and the great wealth transfer

• Career advancement, leadership and equity ownership

• Practice growth and client acquisition

• Industry research on gender and wealth

Why client experience is downstream of data

Advisors who serve women clients well tend to describe the same practice: they know the household, not just the account. That means seeing both partners, held-away assets, business interests and the full family picture in one place. Firms whose systems organize around accounts rather than households find that genuinely difficult, and it shows up in the client experience long before it shows up in a report.

Milemarker is the data infrastructure layer for wealth management, unifying household, custodial and held-away data across 140+ systems.

Talk to us about your firm’s data layer