Addepar and Vanilla Present:

Wealth Tech: Executive Lunch Discussion

Addepar and Vanilla are pleased to host an invite only event for wealth advisors.

Don Nilsson, Chief Product Officer (Addepar) and Marc Dorfman, Chief Revenue Officer (Vanilla) will moderate a fireside chat with MFO and RIA industry leaders, focused on tech disruption in the wealth management industry and how to capitalize on it.

Come enjoy food, drinks, and this insightful discussion at Prime in Stamford, CT.

Date: Wednesday 6/12

Time: 12:00-2:00PM ET

Location: Prime: An American Kitchen & Bar, 78 Southfield Ave, Stamford, CT 06902

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