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

Post date: 15th February 2023

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.

“In a crowded wealth management events space, Breakthru has transformative potential to create more personalized experiences and deliver real, quantifiable value”

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.”