Private wealth operations need to simplify to scale.
Demand has held throughout 2026. U.S. evergreen funds now hold more than $440 billion, and a path into 401(k) plans is opening.
The operations behind them are still built one fund at a time. That works when the client is a family office.
Across millions of advisor-led accounts, every new subscription document, tax form and redemption term becomes a cost.
The 2027 Private Wealth Operations Summit will bring together the operations leaders at GPs, wealth platforms and the infrastructure firms connecting them, to make private markets simple enough to serve at scale.
Speakers will follow the investment from product design to exit, including private company shares, and find where each step can get simpler.
Join the operators simplifying private wealth.
