Are there any special discounts available?

Select partners and sponsors offer discounts, so email us to see if you qualify.

What does the price include?

The ticket price covers all materials, world-class meals, keynote entertainment & breakout sessions, and entrance to exclusive conference events including evening parties.

Attendees are responsible for organizing their travel and lodging. Hotel accommodations can be arranged directly on fi2018.com.

Where should I stay?

We’ve reserved the best venue in town at the San Antonio Marriott Rivercenter and have negotiated the lowest possible room rate. The discounted rate applies throughout the conference and the weekend following the conference. The San Antonio area is unlike any in the world, and we are encouraging attendees to make a vacation out of it.

What educational opportunities will be available?

Professionals including RIAs, registered reps, and institutional and enterprise clients can expect a diverse array of educational opportunities, plus a specific learning track for assistants, office managers, and operations staff will be available. There will be no better way to equip your business to grow and empower your clients to be fearless investors. The full agenda is available here and will be updated regularly.

When does registration open and close?

Registration is open now until September 5, 2018.

Can my spouse attend?

We would love for your spouse to attend. There are multiple things to do locally including spas, golf, and restaurants, but if your spouse plans on attending any conference meals, sessions, or parties, they will need to register under the spouse ticket option.

Will there be an opportunity to interact with Riskalyze support?


One of the distinguishing features of the Summit is offering the best staff-to-attendee ratio in the industry. We send over 50 staff members, including Riskalyze coaches, advisor solution representatives, marketing, and executives to not only learn your name but your story. There will be keynotes, breakouts, and individual training all led by Riskalyze staff members that will be available throughout the entirety of the conference to better utilize the product.

What is your refund policy?

We not only want you to attend but to attend fearlessly. We’re planning extra events at the Summit based on your ticket purchases, so all ticket purchases are final. However, you can transfer your tickets to someone else up until September 1, 2018.

I’ve registered for the Summit. Now what?

You will receive a confirmation via email, and in the coming weeks we will be sending out more details as we announce special events, speakers, and more! We are looking forward to being with you in October!

Are there sponsorship opportunities available?

There are a select number of sponsorship opportunities available. For more information, please email summit@riskalyze.com.


Have a question not found here? Contact us.