The RIA AI Goldmine
Event details
A virtual event exclusively for RIA executives and financial advisors looking to implement AI strategies that streamline compliance, client reporting, portfolio management, and more.
Date: April 22, 2026
Location: Virtual
By the Numbers
$24M+ Capital raised at Kamp events · 8,500+ Founders and investors who attended · 22+ Cities hosted globally
About the Event
A virtual event exclusively for RIA executives and financial advisors looking to implement AI strategies that streamline compliance, client reporting, portfolio management, and more.
Why Attend?
Founder-First Room: Meet operators, builders, and investors in a format designed for useful conversations.
Practical Panels: Hear direct, tactical conversations around legal, fundraising, AI, hiring, and scaling.
Premium Access: Upgrade paths create room for deeper dinners, VIP experiences, and longer-form discussion.
Featured Speakers
Alexander Kearns, Founder & CEO at DataDasher. Alex is a Stanford engineering alumnus and Founder & CEO of DataDasher, a company building AI agents that help RIAs turn client data into actionable intelligence. He is passionate about leveraging technology to transform the financial advisory industry.
Who Is This For
For: RIA executives and principals looking to modernize operations; Financial advisors wanting to automate compliance workflows; Wealth managers seeking AI tools for client reporting; FinTech leaders building AI-powered advisory platforms; Operations teams at RIAs ready to cut manual work by 80%
Not for: Non-finance professionals or general tech enthusiasts; Retail investors or individual traders; Those looking for generic AI advice not specific to RIAs; Early-stage FinTech founders without RIA clients
What to Expect
How to automate compliance reporting with AI — cut hours down to minutes
AI-driven client communication workflows that feel personal at scale
Portfolio monitoring and rebalancing automation strategies
How to evaluate and implement AI tools without disrupting your existing tech stack
Real-world RIA case studies: who's doing it right and what results they're getting
The regulatory guardrails you need when deploying AI at your RIA
Agenda
3:00 PM — Welcome & Introductions — Phil Castro, Kamp
3:05 PM — The RIA AI Landscape: Opportunities and Tools To Use
3:20 PM — Speaker Session: AI for Compliance & Operations
3:45 PM — Live Demo: AI Workflows in Action
4:05 PM — Open Q&A + Attendee Discussion
4:15 PM — Virtual Networking & Wrap Up
Frequently asked questions
Is this event really free?
- Yes, 100% free. However, attendance is application-only to ensure the room is curated for maximum value. We only accept qualified RIA executives and financial advisors.
How do I apply?
- Click the Apply Now button and complete the short application. We review applications within 24 hours and will notify you of your status by email.
Will there be a recording?
- No. Like all Kamp events, this is a private session — no recordings or public transcripts. This ensures attendees speak candidly and share real strategies.
What technology do I need?
- Just a laptop or desktop with a stable internet connection and a modern browser. We'll send you the virtual link after your application is approved.