Kamp

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.