DataDasher Dinner: AI Wealth Management (Miami)

​DataDasher Dinner: AI x Wealth Management (Miami)

​Wealth management is shifting fast. Clients expect more, compliance keeps piling on, and advisors are stuck between building relationships and drowning in paperwork. The promise of AI is clear—but the question every RIA leader is asking is the same: is it actually moving the needle, or just adding noise?

​This dinner is where we cut through the noise. No fluff, no endless slide decks—just real conversation with the right people in the room. Independent RIAs, hybrid RIAs/OSJs, and multi-advisor practices connecting over cocktails, panels, and a private dinner where business actually gets done.

​Who’s behind it?
DataDasher builds AI-powered workflow software for wealth management firms operating in regulated environments. They specialize in automating the most time-consuming advisor-client workflows—meeting prep, real-time AI note-taking, task tracking, and compliance review—so advisors get back to what matters most: clients and growth.

Speakers include:
Arzu Tekir - GP @ Treeo VC
Rob Petrosino - CIO @ PeakActivity
Alexander Kearns - CEO @ DataDasher
Phil Castro (Moderator) - CEO @ Kamp

​Why attend?

• ​Connect with peers tackling the same compliance and efficiency headaches.

• ​Learn what’s actually working in AI for wealth management today.

• ​Hear directly from leaders using AI to streamline operations without losing the personal touch.

• ​Break bread in an intimate setting designed for real deals and lasting relationships.

​Agenda
5:30pm – Networking
6:00pm – Intros from everyone in the room
6:30pm – Panel conversation: AI in Wealth Management (no hype, just real talk)
7:00pm – VIP Dinner
8:45pm – Wrap-up & goodbyes

​Hosted by DataDasher & Kamp—the team behind $24M+ raised at past events, Techstars acceptances, and same-day client deals. When we host, the right people show up, the conversations matter, and business gets done.

​Note: Applying doesn’t guarantee entry. The more details you provide, the better chance you’ll have to secure a seat at the table.