Future Proof Festival 2026
That's a wrap on Future Proof 2026. Thank you to everyone who stopped by Booth 248. If we missed you, the next best thing is the same demo we ran on the floor, live on your firm's own workflows.
RIAs, financial advisors, and wealth operations leaders
Future Proof brought the wealth industry to the beach in Huntington Beach: RIAs, advisors, and the operators who keep firms running. We spent the week at Booth 248 in Zone 1 talking about growing AUM without growing headcount, and showing agents run the back-office grind: account opening, PDF-to-CRM data entry, reconciliation, meeting prep, and reporting.
Caddi is a hybrid agent platform. An agent ideates on the agents your firm needs, builds them, and then keeps improving them indefinitely, so your back office compounds instead of stalling. Deterministic, auditable, and built for a compliance bar that keeps rising.
Didn't make it to the booth? Leave your details below and we will walk you through everything we demoed, end to end, on your most painful back-office workflow.
