FinWell®
Summit
2026

Europe's Leading Financial Wellbeing Conference

December 02, 2026Backfabrik Berlin · from 08:15 · in English

Better financial outcomes. By design.

Premium Partners

  • Berliner Volksbank
  • Deutsche Bank
  • Investitionsbank Berlin
  • Visa
  • Berlin
  • Co-funded by the European Union

Sponsors

Why you should attend

How does Financial Wellbeing turn into business value?

Decision-makers from banks, asset managers, fintechs, regulators and research meet in Berlin for one day to answer it with data. Use the momentum of the pension reform.

01

See the new Financial Wellbeing Score before anyone else.

02

Financial Wellbeing is moving from CSR to P&L.

03

Be ready for AI advice and the Altersvorsorgedepot.

04

Senior decision-makers from 80+ organisations. Masterclasses and best practices from market leaders.

05

Meet the right people with a reason, and leave with projects.

Who should join

Built for the people who move the numbers

Agenda · 2 December

One day, from data to decisions

A HoFT data release opens the day: the FinWell® Monitor 2026. After that: four panels, three keynotes and six masterclasses.

  1. Registration & arrival
  2. Welcome & framing
    Opening of the day
  3. Opening keynote
    Germany's national financial education strategy: the policy perspective
  4. Release I
    The new German Financial Wellbeing Score
  5. Panel 1
    Do banks earn more when customers are financially healthier?
  6. Networking break
  7. Keynote
    Presenting Partner keynote
  8. Panel 2
    Financial Advisory 2.0: AI, advisory costs and trust
  9. Networking break
  10. Panel 3
    Savers into Investors: 30 days before the Altersvorsorgedepot
  11. Lunch & networking
  12. Masterclasses · Round 1
    Three parallel 60-minute sessions
    Rooms A–C
  13. Networking break
  14. Masterclasses · Round 2
    Three parallel 60-minute sessions
    Rooms A–C
  15. Networking break
  16. Keynote
    Presenting Partner keynote
  17. Closing panel
    Gen Z: Anxious, Digital, Unreached? × Behavioural Design
  18. Ceremony
    The FinWell® Wealth Award
    Jury verdict & ceremony
  19. Cosy winter networking

Speakers per session will be announced. Programme subject to change.

Speakers

Preliminary speaker lineup

Voices from banking, brokerage, advisory, legal, data and research.

Prof. Dr. Tabea Bucher-Koenen
Prof. Dr. Tabea Bucher-Koenen
Head of Research Unit Pensions & Sustainable Financial Markets
ZEW Mannheim
Milos Spiridonovic
Milos Spiridonovic
Managing Director, New Economy Coverage
Deutsche Bank
Thomas Matis
Thomas Matis
Partner, Financial Services
KPMG
Dr. Susanne Grohé
Dr. Susanne Grohé
Partner
Annerton
Dr. Sebastian Schaefer
Dr. Sebastian Schaefer
CEO
House of Finance & Tech Berlin
Prof. Dr. Tim Kaiser
Prof. Dr. Tim Kaiser
Professor of Economics
RPTU Kaiserslautern-Landau
Thomas Soltau
Thomas Soltau
CEO
Smartbroker
Andreas Bermig
Andreas Bermig
Co-Founder & CEO
bonify
Santiago Louro
Santiago Louro
Finance Business Partner, Investments
N26
Carsten Gern
Carsten Gern
Director Quant Solutions
Infront
Oliver Preisendörfer
Oliver Preisendörfer
Regional Head of Sales DACHL
Infront
Thomas Steinmeyer
Thomas Steinmeyer
Senior Sales Key Account Manager
Infront
Robin Binder
Robin Binder
Founder & CEO
NAO

More speakers to be announced

Including the opening keynote, the Presenting Partner keynote and six masterclass hosts.

Secure my ticket

At the FinWell® Summit

FinWell® Award 2026

Wealth Tech category

For companies whose products help people build wealth: investing, advice, savings, real estate and retirement. Tell the jury what you do and attach your pitch deck. That is the whole application.

Apply for the FinWell® Award Applications close 15 November 2026
The FinWell Award trophy: a black block with a gold compass dial and the HoFT monogram on a brushed-steel plinth
  1. 01

    Apply by 15 November

    Three minutes, no account needed. A dozen short fields and your pitch deck as a PDF.

  2. 02

    Shortlist in late November

    The jury reviews every deck. Shortlisted companies hear back in the second half of November.

  3. 03

    Award ceremony on 2 December

    Winners are awarded on stage at the FinWell® Summit at Backfabrik Berlin at 17:10.

Who can apply

  • Capital investment & trading
  • Wealth management & advisory
  • Real estate as investment
  • Savings plans & automation
  • Retirement & pension planning

Preliminary jury

Anja Schulze
Anja Schulze
Head of Finance Division, Chief Representative
Berliner Volksbank
Bernd Oppold
Bernd Oppold
Partner
KPMG
Jan-Luca Mölling
Jan-Luca Mölling
Director, Head of Digital Solutions Sales
DWS
Katrin Robeck
Katrin Robeck
Managing Director
IBB Ventures

Impressions

The room you can expect

Tickets

Join us on 2 December

Event details

Date
Wednesday, 2 December 2026 · from 08:15
Venue
Backfabrik Berlin · Main Stage Clinker
Stage language
English

Tickets

HoFT members: complimentary admission

Your invitation will follow shortly.

  • Early Bird · until 12 October€250
  • until 1 November€350
  • until 1 December€450
Secure my ticket

Day 0 · Tue, 1 Dec

Speaker & Sponsor Dinner

From 18:30. For speakers and sponsors only: the room you want, the evening before.

Partnership & sponsorship

Make your mark at the summit

Spotlight your brand and connect with decision-makers through a panel seat, keynote or masterclass.

Get in touch for sponsorship, partnerships and more information:

summit@hoft.berlin

FAQ

FinWell® Summit 2026: frequently asked questions

What is the FinWell® Summit 2026?

The FinWell® Summit 2026 is Europe's leading Financial Wellbeing conference, organised by House of Finance & Tech Berlin (HoFT), Germany's official Fintech de:hub and Europe's Financial Wellbeing Ecosystem with 80+ member organisations. For one day, decision-makers from banks, asset managers, fintechs, regulators and research discuss how Financial Wellbeing turns into measurable business value.

When and where does the FinWell® Summit 2026 take place?

The summit takes place on Wednesday, 2 December 2026, at Backfabrik Berlin on the Main Stage Clinker. Registration opens at 08:15 and the programme starts at 09:00. The day ends with the FinWell® Wealth Award ceremony and winter networking. All sessions are held in English.

Who should attend the FinWell® Summit?

The summit is built for senior professionals who influence financial outcomes: banks that measure customer outcomes, employers and company pension (bAV) decision-makers preparing for the opt-out model, fintechs building advisory and wellbeing products, regulators and legal counsel working on the EU Retail Investment Strategy (RIS) and BRSG II, and product teams working on nudging, AI advisory and debt prevention.

What is on the agenda?

The day opens with a HoFT data release, the FinWell® Monitor 2026, followed by four panels, three keynotes and six 60-minute masterclasses. Panel topics include whether banks earn more when customers are financially healthier, Financial Advisory 2.0 with AI, the shift from savers to investors ahead of the Altersvorsorgedepot, and how to reach Gen Z through behavioural design.

What is the German Financial Wellbeing Score?

The German Financial Wellbeing Score is HoFT's measure of how financially healthy people in Germany feel, based on the CFPB Financial Well-Being Scale methodology. The new score is released at 09:30 as part of the FinWell® Monitor 2026, and summit attendees see the results before anyone else.

What is the venue of the FinWell® Summit 2026?

The FinWell® Summit 2026 takes place at Backfabrik Berlin, a former industrial bakery from 1912 turned loft campus at Saarbrücker Straße 36–38 in Prenzlauer Berg, close to Alexanderplatz. Keynotes and panels run on the Main Stage Clinker. The masterclasses and networking take place in the HoFT space, the home of House of Finance & Tech Berlin in the same building, so all sessions are just a few steps apart.

How much do tickets cost and how do I register?

Early Bird tickets cost €250 until 12 October 2026, then €350 until 1 November and €450 until 1 December 2026. HoFT members attend free of charge and receive a personal invitation. Registration runs via Luma at luma.com/FinWell-Summit-2026.

How can my company become a partner or sponsor?

Partners and sponsors can present their brand through a panel seat, keynote or masterclass and connect with senior decision-makers from 80+ organisations. Sponsors and speakers are also invited to the Speaker & Sponsor Dinner on 1 December. Contact summit@hoft.berlin.