December 2024

  Holiday season is upon us! We are celebrating all that we have achieved in 2024 and preparing for 2025, and we have much to be grateful for. In November, Deviate attended the 2nd Annual FOTechHub Virtual Tech & Ops Conference. The conference focused on...

November 2024

    We are well into fall and enjoying the autumn colors here in Indiana. In October, Deviate attended and sponsored the Ninth Family Wealth Report Family Office Fintech Summit 2024 in New York, as well as hosted a pre-conference happy hour in Midtown the...

October 2024

    One last tax deadline ahead means that fall is here! In September, Deviate attended and sponsored the FOX Technology Selection Workshop and the 2024 FOX Technology Showcase in New Orleans. We endured our first hurricane during the conference but lived to...

September 2024

    It’s September, already! With kids back to school and tax deadlines approaching, things are busy in the industry.  In August, Deviate attended and sponsored the FWA Summer Gathering: Elevating Women in Family Wealth as well as the FWA Operations Leader...

August 2024

    It’s August and we’ve been busy with travel this summer! In July, Deviate had the pleasure of sponsoring the FOX 2024 Family Office & Wealth Advisor Forum. They put us to work in Chicago and we covered the sessions which you can check out here in the...

July 2024

It’s July (already) and it’s been hot here in Indianapolis. Our travel and events are also heating up as we have a lot on the schedule this month once again! In June, Deviate had the pleasure of speaking on a panel at the Trusted Advisor Association TechX LA Summit,...