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Sector

Finance and Insurance Trade Shows.

Agoris analysis · updated June 2026

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The finance and insurance sector has a dense events calendar, but one that is fragmented across several professional communities that rarely overlap: wealth managers, traditional bankers and insurers, fintech and insurtech players, and capital markets. Each segment has its own gatherings and its own commercial logic.

The essential distinction: wealth management trade shows (Patrimonia) connect producers of financial products with prescriber advisers. Fintech conferences (Money 20/20, Paris Fintech Forum) connect start-ups with banks, investors and regulators. These two worlds coexist but only intersect at the margins. For an exhibitor, the trade-off is first and foremost a question of target client.

The leading trade shows in France

Patrimonia is the benchmark convention for wealth management professionals, held every year in September in Lyon (Cité Internationale) by Infopro Digital, under the patronage of the Ministry of the Economy. The 31st edition in 2024 brought together 9,054 professionals and 380 exhibitors over two days. Its audience is highly targeted: wealth management advisers (CGP), CGPi, family offices, private bankers, notaries, tax lawyers, brokers and chartered accountants. The 100 speaking slots cover regulation (MiFID II, DDA), ESG, investment products (SCPI, private equity, life insurance) and the digital transformation of advisory firms. For asset management companies, SCPIs and insurers, it is the direct access point to prescribers. Next edition: 30 September - 1 October 2026, Lyon.

Paris Fintech Forum is the European fintech gathering in Paris, held every year in October in a high-end conference-exhibition format. It brings together the leaders of major European banks, insurers, regulators and fintechs around the challenges of digital financial transformation. Its format is more exclusive and less stand-oriented than Patrimonia: it is an event for strategic positioning and visibility.

Les Journées du Courtage (Paris, annual, two days in September) is the benchmark trade show for insurance brokers and financial intermediaries. Each year it brings together several thousand brokers with insurance companies and financial product operators. It is the counterpart to Patrimonia for the insurance distribution market.

Specialist trade shows

Finance Innovation organises themed days in Paris each year on fintech, insurtech and regtech. The Assises de l'Assurance and the Congrès de la Mutualité Française are major political and professional events in the insurance sector. The wealth property market is covered both by Patrimonia and by MIPIM (see the Property section). For those involved in business creation and venture capital, the conferences of the France Invest and France Fintech federations structure exchanges.

The major European and international trade shows

Money 20/20 Europe (Amsterdam, annual, organised by Ascential) is the world's leading event for fintech and financial services. The 2025 edition brought together thousands of participants from more than 2,200 companies across nearly 100 countries, with 450 speakers from 40 countries. Several major announcements were made there by Revolut, Klarna, Mastercard, Deutsche Bank and the ECB. It is where the strategic partnerships between European banks, fintechs and regulators are forged. 2025 themes: stablecoins, AI and open banking.

Sibos (rotating city, annual, organised by SWIFT) is the global event for the institutional financial and banking community. It brings together more than 10,000 professionals around payments, compliance, financial infrastructure and international regulation. Its profile is less start-up than Money 20/20 and more geared towards large institutions, central banks and market operators.

InsurTech Insights Europe (London, annual) is the leading European conference dedicated to the technological transformation of the insurance sector. It brings together insurers, reinsurers, brokers and insurtech start-ups around the challenges of personalisation, AI and the digital distribution of insurance.

Beyond the trade shows

The finance and insurance sector is one in which investment decisions are least often made at a trade show. Commercial relationships are built over the long term, through networks of trust. The conferences of the AFG (Association Française de Gestion), AMAFI, FBF (Fédération Bancaire Française) and France Assureurs structure professional exchanges throughout the year. For fintechs, the acceleration programmes of the Banque de France (innovation lab), the ACPR and the AMF offer privileged routes to regulators and major institutions.

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