About the WSTA

About Us

Learn about what makes the Wall Street Technology Association (WSTA®) a unique professional association.

Mission Statement

The Wall Street Technology Association (WSTA®) provides financial industry technology professionals, vendors, service providers, and consultants with forums to learn from and connect with each other.

The WSTA facilitates seminars and networking events where members meet and exchange ideas and best practices that assist them in effectively capitalizing on technology advances and dealing with financial industry business challenges.

Founded in 1967, the WSTA is a not-for-profit association with a long history of evolving to meet the needs of its members.

Our Profile

Our Membership is narrowly-focused on the FSI industry. Members are employed at banks, brokerages, hedge funds, insurance companies and other financial firms.

Many of our Members hold senior titles, such as CIO, CTO, Vice President, Global Department Head, Director, and Manager.

We reach over 2,200 additional financial firm technology professionals with information about educational and networking opportunities.

WSTA Members


Senior Titles

Financial Firms

FSI Contacts

What Makes Us Different?

The WSTA provides a unique opportunity for financial professionals, technology vendors, service providers, and industry consultants to be a part of a community that offers ongoing educational and networking opportunities. Here’s what makes us different and why you should get involved:

The WSTA is a not-for-profit, membership-based organization. It provides a forum where everyone involved in the industry can get together to share information and develop new relationships on an ongoing basis. This approach enables better collaboration, increases innovation, and provides opportunities to develop new relationships.

Curated Content
Event content is developed by financial services professionals, for financial services professionals. The WSTA Board, members, industry consultants, and technology vendors get together to develop each year’s topics. With their experience and expertise, we are able to distill complex topics down to the insights that matter most to FSI professionals. This is followed by an in-depth review of the abstracts and presentations to make sure the content is timely and relevant. An extensive library of white papers, infographics, videos, etc., on the topics being addressed at events supports the material covered.

The WSTA offers opportunities to get together with industry colleagues after hours to catch up or meet new people. At special events like Wine Tastings and Golf Outings, members and vendors have opportunities to engage in an informal atmosphere. These in-person socials are a great way to connect and develop industry relationships.

More than ever, time is an important commodity. We work hard to minimize the time you need to spend to get high-quality content developed specifically for FS. Whether in-person or virtual, it isn’t necessary to spend a full-day or two to get beneficial and timely information that can be provided in a few hours.

At the team and individual levels, organizations must create meaningful channels for everyone to learn and evolve to stay relevant in careers that are now or will soon be augmented by technologies like artificial intelligence and automation. At S&P Global, technology underpins everything we do and is a means to elevate the work our greatest resource—our people—conduct every day as we seek to power the markets of the future.

Along the same vein, WSTA’s mission of promoting industry learning and best practices is highly relevant as technology across the financial industry continues to evolve at a rapid pace.

Swamy Kocherlakota

CIO, S&P Global

Affiliates & Sponsors

Affiliates and sponsors are an integral component of the WSTA. As a not-for-profit organization, they contribute significantly by providing the resources needed to run the educational and networking programs for WSTA Members. These programs strengthen the bond between Members and companies that serve the technology needs of the financial community.

Technology Firms

Currently, more than 200 technology firms participate in the WSTA. These companies specialize in areas including cloud, big data, mobility, security, software, infrastructure, networking, social media & telecom.

“I am energized to be a part of the community of problem-solvers at the WSTA. Educational and networking events bring industry leaders together, promoting effective sharing and continuous readiness to meet the challenges in the volatile industry.”

Shyamal Sen

Director of Enterprise Business Architecture, Bank of New York Mellon

CPE Accreditation

The Wall Street Technology Association (WSTA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

For more information regarding refund, complaint, and/or program cancellation policies, please contact the WSTA at mary.servetah@wsta.org.

Field of Study: Information Technology

Prerequisites: None

Delivery Method: Group Internet based

Program Level: Overview

Advanced Preparation: None