We dig events.
Built for financial industry events by people who know them firsthand.
Clambake is a team of finance industry professionals who have spent their careers building, running, and improving events and delivering education for financial advisors. After years of using event software that did not meet the needs of real event operators, we built our own.
Today, we help organizations create better events and deliver industry expertise through purpose-built software and strategic consulting shaped by decades of experience inside the business.
We built Clambake because
we lived the problem.
We know what it takes to create successful events in the financial industry because we have done it ourselves. We have managed the moving parts, handled the pressure, worked around clunky technology, and seen firsthand where event planning and execution break down.
Clambake was built to offer something better: smarter software, experienced consulting, and practical expertise from people who understand both events and the financial services world they serve.
What We Do
Event Software
We built our software from an event operator’s perspective, not a generic tech template. It is designed to support the real workflows behind successful financial industry events.
Event Consulting
We help organizations plan and execute stronger events with support for venue sourcing, RFPs, sponsorship packages, agendas, speaker sourcing, attendance marketing, and more.
Industry Speaking
Our team speaks to advisors at virtual and live events on topics across the financial services industry, bringing practical perspective and real-world experience to advisor audiences.
Why Clambake?
Clambake is a nod to our Boston roots and to what we believe great events do best: bring people together in a way that creates energy, connection, and something memorable. For us, the name reflects the power of shared experience, which is exactly why we love events and delivering education in a way that creates community.
Ready to build a better event?
Whether you need better event software, event consulting, or experienced voices for your audience, Clambake is ready to help.