Wealth Management EDGE Day 2 - US Eastern
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa
In a digital-first world, clunky integrations and fragmented apps are holding wealth management firms back. This high-impact keynote will explore how unifying your tech stack within a modern data lakehouse architecture unlocks exponential efficiency—from streamlined onboarding to AI-ready data that’s secure and scalable. Learn how forward-thinking RIAs and broker-dealers are using this approach to reduce costs, accelerate advisor ramp-up, and power next-gen applications. Featuring INVENT CEO Oleg Tishkevich and executives from leading RIA and broker-dealer firms, this session will give you a front-row seat to the future of wealthtech infrastructure.
- Oleg Tishkevich - CEO, Invent
- Courtney Haddad - Chief Compliance Officer, Concurrent
- Tu Nguyen - Head of AI and Solutions Architecture, Osaic
Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.
Demo x1: Arnulf Hsu, CEO & Founder, GReminders
Demo x2: Tom Fields, CEO and founder Fynancial
Demo x3: Jeremiah Merle, Account Executive, New Business, BILL
Demo x4: Melinda Barton, Account Executive, Addepar
Demo x5: Jim Hardeman,EVP of Product, Zocks
Demo x6: Jud Mackrill, CEO & Co-Foudner, MileMarker
Demo x7: Rylan Folts, Co-Founder and Head of Sales, WealthFeed
Demo x8: Era Jain, CEO & Co-founder, Zeplyn
Demo x9: Matt Morris, CEO, Encorestate Plans
Demo x10: Vennela Miryala, Co-founder and Chief Product Officer Mili AI
Demo x11: Rob Le Piane, Chief Product Officer, Altrata
- Tim Welsh - President, CEO & Founder, Nexus Strategy LLC
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Amy DeTolla - Founder and CEO, Aureus Advantage
- Arnulf Hsu - CEO & Founder, GReminders
- Tom Fields - Founder/CEO, Fynancial
- Jeremiah Merle - Account Executive, Bill
- Melinda Barton - Account Executive, Addepar
- Jim Hardeman - EVP, Product, Zocks
- Jud Mackrill - CEO & Cofounder, Milemarker
- Rylan Folts - Co-Founder and Head of Sales, WealthFeed
- Era Jain - Co-founder & CEO, Zeplyn
- Matt Morris - CEO, EncorEstate Plans
- Vennela Miryala - Co-founder and Chief Product Officer, Mili AI
- Rob Le Piane - Chief Product Officer, Altrata
Explore how cutting-edge technology is reshaping retirement planning, offering smarter tools to keep clients on track through both accumulation and decumulation phases. This session will cover innovations in financial planning software, AI-driven forecasting, and personalized solutions that enhance strategy, manage risk, and optimize withdrawals. Attendees will learn how to leverage these technologies to ensure steady growth, efficient income distribution, and long-term retirement security. Walk away with actionable insights to future-proof your retirement planning approach in the digital age.
- Davis Janowski - Senior Editor, Technology & Research Analyst, WealthManagement.com
- Lauren Clough - Co-Founder & CEO, bQuest
- Sheryl O'Connor - CEO & Co-Founder, IncomeConductor
- Christine Simone - Partner, Move Health
Learn how to effectively connect with the next generation of investors through tailored communication strategies and innovative engagement tools. This session will explore the preferences and expectations of younger clients, and attendees will gain practical tips on leveraging technology, social media, and personalized content to build lasting relationships and foster loyalty. Walk away with actionable strategies to attract, engage, and retain the next wave of investors.
- Brodrick Lothringer - Founder & CEO, PodPony
- Joshua Wilson, PhD, CMT ® - Founder, NeuBeFi
- Adam Dell - Founder & CEO, Domain Money