Wealth Management EDGE - Day 2 (June 10)Wednesday, 10 June 2026 - US Eastern

Leaders from INVENT and DPL Financial Partners will explore how AI-powered infrastructure, integrated planning workflows, and modern financial solutions are reshaping how advisors deliver comprehensive advice at scale.

Featuring DPL’s commission free, insurance marketplace inside the INVENT platform, this session will show how integrated technology can surface client opportunities, reduce manual work, and help advisors move from insight to action faster.

For firms evaluating their tech stack or looking to drive organic growth, this keynote offers a practical look at what modern advisory infrastructure makes possible.

Location: Royal Palm Ballroom

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 Companies:
1. Subatomic (2:47-2:52)
2. Practifi (2:53-2:58)
3. bQuest (2:59-3:04)
4. Feathery (3:05-3:10)
5. AcquireUp (3:11-3:16)
6. Vestmark (3:17-3:21)
7. Marloo (3:23-3:28)
8. Deepvest (3:29-3:34)
9. Socialive(3:35-3:40)
10. Poseidon (3:41-3:46)
11. Agilno (3:47-3:52)
12. Ridgeline (3:53-3:58)

Judges:

Location: Royal Palm Ballroom