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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

AI Assembly Summit

Tuesday, June 9

This track focuses on how forward-thinking firms are deploying AI not just to create content, but to drive action, efficiency and measurable growth. This isn’t theory. It’s a blueprint for building the AI-enabled firm of the future.

Leave with a practical framework for implementing AI in ways that strengthen your operating model, accelerate growth and create a long-term competitive edge.



What to expect

The hottest topics

Dive deep into the trends, challenges and opportunities in AI:

  • Designing the AI-enabled Firm of the Future
  • The "Agentic" Shift: When AI Starts Doing the Work (Not Just Writing Emails)
  • Engineering the AI-Driven Growth Flywheel
  • AI Use Cases in Alternative Investments
  • The Data you Keep is the Advantage you Build: From Recordkeeping to Moat Building

Who will you hear from?

Our summit speakers bring their expertise, specialized knowledge and experience to the room for a focused learning experience like no other.

Confirmed speakers include Joshua Wilson, John Wernz, Matt Matrisian, Derrick Kinney and many others.

Who will you meet?

The AI Assembly Summit is built for RIAs ready to move beyond experimentation and into implementation.

Connect with CTOs, COOs, CIO, digital transformation leads, innovation teams and growth-minded advisors.

Go further with your networking

The EDGE Pavilion at Wealth Management EDGE, the leading event for advisor growth

The EDGE Pavilion

Get an early look at the EDGE Pavilion (Expo Hall) on Tuesday, June 9, from 3:30–4:15 pm, home to 125+ market-leading wealthtech providers, investment managers and more.


Opening night reception at Wealth Management EDGE, the leading event for advisor growth

Opening night reception

Cap off the summit day by attending the Opening Night Reception—your chance to connect with fellow attendees and compare key takeaways over refreshments.

It's not just the AI Assembly Summit taking place that day!

Switch between all 5 summits on Tuesday June 9 at your leisure.

AI Assembly Summit | Private Markets Investing Summit | Strategic Investing Summit | Tech for Growth Summit | UHNW Summit

Cherry pick the content and speakers you want to see to make every moment count.