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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

The EDGE Community


Asset owners


Asset management firms


Service and solution providers

Who is EDGE designed for?

EDGE is designed for CEOs, CIOs, CTOs and financial advisors. 

It will address the executive, investment, operations and advisory functions within a wealth management firm.

Asset owners

 Financial advisors from all  channels including RIAs, RIA and RPA aggregators, broker dealers, trust companies, institutional  investors and family offices .

Asset managers

Asset  managers and wealth management  professionals  including:  asset managers, private  equity, alternatives, investment banks.


Plus compliance, asset servicing, data and tech vendors, legal, exchanges, index providers, fund administrators, accounting, custodians, liquidity providers, consultants and research firms.