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

50%

Asset owners

30%

Asset management firms

20%

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...

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