June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FLThe 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.
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