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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Networking Opportunities

High impact networking

Meet and connect with growth-oriented financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more!

Nurture your network through connector events, breakfast workshops, hosted one-to-one meetings, networking lunches, happy hours and parties to make the most of every second you spend at our events.

Outcome-oriented learning and networking

EDGE introduces new sessions and formats designed to help advisory firm leaders gain their EDGE.

Innovation Station

EDGE will be the home of a new Innovation Station, featuring the industry’s most influential WealthTech representatives, research companies and data providers. 

Advisors will be able to drop into the Innovation Station to efficiently demo, review and compare multiple technology solutions.

Consulting Lab

EDGE will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors in a dedicated EDGE Consulting Lab. 

The Office Hours sessions taking place in the consulting lab sessions will provide direct access to the leading minds in the wealth management industry, allowing attendees to leave EDGE with practical applications that will drive their future growth.

Think Tanks will host four Think Tanks, each with its own unique group of core participants and decision-makers.

The Think Tanks will gather top level executives from the CEO, CIO and CTO communities to openly discuss and debate the challenges and opportunities of the marketplace, these offer C-suite decision makers the unique opportunity to raise issues with competitors and partners, all in a collaborative environment led by industry experts.

The discussion from each of the four Think Tanks will result in a research report distributed on

Network like never before...

Get started online ahead of time

The EDGE app launches the week before the event, allowing you to login and see who'll be joining you in Florida. The app has been designed to kick-start your event experience, acting as your concierge to pre-plan your time and ensure you arrive at the event ready to hit the ground running.

  • Browse the delegate list and send messages to anyone you're interested in meeting
  • Pre-schedule your meetings before you even leave the office
  • Create your own profile and let people know why you're attending

The Welcome Reception

Tuesday, May 31st –5:30pm

Start your event experience off right at the welcome reception - the official start to WealthStack networking.  

Join us to catch up with old friends and make new ones following the workshop and opening EDGE sessions. Unwind, enjoy the Florida sunshine, cold drinks, and hors d’oeuvres.  

Open to all - no need to pre-register. 

Poolside party

Thursday, June 2nd – 8:00pm   

Join us for a poolside evening reception.

Naviplan invites you to enjoy a night with great food, drinks and the vibrant music that South Florida has to offer, all while overlooking panoramic views of the Atlantic Ocean.

Open to all - no need to pre-register.

Happy hour!

Join us for happy hour drinks  

  • Wednesday, June 1 5 - 6pm  

  • Thursday, June 2 5:30 - 6:30pm  

Catch up with people you've met that day, carry on conversations and get ready for your evening plans! 

Open to all - no need to pre-register. 

Connector events

Our Connector Events are a brilliant way to meet individuals with similar interests and passion projects. Nurture your sphere of influence, crowd source, problem solve and discuss the current challenges and opportunities in today’s financial environment. 

Come to network, share your thoughts, or listen in on curated discussions led by the industry’s top minds in: 

  • D&I - meet the women portfolio managers behind ETFs

Interested in hosting a Connector Event? Contact Shah on or call 347-476-0926 

Peer & Partner Exchange

Inside ETFs, WealthStack and RIA Edge will align to form a new, innovative networking and one-to-one meeting application that will be featured at EDGE.

The EDGE Peer & Partner Exchange is a facilitated meeting feature that will connect advisors with leaders of other wealth management firms, top investment managers, WealthTech providers, custodians, broker-dealers and strategic consultants. 

Go the extra mile

Whether you're looking to make more of an impact than simply attending or you want us to do some of the leg work for you - tell us what you want to achieve and we'll help you get there.

For sponsorship opportunities, please contact  Shah on or call 347-476-0926