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EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

You’ve never seen networking like this

Every year, thousands of meetings take place at EDGE. Just imagine how many ideas, opportunities and potential partnerships they generate. Make the most of every minute at EDGE by taking advantage of our matchmaking service, workshops, roundtables, happy hours and more.

Networking that moves your business forward

New sessions and formats designed to help you gain a competitive EDGE.

EDGE Meetings at Wealth Management EDGE

EDGE Meetings

What if you arrived at EDGE with a calendar full of promising meetings?

All you need to do is create a comprehensive profile within ConnectMe app to showcase your skills and expertise. The rest is easy!


EDGE Roundtables at Wealth Management EDGE

EDGE Roundtables

Roundtable discussions offer a unique forum for engaging conversations and problem-solving. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you join the one aligned with your interests and professional goals.

There will be something for everyone!

Advisor2Advisor networking at Wealth Management EDGE

Advisor2Advisor Networking

BACK BY POPULAR DEMAND IN 2027!

Take part in our exciting networking feature—an advisor-only networking experience featuring 1:1, 10-minute meetings in a structured, “speed-dating-style” format—designed to spark meaningful connections, quickly and efficiently.

To find out more, please contact adam.baxter@informa.com.


Mentor-Mentee Speed Dating at Wealth Management EDGE

NextGen Mentor-Mentee Speed Dating

Created to encourage collaboration between nextgen advisors and the more seasoned executives, mentor-mentee speed dating will give young advisors or those new to the profession an opportunity to talk to more seasoned professionals.


Meet ups at Wealth Management EDGE

Meet-ups

Join one of the many meet-ups created to build a sense of community among attendees. These gatherings will provide you with a platform to connect on a professional and personal level. Socialize, learn and network in a relaxed atmosphere. Check the agenda to see when the meet-ups will take place.

WealthStack Tech Tours at Wealth Management EDGE

Tech tours

Skip the hassle of navigating the exhibit hall—join a curated tour of top tech exhibitors instead! In a small group of 10-15 attendees, you'll visit leading vendors, get hands-on with the latest tools, and discover solutions to enhance your practice. Think of it as speed-dating with fintech!

Your social calendar

New sessions and formats designed to help you gain a competitive EDGE.

Get started online ahead of time

The EDGE event app, ConnectMe, launches 1 month before the event, allowing you to login, create your profile, see who'll be joining you in Florida and start scheduling your 1:1 EDGE Meetings.

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

Evening receptions

Join your peers for evening receptions throughout your time at EDGE—including an opening night welcome reception, a happy hour in the expo hall and a closing night celebration—to catch up with old friends, make new ones and unwind with some drinks and hors d'oeuvres. The evening receptions are open to all, with no need to pre-register. Just show up and enjoy the conversations, Florida sunshine and great company!

Wealth Management EDGE event app, ConnectMe, for pre-event networking

Networking made easy

The ConnectMe app helps you grow your network. Start connecting with fellow attendees 1 month before the event so you can arrive with a full schedule of meetings lined up. Watch the video to find out more.

  • Fill in your profile and use the matchmaking tool to find attendees with similar interests
  • View the full delegate list and filter it to find the people you are most interested in meeting
  • Add new contacts and message them using the live chat function
  • Schedule EDGE 1:1 meetings
  • Take the event with you - use your delegate bags to collect digital content from exhibitors and sessions to further your knowledge and refer to later

Interactive photographer

No more waiting around for professional photography. Get snapped by our event photographer, and sign up to receive your photos within seconds.

Get ready to share your event experience and elevate your social presence.

Go the extra mile

We provide you with the platform to connect with over 2,000 senior decision makers from across the wealth management industry.

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 us by emailing sponsoredge@informa.com or by calling 1-917-294-9517.