You’ve never seen networking like this
Every year, thousands of meetings take place at Wealth Management EDGE. Just imagine how many ideas, opportunities and potential partnerships they generate. By taking advantage of our matchmaking service, workshops, roundtables, happy hours and more – make the most of every minute at the event.
Networking that moves your business forward
New sessions and formats designed to help you gain a competitive EDGE.
EDGE Meetings
What if you arrived at Wealth Management 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
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!
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
Building a sense of community
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.
Tech Tours, Powered by WealthStack
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
Get started online ahead of time
The EDGE ConnectMe app launches 3 months before the event, allowing you to login, create your profile, see who'll be joining you in Florida and start scheduling your ELEVATE 1:1 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
The welcome reception
Start your event experience off right at the welcome reception - the official start to networking.
Join us to catch up with old friends and make new ones following the workshop and opening EDGE sessions. Unwind and enjoy the Florida sunshine, cold drinks and hors d’oeuvres.
Open to all - no need to pre-register.
Waterside reception
Enjoy a night with great food, drinks and the vibrant music that South Florida has to offer, all while overlooking panoramic views of the ocean.
Open to all - no need to pre-register.
Happy hour!
Join us for happy hour drinks in the expo hall once sessions close.
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.
The Cougars, Closing Night Reception Band
Sponsored by Invent
Get ready to rock out to the sounds of The Cougars. The NJ-based band has performed 100+ times all around the Jersey Shore for over 15 years. Dance and sing along to your favorites from the 80s, 90s and today…and if you're feeling particularly edgy, wear your favorite rock outfit!
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.
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 ELEVATE 1-on-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
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.