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

ELEVATE meetings: High impact networking

Nurture your network through ELEVATE one-to-one meetings, workshops, ELEVATE roundtables, meetups, and happy hours to make the most of every second you spend at our events.

Outcome-oriented networking

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

ELEVATE MEETINGS at Wealth Management EDGE 2024

ELEVATE meetings


ELEVATE your Wealth Management EDGE experience with highly curated meetings created through our new cutting edge technology. ELEVATE is a revolutionary meeting program designed to enhance your professional networking experience by facilitating seamless and purposeful 1:1 meetings. 

Create a comprehensive profile within the app to showcase your skills and expertise. ELEVATE meetings will ensure you not only meet decision-makers but forge valuable partnerships aligned with your professional objectives. Say goodbye to the hassle of coordinating schedules, taking forced meetings and navigating crowded events — ELEVATE simplifies the process of making meaningful connections.

ELEVATE Roundtables at Wealth Management EDGE 2024

ELEVATE roundtables


Roundtable discussions offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that participants can choose sessions aligned with their interests and professional goals. 

Roundtables will have a variety of formats, from traditional discussions, to experiential led workshops and media labs, there will be something for everyone. And while participants have the opportunity to join as many discussions as they want, there is no commitment if your preference is to sit in a session, go to a meet up, take a tech tour or relax in our Wellness Lounge.  

Mentor-Mentee Speed Dating at Wealth Management EDGE 2024

NextGen mentor-mentee speed dating


Created to encourage collaboration between next gen advisors and the more seasoned executive, Mentor-Mentee Speed Dating is meant to be a place where connections are forged at lightning speed and mentorship takes on a new dimension. Mentees have the opportunity to interact with multiple mentors in a single event, gaining insights, advice, and diverse perspectives within a short timeframe. Likewise, mentors can share their expertise with a broader audience, extending their influence and contributing to the growth of multiple professionals. And it’s fun!

Meet ups at Wealth Management EDGE 2024

Meet ups

Building a sense of community

Join one of the many meet-ups at Wealth Management EDGE this May. Created to build a sense of community among attendees, these gatherings provide a platform for individuals to connect not only professionally but also on a personal level.  Socialize, learn and network in a relaxed atmosphere with peers to break the ice, share experiences, and forge friendships, resulting in the creation of a supportive and interconnected community.

WealthStack Tech Tours at Wealth Management EDGE 2024

WealthStack tech tours


We’re excited to announce Tech Tours for growth-minded advisors and technology decision makers. 

Join a group of 10-15 attendees and take a curated tour of the exhibitors with the latest technology on the market. Think of it as speed-dating with vendors! During these daily 45-minutes tours you'll visit various technology vendors to gain insights into cutting-edge tools and solutions that can enhance your practiceLet us take the stress of navigating the exhibit hall off of you, so you can experience Wealth Management EDGE to the fullest. 

Think tanks

Contribute to the thought-leadership driving the next wave of growth in wealth management at our Think Tanks.

These invite-only Think Tanks will gather top level executives 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

Your social calendar

Get started online ahead of time

The Wealth Management 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-on-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 Wealth Management EDGE sessions. Unwind and enjoy the Florida sunshine, cold drinks, and hors d’oeuvres.  

Open to all - no need to pre-register. 

Poolside party

Join us for a poolside evening 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 Atlantic Ocean.

Open to all - no need to pre-register.

Happy hour!

Join us for happy hour drinks in the expo hall once sessions close on May 14 and 15.

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. 

Networking made easy

The ConnectMe app helps you grow your network. Start connecting with fellow attendees 3 months 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 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  Dan by emailing or by calling 1-917-294-9517.