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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Experience networking like never before

ELEVATE meetings: High impact 1:1 meetings you can schedule with the event's app.

Meet with, share best practices and ideas, and make new friends during workshops, ELEVATE roundtables, meetups and happy hours. Make the most of every second you spend at Wealth Management EDGE — an event featuring over 22,000 meetings!

Outcome-oriented networking

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

ELEVATE MEETINGS at Wealth Management EDGE 2024

ELEVATE meetings

NEW IN 2024!

ELEVATE your experience with 1:1 meetings scheduled through your event app.  

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.

Featuring over 22,000 meetings 

ELEVATE Roundtables at Wealth Management EDGE 2024

ELEVATE roundtables

NEW IN 2024!

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 you can choose sessions aligned with your interests and professional goals. 

There will be something for everyone! Roundtables will have a variety of formats, from traditional discussions to experiential led workshops and media labs. You'll have the opportunity to join as many or as few discussions as you want.   

Mentor-Mentee Speed Dating at Wealth Management EDGE 2024

NextGen mentor-mentee speed dating

NEW IN 2024!

Created to encourage collaboration between nextgen advisors and the more seasoned executives, Mentor-Mentee Speed Dating is intended to be a place where connections are forged at lightning speed and mentorship takes on a new meaning.

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


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 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

NEW IN 2024!

Join a group of 10-15 attendees and take a curated tour of exhibiting firms 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 that you can experience EDGE to the fullest. 

Think tanks

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

The invite-only Think Tanks will gather top level executives to openly discuss and debate the challenges and opportunities of the marketplace. If you are a C-level decision maker, this is a unique opportunity to raise issues with competitors and partners 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 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. 

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 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. 

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 over 1,500 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 or by calling 1-917-294-9517.