High impact networking
Meet and connect with 2,000 growth-oriented financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicers, tech vendors, & more!
Nurture your network through connector events, breakfast workshops, hosted one-to-one meetings, lunches, happy hours and parties to make the most of every second you spend at our events.
Outcome-oriented learning and networking
Wealth Management EDGE introduces new sessions and formats designed to help advisory firm leaders gain their EDGE.
Wealth Management 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.
Interested in demoing? Contact Dan on firstname.lastname@example.org or 1-917-294-9517 to find out more.
RIA Edge Office Hours
Wealth Management EDGE will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors in dedicated RIA Edge Office Hours.
During Office Hours Advisor plus delegates will have direct access to leading wealth management minds, providing attendees with practical applications to drive their future growth. We will schedule these meetings in advance through our VIP manager.
See the consultants who took part last year here.
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 WealthManagement.com.
Curated meet ups
Be part of the solution by attending our highly curated meet ups, created to encourage conversations and networking based on personal development, career goals and opportunity building.
Wealth & Wellness
Enhance your wellbeing at Wealth Management EDGE through our Wealth & Wellness initiative by joining events like Sunrise Yoga, a Fun Run and mediation in our Wellness Lounge. Along with sessions on Mindset over Market and the Power of Positivity
Peer & Partner Exchange
Enjoy facilitated networking at the Peer & Partner Exchange.
This 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.
Networking made easy
The ConnectMe app helps you grow your network. Start connecting with fellow attendees one week 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 both live and virtual meetings with your contacts
- 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 email@example.com or by calling 1-917-294-9517.