Select Your Package

BOOK YOUR PASS

Advisor rate

The Advisor rate grants access to the exhibition hall, all parties and meals, 1:1 meetings, roundtables and the following content: Wealth Management EDGE, Inside ETFs+, WealthStack and RIA Edge.

Please indicate which content area of Wealth Management EDGE you are most interested in:

$0.00

$399.00

Advisor Plus rate

The Advisor Plus rate grants access to the exhibition hall, all parties and meals, 1:1 meetings, roundtables, advisor-only speed networking, early entry to our event app and onsite networking tool, access to our VIP lounge — fully equipped with charging stations and refreshments — the following content: Wealth Management EDGE, Inside ETFs+, WealthStack and RIA Edge, advisor-only networking opportunities and other perks!

Please indicate which content area of Wealth Management EDGE you are most interested in:

$199.00

$499.00

Startup rate

This rate is for fintech/wealthtech startups that are less than 7 years old and have less than $15M in funds. Please note that anyone who registers for the startup pass will be subject to verification. Those who don’t meet the criteria will be required to upgrade to the Product and Service Provider rate.

Please indicate which content area of Wealth Management EDGE you are most interested in:

$1,250.00

$1,450.00

Product and Service Provider rate

The product and service provider rate is for attorneys, broker-dealers, consultants, asset managers, custodians, ETF issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, private equity, regulators, prime brokers, tax analysts, technology providers and third-party distributors.

Please indicate which content area of Wealth Management EDGE you are most interested in:

$2,999.00

$3,999.00

Sponsor rate

Available exclusively to event sponsors. Use this to purchase extra company passes beyond those included in the sponsorship package.

Please indicate which content area of Wealth Management EDGE you are most interested in:

$1,950.00

$2,150.00

Advisor passes

These rates are for advisors, RIAs, institutional investors, family offices, independent B/D advisors, regional advisors, wire house advisors, financial planners, asset owners*

*refers to financial advisors and the assets they manage that are 100% under their discretion. This is intended for advisors providing discretionary wealth, investment or financial planning services to mass affluent and/or HNW individuals.

Please note, anyone who registers for the advisor pass will be subject to verification. Those who don’t meet the criteria will be required to upgrade to the Product and Service Provider rate. You will not be approved for an advisor pass if your firm is a Registered Investment Advisor that produces investment fund products - if this applies to you, please register under the Product and Service Provider rate

Emerging issuer rate

Are you an emerging issuer who wants to gain access to CIOs from the nation's largest and fastest growing RIA firms? If so, EDGE offers the following discounted rates for qualified managers: $945 for issuers with $100M AUM or less and $1,950 for issuers with $100M to $300M AUM. To confirm that you qualify and to purchase one of these passes, please email sasha.burgansky@informa.com.

Multi-booking discount

EDGE is designed for advisors to be able to bring their entire C-suite. For special C-level team discounts, please contact tim.mccahery@informa.com.

Press inquiries

We offer a limited number of free passes to members of the press. If you would like a pass to attend, please contact tim.mccahery@informa.com.

Partner with us and attend the event for FREE!

We're always looking to expand our reach and attract new audiences to our event. If you'd like to partner with us, please contact tim.mccahery@informa.com.