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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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BOOK YOUR PASS

Save up to $1,400.00 when you book by 12 February
8 - 10 June 2027

Product and Service Provider Rate

Includes access to Summits on Day 1

For attorneys, broker-dealers, consultants, asset managers, custodians, issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, regulators, prime brokers, tax analysts, technology providers and third-party distributors.

$2,879.10
$4,599.00
8 - 10 June 2027

Product and Service Provider Rate (Main Conference ONLY)

DOES NOT include access to Summits on Day 1

For attorneys, broker-dealers, consultants, asset managers, custodians, issuers, ETF marketers, exchanges, index providers, liquidity providers, market makers, regulators, prime brokers, tax analysts, technology providers and third-party distributors.

$2,519.10
$4,099.00
8 - 10 June 2027

Startup Rate

Includes access to Summits on Day 1

For fintech/wealthtech startups that are less than 7 years old and have less than $15M in funds. Bookings for the startup pass will be verified. Those who don’t meet the criteria will be notified and be eligible for the Product and Service Provider Rate.

$1,259.10
$1,599.00
8 - 10 June 2027

Sponsor Rate

Includes access to Summits on Day 1

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

$1,999.00
$2,199.00
WealthManagement10 code applied
A 10% VIP discount has been applied to all tickets in your basket.
Complimentary Advisory Firm Pass

Register for a complimentary Advisory Firm Pass here.

This rate is available to advisors and leaders (manager level and above) at advisory firms, including independent broker-dealers, regional firms and wirehouses, as well as financial planners and asset owners.*

*Asset owners are financial advisors with full discretion over the assets they manage, providing wealth management, investment or financial planning services to mass-affluent and/or high-net-worth individuals.

Eligibility will be verified. Ineligible registrants will be notified and offered the Product and Service Provider Rate.

Other complimentary passes

Family offices, private equity firms, institutional investors and CEOs from asset management firms: email steve.tichenor@informa.com to apply for a free pass.

Multi-booking offers

Product & Service Providers: register 4 delegates and the fourth and each subsequently registered delegate will get a 20% discount.

Emerging Issuer Rate

Gain access to CIOs from the nation's largest and fastest growing RIA firms. EDGE offers discounted rates for qualified managers: $999 for issuers with $100M AUM or less; $1,999 for issuers with $100M to $300M AUM. To confirm if you qualify and to purchase your pass, please email sasha.burgansky@informa.com.

Payment options

Credit card payment is required for orders up to $4,200. Orders above $4,200 can pay by credit card or request an invoice.

If you can not pay by credit card, please contact gf-registrations@informa.com.

Press inquiries

Members of the press, please contact tim.mccahery@informa.com for a free pass.

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.