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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL
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Marwa Zakharia
Former CEO at AssetBook
Speaker

Profile

Marwa Zakharia is a three-time CEO and Operating Executive with over 25 years of experienceengineering high-growth platforms within the FinTech and WealthTech ecosystems. Recognized for herrole in driving more than $5B in enterprise value creation, she specializes in platform transformation,M&A; integration, and AI-enabled operational scaling.Marwa currently serves as an advisor to founders and investors, focused on professionalizinginstitutional-grade organizations and turning data-driven insights into sustainable, high-margin businessoutcomes.

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Agenda Sessions

  • The Data you Keep is the Advantage you Build: From Recordkeeping to Moat Building

    , 2:20pm
    View Session

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Peter Mallouk
President and CEO
Creative Planning

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