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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Pete Galloway
President at ClientGen
Speaker

Profile

Pete Galloway is an accomplished entrepreneur and strategic leader. Throughout hiscareer, Pete founded and built multiple companies from the ground up, including abusiness later acquired by Neptune Wellness Solutions (NASDAQ: NEPT). Following thatacquisition, he was appointed President within the publicly traded company, gainingvaluable experience leading at scale within a corporate environment.At ClientGen, Pete combines his entrepreneurial expertise with a forward-thinkingapproach to technology, creating practical, results-driven solutions that enable advisorsto streamline operations, connect with the right clients, and accelerate growth. Drawingon his experience in both startup and corporate environments, he understands thechallenges advisors face while balancing client service and business development. Hiscommitment to innovation and his ability to bridge business vision with execution continueto define his leadership and the value ClientGen delivers to its partners.Under Pete’s leadership, ClientGen is designed to help financial advisors spend less timechasing leads and more time deepening client relationships. By harnessing life-event dataand AI-driven insights, advisors can identify prospects at the exact moment they needguidance, whether it’s a retirement, a new business, or a family milestone.

Agenda Sessions

  • Scaling Humanity. Befi Tech to Better Connect with Clients

    11:35am