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Wealth Management EDGE

FINAL CHANCE TO SAVE

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June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

CD Valet

Profile

CD Valet has partnered with 60+ banks to help more than 4 million savers find the best options in the $2 trillion+ retail certificate of deposit (CD) market. Now we're connecting those affluent and mass affluent consumers directly to personal financial advisors—at the exact moment they're ready to act. No cold outreach. No chasing leads. Just high-value, high-intent savers seeking trusted guidance for their next financial move. We're launching our advisor marketplace now and looking for forward-thinking advisors, firms, and strategic partners to grow with us. Visit Kiosk K43 for a look at your newest client acquisition channel.