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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Sora Finance


Sora Finance is at the forefront of financial technology innovation, offering sophisticated solutions that empower financial advisors to manage client liabilities and assets with unprecedented precision and insight. By integrating AI-driven liability optimization and real-time analytics, Sora’s platform not only manages but enhances financial health for clients, and drives new growth for advisors.