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



Willow is an award-winning wealth tech platform that powers financial advisors acquisition, growth, and retention of tomorrow’s investors. Through Willow’s education, coaching, and marketing platform, advisors gain the knowledge, skills and tools needed to acquire and better serve modern clients and align their financial plan with their personal values. Willow helps individuals find the best-fit financial advisor. Powered by generative AI (and backed by human QA), our proprietary algorithm incorporates both financial criteria and personal elements critical to establishing a personal connection between an advisor and client. Willow is an approved CE credit sponsor. Visit to learn more.