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

Be seen

It's tough to be seen in the crowd. We can help you do it.

Whether it’s in the conference room, on delegate badges, bags, the speaker lounge, the conference networking app, the WiFi or via our coffee house, juice or smoothie bar, we’ll make it work for you. 

If you’re bringing a new product to market, a space within the exhibition is a fantastic way to demo your service to your prime audience. 

The exhibition area is located within the busy area where all networking breaks are held. Maximizing the visibility of your business, your brand and your employees.

Shape the debate

Take to the stage and get your message across to your key audience.

You could:

  • Give a keynote address to the wider audience
  • Join a high profile panel debate
  • Chair or present a workstream session on a more focused topic
  • Lead a small group discussion under the Chatham House Rule

Host a social

Host a targeted or wider gathering at breakfast, lunch or dinner. In a high or low-profile way. It's up to you.

Just let us know who your key clients are and we'll invite them for you. Or host the entire EDGE audience to really make your mark.

Meet and network

The EDGE Peer & Partner Exchange is a facilitated meeting feature that will connect advisors with leaders of other wealth management firms, top investment managers, WealthTech providers, custodians, broker-dealers and strategic consultants. Guarantee time in front of your target audience through meetings organized for you by our Community Manager.

You could also host a Connector Event - a small, targeted session on an topic of your choice. Nurture your sphere of influence, crowd source, problem solve and discuss the current challenges and opportunities in today’s financial environment. 

Educate and empower

Think Tanks

These invitation-only meetings for C-suite executives will provide an exclusive forum for leaders in the ETF, WealthTech, RIA and Retirement Plan Advice industries to collaborate – and ultimately drive innovation and change.

Each Think Tank will be expertly facilitated to identify opportunities and challenges, and key findings from the EDGE Think Tanks will be featured in dedicated research reports distributed to more than 400,000 users.

Consulting lab

EDGE will provide unparalleled access to the most exclusive human capital, valuation and M&A, marketing and technology consultants – who will meet will attendees during dedicated “Office Hours” throughout EDGE.

This outcome-oriented networking option will deliver actionable insights and an immediate ROI to EDGE attendees, an option no other advisor event has ever provided.

Innovation station

EDGE will be the home of a new Innovation Station which will feature the industry’s most influential WealthTech, research and data providers.

Demo your product to an audience of decision makers and tech influencers.

Target the right leads, with the right message, at the right time

Lead Insights unlocks the full potential of your event and digital campaigns through near real-time, actionable insights. It will help you turn your leads into customers and maximise your return on investment.

You'll better understand who your leads are and how they have engaged with your content. Enabling you to prioritise and target them with tailored follow up messaging faster and more effectively.

Ask for more detailed information on Lead Insights as part of your sponsorship journey. 

Reach the world's wealth management industry year-round

The Wealth Management audience home allows you to connect with your buyers any time, any place. 

Generate leads, raise your profile, prove your thought leadership and expertise...whatever it is, our expert digital team will work with you to get you what you want. 

Options include:

  • Display advertising 
  • Direct marketing
  • Lead generation 
  • Custom content


Tell us what you want to achieve. We'll help you get there.

Contact Dan on or call 1-917-294-9517.