EDGE Summits
Explore five summits at Wealth Management EDGE, the leading conference for advisor growth, with deep dives into UHNW, WealthTech, AI, Private Markets, and Investing.
Find the right EDGE Summit for you
Summit registrations give you full access to all five EDGE Summits taking place on June 9th (Day 1 of EDGE)
Private Markets Investing Summit
Hear direct from RIA firms how they have implemented new operating models, tech and fund structures to enable private market investing for their clients.
Not just the same old asset class updates, this Summit is education focused - specifically designed for all CIOs, wealth management executives and advisors looking for actionable best practices on private market investing.
Strategic Investing Summit
The Strategic Investing Summit brings together CIOs and wealth‑management leaders to dissect the key forces reshaping modern portfolios in 2026 — from commodity cycles and international allocation shifts, to the rise of digital assets and tax efficient investments.
Join CIOs and investment leaders to ensure your clients portfolios are not missing any strategic investment areas that are often overlooked.
AI Assembly Summit
AI is no longer a side tool. It is becoming infrastructure.
The AI Assembly Summit is built for RIAs ready to move beyond experimentation and into implementation. This track focuses on how forward-thinking firms are deploying AI not just to create content, but to drive action, efficiency and measurable growth. This isn’t theory. It’s a blueprint for building the AI-enabled firm of the future.
Leave with a practical framework for implementing AI in ways that strengthen your operating model, accelerate growth and create a long-term competitive edge.
The AI Assembly Summit is ideal for CTOs, COOs, CIO, digital transformation leads, innovation teams and growth-minded advisors scaling RIAs.
Tech for Growth Summit
Growth is no longer just about assets. It’s about systems.
The Tech for Growth Summit is designed for RIAs focused on turning technology into a true growth engine. This track explores how leading firms are using data, automation, cybersecurity, tax strategies, and client experience technology to drive revenue, strengthen trust and make better executive decisions.
Walk away with a clearer roadmap for building a firm that scales efficiently, deepens client relationships, and competes at the highest level.
The Tech for Growth Summit is ideal for CEOs, Managing Partners, CIOs, CTOs, Heads of Growth, advisors, and senior leaders responsible for scaling enterprise and fast-growing RIAs.