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
If you are an advisor, your EDGE pass includes access to the Summits on June 9th.
If you are a solution provider, you must purchase a Product and Service Provider pass that includes access to Summits on Day 1.
Attendees will be able to switch between different Summit sessions based on their interests.
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.
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.
The Private Markets Investing Summit is ideal for CIOs, Investment committee members, alternative investment heads, COOs, operations leads and anyone building out a private market platform for their clients.
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.
The Strategic Investing Summit is ideal for CIOs, Investment committee members and advisors looking to ensure clients portfolios are not missing any strategic investment areas that are often under-utilized.
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.
UHNW Summit
The UHNW Forum is designed for family offices and RIAs ready to move beyond traditional approaches and embrace innovative strategies for managing and preserving ultra-high-net-worth (UHNW) family wealth. This track focuses on how forward-thinking firms are addressing generational transitions, optimizing direct investments, expanding service offerings, and leveraging technology to create lasting legacies. This isn’t just theory—it’s a roadmap for building the next generation of family wealth management.
Leave with actionable strategies and frameworks to empower future family leaders, enhance investment opportunities, optimize estate planning, and leverage technology to strengthen your operating model and create a long-term competitive edge.
The UHNW Summit is ideal for family office executives, RIAs serving UHNW clients, estate planning specialists, wealth strategists, and advisors focused on legacy planning and intergenerational wealth transfer.