Tech for Growth Summit
Tuesday, June 9
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.
What to expect
The hottest topics
Dive deep into the trends, challenges and opportunities in wealthtech:
- Using tech to connect deeper with clients
- Turning data into growth decisions
- Cybersecurity
- The "Tax Alpha" tech stack
- Building for the next $5B
Who you'll hear from
Our summit speakers bring their expertise, specialized knowledge and experience to the room for a focused learning experience like no other.
Confirmed speakers include Rachel Elson, Michael Kitces, Jason Pereira and many more.
Who you'll meet
The Tech for Growth Summit is built for RIAs ready to move beyond experimentation and into implementation.
Connect with CEOs, managing partners, CIOs, CTOs, heads of growth, advisors and senior leaders responsible for scaling enterprise and fast-growing RIAs.
Go further with your networking
The EDGE Pavilion
Get an early look at the EDGE Pavilion (Expo Hall) on Tuesday, June 9, from 3:30–4:15 pm, home to 125+ market-leading wealthtech providers, investment managers and more.
Opening night reception
Cap off the summit day by attending the Opening Night Reception—your chance to connect with fellow attendees and compare key takeaways over refreshments.
It's not just the Tech for Growth Summit taking place that day!
Switch between all 5 summits on Tuesday June 9 at your leisure.
AI Assembly Summit | Private Markets Investing Summit | Strategic Investing Summit | Tech for Growth Summit | UHNW Summit
Cherry pick the content and speakers you want to see to make every moment count.
Sponsor the summit
Raise your profile. Make and reinforce relationships. Increase brand awareness.
Sponsoring the summit day gives you unparalleled access to senior-level advisors with a special interest in AI.
Contact our team at sponsoredge@informa.com.
