Technology solutions to grow your business
Connecting advisors, wealth institutions and wealth technologies.
Accelerate the growth of your business, deliver an elite digital client experience and improve productivity and profitability.
The complete event
WealthStack is the WealthTech pillar of Wealth Management EDGE.
EDGE covers three pillars – investment, productivity and growth. This makes the EDGE audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology and practice management ecosystems.
Attendees with a WealthStack ticket will get access to the entire EDGE event. All stages, networking and experiences are accessible for all attendees creating maximum productivity and the possibility for a serendipitous meeting or lightbulb moment.
The #1 wealthtech event
The latest insights
The industry's most innovative and influential minds guide you through the latest techstack opportunities. Position your firm to make the most of what's down the road.
- Navigating the AI-driven Future of Wealth Management
- How Advisors are Leveraging WealthTech for Peak Efficiency
- How Custodial Competition Will Transform the Advisor Space
Be inspired
Hear from the leading advisors, broker dealers and asset owners who successfully leverage tech to optimize their operations, provide a higher quality client experience and ultimately grow their firm. They'll share their stories and insights on how you can do the same.
- Michael Kitces - The Chief Financial Planning Nerd
- Ritik Malhotra - a Savvy AI entrepreneur
- Joel Bruckenstein - godfather of fintech
- Jason Pereira - advisor disruptor and tech savant
A unique community
Connect with a senior wealthtech audience and 1500+ attendees including CTOs, COOs, advisors, wealth managers, asset managers, and technology-decision makers.
WealthStack unites leaders, spotlights innovation and prepares the industry for emerging trends.
2024 speakers included:
Advisor Premium Program
If you're one of the industry's top financial advisors, you can attend EDGE for free!
Please note that consideration for the program is based off of pre-determined guidelines and complimentary passes are limited.
In 2024, the Advisor Premium program welcomed 250+ advisors, 40% of which were C-level. The average AUM of firms participating in the program was $62B.
2024 WealthStack sponsors
WealthStack charter partners
WealthStack gold sponsors
WealthStack silver sponsors
WealthStack bronze sponsors
WealthStack kiosk sponsors
WealthStack lead media partner
WealthStack partners
WealthStack podcast with Shannon Rosic
Check out WealthManagement.com's WealthStack Podcast to hear how WealthTech is reshaping the financial advice industry and ultimately the delivery of financial advice.
The WealthStack podcast is focused on innovations and developments in WealthTech and features a WealthTech or wealth management industry thought leader.
The discussion is designed to help financial advisors understand how they can accelerate the growth of their businesses, deliver an elite digital client experience and improve productivity and profitability.