Grow your business with smart technology
Tech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors increase productivity and improve client experience with the latest technology solutions. Explore topics such as AI-driven client engagement, next-gen digital experiences, and the future of integrated tech stacks. Gain the tools, strategies, and connections essential for driving productivity and profitability.
The #1 wealthtech event
The latest insights
The industry's most innovative and influential minds guide you through the latest techstack opportunities.
- Advanced Lead Generation Tactics for RIAs
- Organic Growth Strategies for Busy Advisors
- Tech Solutions for Customized Client Onboarding
- Crafting a Memorable Client Experience with WealthTech
- Practical Uses of AI for Your Practice
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.
- 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 including CTOs, COOs, advisors, wealth managers, asset managers, and technology-decision makers.
WealthStack unites leaders, spotlights innovation and prepares the industry for emerging trends.
WealthStack Demos
Showcase your technology on the Tech for Growth Stage, where senior-level advisors and decision-makers will see your innovation in action. Compete for the WealthStack Best in Show Award, judged live by industry leaders Tim Welsh, Amy DeTolla, and Jason Pereira. With premier placement and elevated visibility, this is your chance to stand out in a competitive field.
Emerging Tech Demos
Designed for startups with under $15M in funding and founded within the last six years, Emerging Tech Demos offer a focused, intimate setting on the Leading EDGE Stage. While a smaller audience, it’s a prime opportunity to connect with potential clients, share your innovation, and build interest in your solutions—all at a lower investment.
Tech Tours, Powered by WealthStack
Skip the hassle of navigating the exhibit hall—join a curated tour of top tech exhibitors instead! In a small group of 10-15 attendees, you'll visit leading vendors, get hands-on with the latest tools, and discover solutions to enhance your practice. Think of it as speed-dating with fintech!
📅 June 11 | 11:25 AM – 12:25 PM
Let us handle the logistics so you can make the most of your EDGE experience.
Advisor Premium Program
Are you one of the industry's top financial advisors? Attend EDGE for free!
Consideration for the program is based on specific criteria. Complimentary passes are limited.
In 2025, the Advisor Premium program welcomed 400+ advisors, 45% of which were C-level. The average AUM of firms participating in the program was $48B.
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.