Technology solutions for business growth
Tech for Growth features invaluable perspectives from industry pioneers like Brian Portnoy and Jason Pereira to help advisors elevate their practices. Explore transformative 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. 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.
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.