Technology solutions for business growth

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.

• 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

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

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.

Showcase your solutions during the highly anticipated WealthStack Demos. Open to all tech firms—regardless of size or funding—this is your chance to present your innovations in front of 1,000+ senior-level advisors and decision-makers.

Compete for the prestigious WealthStack Best in Show Award, judged live by industry experts Tim Welsh, Amy DeTolla and Jason Pereira. Secure premier placement on the Tech for Growth Stage, gain elevated visibility and stand out in a competitive field.

Step into the spotlight at EDGE by applying to participate in the Emerging Tech Demos, designed specifically for startups with less than $15M in funding and founded within the last six years.

Presented on the Leading EDGE Stage, this intimate and focused setting offers a unique opportunity to connect with potential clients. Take advantage of this platform to gain visibility, share your innovation and spark new interest in your solutions.

Join a group of 10-15 attendees and take a curated tour of exhibiting firms with the latest technology on the market. Think of it as speed-dating with vendors! On June 11 from 11:25-12:25, you'll visit various technology vendors to gain insights into cutting-edge tools and solutions that can enhance your practice. Let us take the stress of navigating the exhibit hall off of you so that you can experience EDGE to the fullest.