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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida


Connect with financial advisors, RIAs, broker-dealers, asset managers, investment banks, asset servicers, WealthTechs, innovators and technology decision makers. 

Learn how to accelerate the growth of your business, deliver an elite digital client experience and improve productivity and profitability.

More than WealthStack

WealthStack is the WealthTech pillar of Wealth Management EDGE.

Wealth Management EDGE covers three pillars – investment, productivity and growth. This makes the Wealth Management 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 Wealth Management EDGE. All stages, networking and experiences are accessible for all attendees creating maximum productivity and the possibility for a serendipitous meeting or lightbulb moment. 


Cutting edge insights

Dissect the most advanced developments in WealthTech and prepare yourself for the future.

Hear from the most innovative and influential minds as they guide you through the latest techstack opportunities available on the market right now, and help shift the lens to the future so you can position your firm to make the most of what's down the road.

Inspirational thought leadership

WealthStack brings together the leading advisors, broker dealers and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience and ultimately grow their firm to share their stories and insight on how you can do the same.

At EDGE 2023, we heard from these leaders on the WealthStack stage: Aaron Kleine, CEO of Nitrogen; Ron Bullis, CEO of LifeWorks Advisors; Anton Honikman, CEO of MyVest; Oleg Tishkevich, Founder & CEO of Invent; Marwa Zakarhia, CEO of AssetBook; among others. We also saw demos from the tech companies that are reshaping the industry including Fabric, Koyfin, Addepar, CapIntel and more.

Stay tuned for 2024 speakers

A unique community

Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more! 

Companies who attended in 2023 included Nitrogen, LifeWorks Advisors, MyVest, Invent, AssetBook, Allianz, LPL Financial, BNY Mellon/Pershing, Goldman Sachs, and many more.

Looking back at WEALTHSTACK 2023

The event that brings the key players in the WealthTech industry together. Watch the 2023 highlights here

WealthStack Sponsors

WealthStack Podcast, hosted by Shannon Rosic

Check out's WealthStack Podcast to stay up to date with hottest topics and trends in the industry.

The WealthStack podcast is the only podcast that specifically provides financial advisors with targeted discussions that focus on innovations and developments in WealthTech. Each episode of the WealthStack podcast is a deep-dive with a WealthTech or wealth management industry thought leader and 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. The WealthStack podcast will focus on how WealthTech is reshaping the financial advice industry – and ultimately the delivery of financial advice.