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

Stand out from the crowd at a wealth management event like no other

Connect with over 2,000 senior decision makers from the full spectrum of the wealth management industry. Tell us your business goals. We'll help you achieve them.

Get in touch with Dan Rubinetti by emailing or calling 1-917-294-9517

What brings sponsors back to EDGE year after year?

Check out what several sponsors of Wealth Management EDGE 2023 had to say about why they chose to attend and sponsor the event.

Influence the influencers

Access the industry’s most important investment and technology decision-makers. 

Be seen

Wealth Management EDGE is the first event series of it's kind, bringing together world-leading brands including Inside ETFs+, WealthStack and RIA Edge. 

We offer a range of ways you can raise your profile and stand out from the crowd, providing the ability to meet and engage with a unique audience of innovators.

Find out more about hosting your own networking session, showcasing your new product with a stand in the exhibitor hall or placing your company front-and-center as a leading partner.

Shape the debate

Show why you're an industry leader at Wealth Management EDGE by taking to the stage as a speaker at any one of the events featured:

  • Inside ETFs+
  • WealthStack
  • RIA Edge
  • Wealth Management EDGE

Take a solo speaking slot or join an expert panel and demonstrate why you're worth doing business with.

Host a mixer

Networking is at the heart of what makes Wealth Management EDGE unique, bringing together 2,000+ senior wealth management influencers and decision makers. 

Host a targeted lunch or breakfast session or why not make a splash by hosting the entire Wealth Management EDGE audience at one of the evening networking receptions?

Educate and empower

Wealth Management EDGE is for the industry’s elite advisors, and more specifically, is designed for the largest, fastest growing and most influential RIA firms. Wealth Management EDGE is strategically positioned for companies that support and empower RIAs. 

Sponsor Wealth Management EDGE's outcome-oriented learning and networking sessions and enjoy quality interactions with senior RIA firm leaders.

Richer insights. Actionable leads.

Lead Insights is a new tool we offer you as a sponsor, to help transform your leads into customers. It combines rich data from across our events and digital campaigns and translates it into actionable insights for you.

Increase your reach, year-round

Look beyond the event and speak to us about year-round engagement opportunities. 

Get your voice heard amongst key industry professionals and increase your reach by utilizing our range of digital channels and products. 

"I have been really impressed by the seniority here"

Hear from Carolyn Armitage, Head of Thrivent Advisor Network, on her experience as a WealthStack sponsor at Wealth Management EDGE and how the number of CEOs present made for such a great event.

"You get a much better idea of how to grow your business"

Eduard Hamamjian, Managing Director, CIO of the Alpha Dog ETF at Geasphere LLC and Inside ETFs+ sponsor discusses why it was important for him to be at Wealth Management EDGE.

"It's incredible - bringing the whole ecosystem together"

Steve Earner, Head of RIA Platform at LPL Financial talks about the "different flavors" of how and who you can connect with at Wealth Management EDGE. LPL Financial were previously founding charter partners.

Stand out from the crowd at a wealth management event like no other

Connect with 2,000+ senior decision makers from the full spectrum of the wealth management industry. Tell us what you want to achieve. We'll help you get there.

Get in touch with Dan Rubinetti by emailing or calling 1-917-294-9517.