WealthStack

June 9-12, 2025
The Boca Raton Resort | Boca Raton, FL

TECHNOLOGY SOLUTIONS TO GROW YOUR BUSINESS

1,500+ attendees. 750+ advisors. 70% of advisors managing assets over $500 million. Connecting advisors, wealth institutions and wealth technologies.

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.

Join us at WealthStack to learn how to accelerate the growth of your business, deliver an elite digital client experience and improve productivity and profitability.

To book your place and claim a 20% discount click here.

If you’d like to demo at the event click here.