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May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

May 31 (Pre-Conference Day) - June 3|The Diplomat Beach Resort, Hollywood, Florida

A New Era of Advice: Where Wealth Management & WealthTech Converge

Linking technology, practice management, operations and investment ideas to grow your wealth management firm

Join 2,000+ leading financial advisors, RIA decision-makers and WealthTech innovators and influencers

First 2022 speakers announced!

Introducing you to the thought leaders, influencers and innovators taking to the stage in June.

WealthStack is the most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decision makers

Dissect the most advanced WealthTech developments. Engage with innovators and influencers. Prepare for the future.

Interact with our expert speakers as they debate the hot button issues and examine the newest technology and mega-trends including:   

  • The role of tech in unlocking new growth opportunities for your firm 

  • Leveraging digital to improve productivity, workflows and operations 

  • Unlocking new opportunities to engage with clients and prospects 

  • Reinventing the client experience through technology

Check back soon for the 2022 agenda!

Experience emerging and new developments with established tech solutions first-hand

WealthStack and EDGE will be the home of a new “Innovation Station”, featuring the industry’s most influential WealthTech representatives, research companies and data providers.  

Drop into the Innovation Station to efficiently demo, review and compare multiple technology solutions from 30+ companies (Wednesday – Friday during Exhibit Hall hours).   

Plus, experience 20+ demos live from stage.  

Peer to peer exchanges and networking with future-minded wealth tech community

Nurture your network through connector events, breakfast workshops, hosted one-to-one meetings, networking lunches, drinks receptions and official after-parties to make the most of every second you spend at our events. Plus, participate in new programs that make networking even more efficient:  

  • Our new “Peer & Partner” Program is a marketplace where you can pre-arrange meetings with other advisors, investment managers and technology companies – or just grab a coffee and have an impromptu chat.  

  • The new EDGE “Consulting Lab” will feature a network of human capital, strategic planning, marketing and technology consultants who will be made available to advisors during dedicated “Office Hours” throughout the event.  

Join WealthStack’s unique community

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

A snapshot of companies already confirmed to attend include Advicent, Carson Group, Dakota Wealth Management, Envestnet, Goldman Sachs, Hightower Advisors, LifeWorks Advisors, NaviPlan, Orion Advisor Services, O’Shaughnessy Asset Management, RFG Advisory, SignatureFD & 2050 Wealth Partners . 

The EDGE Experience

EDGE will feature the wealth management industry’s two most powerful investment and technology events – Inside ETFs and WealthStack – and will also introduce a new event, RIA Edge.   

By integrating these three events, EDGE will allow advisors to learn how to improve the way they manage client portfolios – as well as the management of their overall businesses.  

The combination of RIA Edge, WealthStack and Inside ETFs makes EDGE’s audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology, and practice management ecosystem. 

Attendees with a WealthStack ticket automatically get access to EDGE, RIA Edge main stage, Inside ETFs and WealthStack. So you get all events for the price of one! 

Celebrity Fireside: The family business: Secrets to success on & off the field

June 2 | 1:20pm 

NFL legends Eli and Archie Manning will join us to discuss the secrets of their success on the football field and in the business world – while also sharing their perspectives on managing family and intergenerational wealth in this exclusive keynote Q&A.

Set yourself apart

Looking for the best way to engage with 1,000+ future-thinking advisors? Demonstrate your expertise and position your firm as a leader in its field by securing one of our coveted speaking slots.

For sponsorship opportunities, please contact Shah on Shahariar.Zaman@informa.com or call 1-347-476-0926 

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