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Tech for Growth Summit: Powered by WealthStack
RETURNING IN 2025!
Technology insights and connections to help scale your business
AI is the biggest trend reshaping wealth management — and we’re tackling it head‑on. At this year’s summit, get real‑world strategies to put AI to work in your practice and create client experiences that are smarter, faster and impossible to ignore.
What is the Tech for Growth Summit?
Elite advisors and forward-thinking teams need to embrace adaptive methods that allow for nimble, timely adjustments to changing market conditions and evolving client needs. Introducing the inaugural Tech for Growth Summit at RIA Edge Los Angeles, where technology and practice management strategies and content unite. Discover exclusive insights, connect with industry leaders and access the tools necessary to stay ahead in a competitive market. Don’t miss this unique opportunity to revolutionize your advisory practice with integrated tech and management strategies. Join us and gain your competitive edge.
Discover innovative wealthtech solutions
Topics covered
- Augmented Humanity: How AI Amplifies the Human Element of Financial Advice
- What's in my WealthStack? Solutions that are Powering Growth
- Scale or Fail: Navigating the Change Management Treadmill
- High-Tech, High-Touch: Client Engagement in the Digital Age
- Will AI Make Financial Planning More Human?
- Building Future-Proof RIAs: Scale, Stability, and Human Capital
Meet the summit speakers
Startup pass
Are you a fintech/wealthtech startup that is less than 7 years old and has less than $15M in funds? If so, you are eligible for a startup rate of $2,000 to attend RIA Edge Los Angeles. To confirm that you qualify, please email shannon.rosic@informa.com.
Tech for Growth Summit sponsors
WealthStack podcast with Shannon Rosic
Check out WealthManagement.com's WealthStack Podcast to hear how WealthTech is reshaping the financial advice industry and ultimately the delivery of financial advice.
The WealthStack podcast is focused on innovations and developments in WealthTech and features a WealthTech or wealth management industry thought leader.
The discussion 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.