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RIA Edge Orange County
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

Catchlight

Profile

Born within Fidelity Labs, Catchlight helps firms grow organically by optimizing the way they source, qualify, and engage their prospects and clients. The proprietary technology platform builds data-rich profiles that include deep insights about their prospects and clients to pinpoint the best opportunities. By enabling firms with elusive data and insights Catchlight can help firms gain efficiency, boost conversion, and grow AUM. Catchlight is used by firms nationwide including Fidelity Investments, Mariner Wealth Advisors, and Mercer Global Advisors. To learn more, visit catchlight.ai

Find us at the event

  • Stand number
  • 4