Early bird prices expiring
- 00Days
- 00Hrs
- 00Mins
- 00Secs
Tech for Growth Summit: Powered by WealthStack
Technology insights and connections to help scale your business
Technology is no longer a support function for RIAs, rather an opening system for growth. At the Tech for Growth Summit, forward-thinking advisory firm leaders will explore how AI, data, integrations and scalable infrastructure are reshaping the way firms operate, serve clients and unlock new opportunities.
What is the Tech for Growth Summit?
Technology is no longer a support function for RIAs, rather an opening system for growth. At the Tech for Growth Summit, forward-thinking advisory firm leaders will explore how AI, data, integrations and scalable infrastructure are reshaping the way firms operate, serve clients and unlock new opportunities.
Topics covered in 2025
- From AI Experiments to Enterprise Advantage: Building the Operating Model for the Modern RIA
- Hidden Growth Killers: Finding Friction, Leakage, and Complexity Holding RIAs Back
- The Client Signal Layer: Turning Conversations, Behavior and Data into Growth Opportunities
- Integration 2.0: Tying Systems Together in a World of AI and MCPs
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 Orange County. To confirm that you qualify, please email shannon.rosic@informa.com.
Tech for Growth Summit Sponsors
WealthStack podcast with Shannon Rosic
Check out Wealth Management'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.