May 13 - 16, 2024
The Diplomat Beach Resort,
The WealthTech Revolution is Now
WealthStack provides bolder technology strategies and powers a new generation of growth-oriented advisors.
Join the community of 1,500 wealth management leaders, wealthtech innovators, and influencers.
The most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decision makers
Cutting edge insight
Dissect the most advanced developments in wealthtech and prepare yourself for the future. Not only will the most innovative and influential minds guide you through the latest techstack opportunities available on the market right now, but help shift the lens to the future so you can position your firm to make the most of what's down the road.
Examine the newest technology and mega-trends including:
- How technology purchasing saves costs in the long run
The intersection of personalization and automation
How aggregators can collect client specific information to help advisors direct portfolio strategy
How CTOs can be equipped to make specific purchases an effective tool for the organization
Inspirational thought leadership
WealthStack brings together the leading advisors, broker dealers and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience and ultimately grow their firm to share their stories and insight on how you can do the same.
Hear from Dana Wilson, Brett Orvieto, John O’Connell, Tito Pombra, Devon Drew, Ashley Longabaugh, Jonathan Satovsky and more!
A unique community
Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more!
Companies who attended in 2022 included 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 and many more.
Even more ways to get your edge
For an extra $100, advisors can guarantee an event experience unlike any other by upgrading their pass to Advisor Plus.
The Advisor Plus rate grants access to 1:1 meeting opportunities, organized on your behalf by our Audience Engagement Manager, exclusive dinner networking opportunities, option to book a meeting with industry experts during RIA Edge Office Hours, early entry to our event app and onsite networking tool, special access to Advisor Plus only meetups, access to our VIP lounge, fully equipped with charging stations and refreshments, valet parking and advisor only networking opportunities.
Bring your entire C-suite and save
Advisory firms can bring additional team members for a 50% discount off the Advisor or Advisor Plus Pass rate by purchasing the Advisor Multi-professional Passport Discount Pass.
Through Wealth Management EDGE, we're bringing the top investment, operations and wealthtech leaders from the most influential and fastest-growing wealth management firms together to collaborate, connect and drive the industry’s next wave of growth.
New ways to engage
WealthStack is part of Wealth Management EDGE. EDGE introduces new sessions and formats to provide firm leaders with unmatched outcome-oriented learning and networking opportunities.
- Enjoy facilitated networking at the Peer & Partner Exchange.
- Enhance your wellbeing through our Wealth & Wellness
- Contribute to the thought-leadership driving the next wave of growth in wealth management at our Think Tanks.
- Be part of the solution by attending our highly curated meet ups focused on personal development, career goals and opportunity building
- Get inside information during the RIA Edge Office Hours exclusively for Advisor Plus pass holders
- Drop into the Innovation Station to efficiently demo, review and compare multiple tech solutions.
The Wealth Management EDGE experience
WealthStack is part of Wealth Management Edge. Wealth Management EDGE features 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, Wealth Management 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 Wealth Management 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 also get access to Wealth Management EDGE, the RIA Edge main stage and Inside ETFs. So you get all events for the price of one!
Advisors, tech gurus and influencers speaking include...
WHAT TO EXPECT FROM WEALTHSTACK 2023
Get the Latest Event Updates
Wealth Management EDGE 2023 on-demand
As a Wealth Management EDGE delegate, you can view many of the sessions on-demand via our Streamly platform after the event. Catch up on key insights and re-watch your favorite sessions.
Please note in a minority of cases, speakers may request their sessions are excluded from this on-demand access. Closed-door conversations are not available on demand.
Set yourself apart by sponsoring
"I have been really impressed by the seniority here"
Hear from Carolyn Armitage, Head of Thrivent Advisor Network, on her experience being part of WealthStack at Wealth Management EDGE 2022 and how the number of CEOs present made for such a great event.
Discover the steps being taken to run WealthStack as sustainably and socially responsible as possible including:
- FasterForward to zero - Informa's commitment to net zero carbon
- Reducing carbon emissions
- Dedicated content on sustainability & impact in investment management
- Wellbeing and accessibility
"If you're not here, you need to consider why" - Ric Edelman
Last summer saw the launch of Wealth Management EDGE, featuring Inside ETFs, WealthStack and RIA Edge.
Check other rave reviews from CEOs like Shannon Eusey. Plus the highlights from an amazing week...
Industry content year-round
Stay up to date with all the latest industry and event news
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