May 21 - 24, 2023
The Diplomat Beach Resort,
A New Era of Advice: Where Wealth Management & WealthTech Converge
Linking technology, practice management, operations and investment ideas to transform the wealth management industry
Join 2,000+ leading financial advisors, RIA decision-makers and wealthtech innovators and influencers
"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...
The most innovative technology conference for financial advisors, RIAs and Broker-Dealer technology decision makers
Cutting edge insight
Dissect the most advanced wealthtech developments. Engage with innovators and influencers. Prepare for the future.
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
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.
The likes of Joe Duran, Shannon Spotswood, Bob Oros, Ron Bullis, Dani Fava, Teddy Fusaro, Adrian Johnstone and many more spoke at the 2022 event.
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.
Access the event content all year round
All WealthStack attendees can access the content on-demand for 12 months after the event.
Sessions will be available to all attendees to access online a week after the event runs.
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.
Brand new features. Brand new opportunities.
Peer to peer exchanges and networking with a future-minded wealthtech 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.
Experience emerging and new developments with established tech solutions first-hand
WealthStack and Wealth Management 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 the Leading Edge stage.
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!
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.
Wealth Management EDGE Visionaries in 2022 included...
Advisors and tech gurus speaking in 2022 included:
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
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