In a world where wealth management firms are under pressure to scale, digitize, and differentiate, Wealth Management EDGE 2025 emerges as the industry’s most influential gathering point. Set against the luxurious backdrop of The Boca Raton, EDGE combines three powerhouse events—Inside ETFs, WealthStack, and RIA Edge- into one high-impact experience for decision-makers across the advisory and financial technology sectors.
Who Is It For?
Wealth Management EDGE is designed for the leaders and innovators shaping the future of financial advice and wealth planning. This includes:
- C-Level Executives: CEOs, CIOs, COOs, CTOs, and Managing Partners from RIAs, broker-dealers, family offices, and trust companies.
- Technology & Product Heads: WealthTech, fintech innovators, and product developers looking to showcase or explore solutions.
- Asset Managers & ETF Issuers: Professionals focused on market trends, product innovation, and fund distribution.
- Service Providers & Consultants: Strategic advisors, legal/compliance firms, marketers, and M&A consultants.
- Elite Advisors & Planners: Top-producing wealth managers eager to learn, network, and grow.
Why Attend?
This event isn’t just another industry meetup. It’s a 360° experience that combines thought leadership, hands-on workshops, one-on-one matchmaking, and community-building into a seamless agenda.
Key Benefits:
- Connect with 2,000+ Decision-Makers managing some of the largest AUMs in the country.
- Access to 150+ C-Level Leaders from the most influential advisory firms.
- Interactive Formats: From keynote sessions to private roundtables and social networking events.
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What to Expect
Rich, Multi-Track Content
Attendees can dive into specialized tracks covering:
- AI and automation in wealth management
- Investment trends: ETFs, crypto, retirement, UHNW, alternatives
- Practice growth: Lead gen, M&A, succession, client experience
- Regulation, compliance, and policy insight
World-Class Speakers
Wealth Management EDGE hosts a stellar lineup of financial thought leaders, including:
- JC Abusaid, CEO and President at Halbert Hargrove
- Amar Ahluwalia, CEO & Co-Founder at OneVest
- Joe Anthony, Co Founder & President at Gregory FCA
- Sara Baker, EVP, Mergers & Acquisitions at Allworth Financial
- Robb Baldwin, President & CEO at TradePMR
- Fred Barstein, Founder & CEO at TRAU, TPSU, & 401kTV
- James E. Bogart, CEO & Founder at Bogart Wealth
To Explore Complete Speakers Lineup, click here
Cutting-Edge Networking
With curated matchmaking and event tech through ConnectMe, attendees gain:
- 1:1 EDGE Meetings with ideal contacts
- Allocate Matchmaking for fund managers and RIAs
- Private fund roadshows and InvesTours
- Advisor-to-advisor “speed mentoring,” wine tastings, and more
Elite Advisor Premium Program
Top-tier advisors are invited into this exclusive initiative, providing:
- Complimentary registration
- VIP access to closed-door roundtables
- Strategic networking with C-suite peers
In 2024, the program drew over 250 elite advisors averaging $62B in AUM.
EDGE Consulting Lab
A true differentiator: Get free strategic consulting from top experts in marketing, technology, M&A, and more through office hours and workshops.
Why you should attend?
- Gain growth insights and build M&A partnerships
- Stay on top of emerging tech and AI for advisors
- Meet asset managers and get early access to products
- Connect with firms in need of strategic guidance
- Elevate your brand, learn, and build powerful connections
Final Thoughts: EDGE Is Not Just a Conference- It’s a Catalyst
Wealth Management EDGE offers a rare fusion of education, innovation, and elite networking tailored for those shaping the future of wealth. Whether you’re leading a growing RIA, launching a new platform, or looking to scale your practice, EDGE delivers the tools, insights, and relationships to take you there.
To explore the agenda, visit the official site.
