Wealth Management Edge 2027
Wealth Management EDGE
Wealth Management EDGE is the largest gathering of Registered Investment Advisors (RIAs), focusing on investment, technology, and practice management. The event brings together over 2,000 senior wealth management decision-makers, including CEOs, managing partners, and institutional investors.
Main Summits and Tracks
- AI Assembly: Focuses on deploying AI to drive action, efficiency, and measurable growth within advisory firms.
- Private Markets: Educational track designed for CIOs and executives seeking actionable best practices on private market investing.
- Strategic Investing: Dissects key forces reshaping modern portfolios, including commodity cycles, international allocation shifts, digital assets, and tax-efficient investments.
- Tech for Growth: Explores how firms use data, automation, cybersecurity, and client experience technology to drive revenue and executive decision-making.
- Ultra-High-Net-Worth (UHNW) Summit: Innovative strategies for managing and preserving ultra-high-net-worth family wealth.
Exhibitors and Sponsors
The exhibit floor features a wide array of asset managers, ETF issuers, tech vendors, and service providers. Key sponsors and exhibitors include Goldman Sachs, Charles Schwab, T. Rowe Price, Vanguard, Franklin Templeton, and various fintech solutions like Orion, Altruist, and InvestCloud.
Networking and Experiences
The conference offers specialized networking programs such as EDGE Meetings, EDGE Roundtables, and Advisor2Advisor. Attendees can also participate in golf, wine tastings, and curated dinners.
Register for entry or booths
Venue Map and Hotels Around
Boca Raton - Boca Raton Resort & Club, Florida, USA