WealthStack 2025 | Informa | 9 June 2025 | The Boca Raton, 501 E Camino Real, Boca Raton, FL 33432, USA

Connecting advisors, wealth institutions and wealth technologies.

Accelerate the growth of your business, deliver an elite digital client experience and improve productivity and profitability.

Edge covers three pillars – investment, productivity and growth. This makes the Edge audience 100% unique. No other event brings together CIO, CEO and CTOs as well as teams across the investment, technology and practice management ecosystems.

Attendees with a event ticket will get access to the entire Edge event. All stages, networking and experiences are accessible for all attendees creating maximum productivity and the possibility for a serendipitous meeting or lightbulb moment.

The latest insights
The industry's most innovative and influential minds guide you through the latest techstack opportunities. Position your firm to make the most of what's down the road.
• Navigating the AI-driven Future of Wealth Management
• How Advisors are Leveraging WealthTech for Peak Efficiency
• How Custodial Competition Will Transform the Advisor Space

2024 Past Speakers

Mike McDaniel
Head Coach, Miami Dolphins

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Molly Bennard
CEO, Connectus Wealth Advisers

Joanne Bradford
Senior Advisor for The Female Quotient & Wealth.com, and Chief Money Officer, Domain Money

Jeff Dekko
CEO, Wealth Enhancement Advisory Services

Mark Tibergien
Board Member, Business Advisor

Jeff Gonyo
Head of Recruiting, Divisional President, and Founding Partner, Steward Partners

Joe Duran
Managing Partner, Rise Growth Partners

Lisa Crafford
Managing Director, Head of Advisory, Constellation Wealth Capital

Natalie Wolfsen
CEO, Orion