Wealth Management Edge 2026
Get your brand in front of the Finance buyers at Wealth Management Edge 2026 with geofenced ads.
Date
Jun 9, 2026 — Jun 11, 2026
Venue
The Boca Raton Resort, Boca Raton, FL, USA
About
FinanceWealth Management Edge 2026
Wealth Management Edge 2026, convening at The Boca Raton Resort from June 9 to 11, is the definitive event for wealth management decision-makers. This three-day gathering brings together insights across investment, technology, and practice management, aiming to provide a deep understanding of developments that can drive growth and efficiency.
The event draws the largest assembly of RIAs, collectively managing over $17 trillion in assets. Attendees will delve into critical subjects, with discussions covering practical applications of AI, effective lead generation strategies, and approaches to succession planning. Participants will also explore current trends in ETF strategies and wealthtech innovations.
Beyond the structured sessions, opportunities for connection are built into the schedule through curated EDGE Meetings, Roundtables, and the Allocate matchmaking program. The program also includes activities such as beachside yoga and poolside gatherings, offering a relaxed environment for networking and reflection.
Expected Attendees
2,000
Industry
Finance
Event Details
Industry
Finance
Venue
The Boca Raton Resort
Location
Boca Raton, FL, USA
Boca Raton, FL, USA
Website
informaconnect.com/edge/Topics
How it works
Advertise at Wealth Management Edge 2026 in 3 steps
Pick your event
You're already here — Wealth Management Edge 2026 is ready to target.
Draw your geofence
Outline the venue, or use our suggested zones, to define exactly where your ads run.
Launch your campaign
Go live in minutes and start reaching attendees throughout the event.
Geofences
No zones configured
Got questions?
Frequently Asked Questions
Wealth Management Edge 2026 in Boca Raton concentrates around 2,000 Finance professionals in one place, so your ads reach people already interested in your category instead of a broad, untargeted crowd.
Draw a geofence around The Boca Raton Resort in Boca Raton and serve display, video, or CTV ads to the phones inside it — the same audience an exhibitor pays for, without the booth, travel, or staff.
Geofenced event campaigns tend to outperform standard display because the audience is already primed for your category. Run ads during the event, then retarget the same attendees afterward.
Wealth Management Edge 2026 draws roughly 2,000 Finance professionals, a focused audience for well-targeted advertising.
Pick Wealth Management Edge 2026, outline the venue with a geofence, set your budget, and launch — most campaigns go live in minutes, with full performance reporting throughout.
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