This edition has endedNext: Wealth Management EDGEJun 8–10, 2027 · Boca Raton
Finance & Banking

Wealth Management EDGE 2026

This edition has ended

Wealth Management EDGE 2026 ran Jun 9–11, 2026 at The Boca Raton Resort in Boca Raton, United States. It is a Finance & Banking conference that expected about 2,000 attendees. ConferenceGrid lists 27 speakers. The next edition, Wealth Management EDGE 2027, is Jun 8–10, 2027 in Boca Raton.

Lineup updated Jun 2, 2026 · dates verified Jun 1, 2026

Wealth Management EDGE is the premier event for financial advisors, offering an unparalleled opportunity to dive into the latest investment strategies, technology innovations, and growth tactics. Attendees enjoy insightful sessions from leaders like Michael Kitces and Eric Balchunas, curated 1-2-1 meetings, networking events, and targeted content on investme…

Visit the official site
27Speakers
0Sponsors
0Sessions
25Companies · in total

Speakers

Programmed at Wealth, in alphabetical order.

Adam Cohen
Senior Principal · Cerity Partners
Adam Moseley
Director of Artificial Intelligence Consulting · Charles Schwab
Alexandra Wilson-Elizondo
Partner, Global Co-head and Co-chief Investment Officer, Multi Asset Solutions · Goldman Sachs Asset Management
Alex Farman-Farmaian
Chief Executive Officer · Compound Planning
Alex Hargrove
CEO · NetLaw
Alexis Miller
Director of Investment Research & Alternative Investments · OnePoint BFG Wealth Partners
Alex Morris
Co-Founder and Chief Executive Officer · F/m Investments
Alex Ortolani
Sr. Reporter · Wealth Management Group
Amar Ahluwalia
CEO · OneVest
Amy DeTolla
Founder and CEO · Aureus Advantage
Andres Garcia-Amaya
CEO & Founder · Zoe Financial
Andrew Rosen
Executive Chairman · Diversified, LLC
Angela Giombetti
Chief Marketing Officer · Wealthspire Advisors
Anna Joo Fee
Founder & CEO · Goodfin
Anna Stern
Legal Editor at Trust & Estates · Informa
Anne McPhail
Managing Director · Novare Capital Management
Anshul Sharma
Chief Investment Officer · Savvy Wealth
Anthony Stich
CMO · Moran Wealth Management
Ara Coutts
Advisor · Feathery
Ash Bhoopathy
Founder · Poseidon
Ashley Longabaugh
Principal Analyst · Celent
Avy Stein
Co Founder and Chairman · Cresset

Quick answers

When is Wealth Management EDGE 2026?
Wealth Management EDGE 2026 ran Jun 9–11, 2026 at The Boca Raton Resort in Boca Raton, United States. The next edition, Wealth Management EDGE 2027, is Jun 8–10, 2027 in Boca Raton.
Where is Wealth Management EDGE 2026 held?
Wealth Management EDGE 2026 was held at The Boca Raton Resort in Boca Raton, United States.
Who is speaking at Wealth Management EDGE 2026?
ConferenceGrid lists 27 speakers, including Adam Cohen (Senior Principal, Cerity Partners), Adam Moseley (Director of Artificial Intelligence Consulting, Charles Schwab) and Alexandra Wilson-Elizondo (Partner, Global Co-head and Co-chief Investment Officer, Multi Asset Solutions, Goldman Sachs Asset Management).
Company intelligence

An audience of 25 companies, parsed from the program.

25 companies in attendance.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
0All threespeak · spons · exh
0Sponsoringsponsor only
25Speakingspeaker only
Speakers by seniority

70% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite1452%
  • Founder / Owner27%
  • Director / Head of311%
  • Manager / Lead27%
  • Advisor / Investor14%
  • Other roles519%

Of 27 speakers · classified by free-text title

Most-represented companies
#CompanyRolesSpeakers
1Aureus Advantage1
2Celent1
3Cerity Partners1
4Charles Schwab1
5Compound Planning1
6Creative Planning1
7Cresset1
8Diversified1
9Edelman Financial Engines1
10Feathery1
11F/m Investments1
12Goldman Sachs Asset Management1
13Goodfin1
14Hightower Advisors1
Sponsors by tier

Tiers were not disclosed for this event.

In the same series

Prior and forthcoming editions