RIA Edge Nashville 2027

March 2-3, 2027 · Nashville, TN

RIA Edge is Informa's C-level series for the leaders of the fastest-growing RIA firms in the country. The Nashville edition is deliberately compact — roughly 250 senior leaders over two days — with an agenda built around scaling decisions rather than technical planning content.

Who attends

RIA founders, CEOs, presidents and chief operating officers, plus the capital providers, platforms and technology partners working with growth-stage firms. Attendance is curated rather than open registration.

What's on the agenda

• Growth strategy and the economics of scaling an RIA

• The Tech for Growth Summit — technology as a scaling lever

• M&A, capital structure and ownership

• Talent, leadership and organizational design

Why scaling firms end up rebuilding their data layer

Firms growing quickly discover their operating model does not scale linearly. Headcount rises faster than revenue because each new client, advisor or acquired practice adds manual work moving data between systems that were never designed to share it. The technology sessions at RIA Edge return to this point every year: the constraint on growth is usually operational, and operations run on data.

Milemarker is the data infrastructure layer for wealth management, unifying data across 130+ systems on vendor-agnostic, AI-ready architecture.

Talk to us about your firm's data layer