Wealth Management EDGE 2025

June 10-12, 2025 · The Boca Raton Resort, Boca Raton, FL

Wealth Management EDGE is WealthManagement.com's flagship conference, running business strategy and advisor technology under one roof after absorbing the standalone WealthStack event. The combination is what distinguishes it: an attendee can move from a session on firm economics to a technology deep-dive without changing conferences.

Who attends

RIA principals and executives, broker-dealer and enterprise wealth leadership, operations and technology decision-makers, plus the asset managers, custodians and fintech vendors serving them.

What was on the agenda

• Firm strategy, growth and the economics of independence

• The WealthStack technology track

• Investment strategy, alternatives and portfolio construction

• M&A, valuation and succession

• Regulatory and compliance developments

Why the technology track keeps returning to data

The consistent message from the WealthStack sessions is that firms have stopped shopping for more applications and started asking how the ones they own can work as a system. Adding a best-in-class tool to a stack whose data is fragmented reproduces the same problem behind a nicer interface.

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