Wealth Management EDGE / WealthStack 2026

June 9-11, 2026 · The Boca Raton Resort, Boca Raton, FL

Wealth Management EDGE is WealthManagement.com's flagship conference, and it absorbed the former standalone WealthStack event to run business strategy and advisor technology under one roof. That combination is what distinguishes it: the same 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's on the agenda

• Firm strategy, growth and the economics of independence

• The WealthStack technology track — platforms, integration and AI

• Investment strategy, alternatives and portfolio construction

• M&A, valuation and succession

• Regulatory and compliance developments

Why the WealthStack track keeps returning to the data layer

The consistent message from the technology 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 with a nicer interface — which is why architecture, not features, has become the heart of the WealthStack conversation.

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