Wealth Management EDGE 2027

About

Exhibitors include investment-product issuers, wealth-technology providers, portfolio-construction specialists, and advisory-practice vendors. Attendees include financial advisors, advisory-firm leaders, investment professionals, and wealth-management executives.[2][9]

Wealth Management EDGE 2027 brings the advisory community together in Boca Raton, United States, for a focused look at where finance and investment strategy meet practice management. Exhibitors include investment-product issuers, wealth-technology providers, portfolio-construction specialists, and advisory-practice vendors. That means attendees get direct access to the tools and solutions shaping modern portfolios. Financial advisors, advisory-firm leaders, investment professionals, and wealth-management executives come to compare platforms, explore trading and forex considerations, and sharpen their approach to investment planning. The show floor is built for practical conversations rather than passive browsing, so you can evaluate products, ask detailed questions, and build relationships that support client outcomes. Whether you are refining portfolio construction, assessing new wealth technology, or sourcing investment products for your practice, Wealth Management EDGE 2027 offers a concentrated setting to connect with the people behind the solutions. Plan your visit around the exhibitors and sessions that match your priorities, and use the directory to map your time in Boca Raton efficiently.

Key facts

Wealth Management EDGE 2027 is a trade show for finance, trading, forex, investment held 8–10 Jun 2027 at The Boca Raton Resort in Boca Raton, United States.

Industries

finance, trading, forex, investment

Venue

The Boca Raton Resort

Official website

informaconnect.com/Edge

Listing source

Confirmed on the open web

Last updated

28 October 2026