Maximize Your Impact At Wealth Management Edge 2026
Wealth Management Edge 2026, taking place on June 9 at The Boca Raton Resort in Florida, is a focused gathering of senior financial executives driving transformation across wealth management, RIA growth, and fintech innovation. The event brings together top-tier C-level leaders, including CEOs, COOs, Heads of Distribution, Product, and Technology from broker-dealers, banks, RIAs, investment firms, and family offices. Participants come with clear objectives: assess technology partners, analyze investment solutions, and secure strategies to scale their businesses.
This environment creates rare access to high-level decision-makers actively reviewing partnerships, budgeting for new platforms, and expanding advisor solutions. On-site business is fueled by strategic conversations around client acquisition, cost-efficiency, and integration strategies. By using Vendelux’s enriched attendee list in advance, your team can identify relevant firms, pinpoint decision-makers with purchasing authority, and prioritize high-potential conversations.
How Sales, Marketing And Revops Teams Can Use This Attendee List
Revenue teams targeting investment platforms, asset managers, technology providers, and wealth tech solutions can directly benefit from the Wealth Management Edge 2026 attendee data. Segment contacts by firm type—such as RIAs, IBDs, or multifamily offices—and align messaging with their influence areas, whether that’s client experience, investment performance, advisor enablement, or operational efficiency.
Use the enriched conference attendee list to get direct access to key roles like CIOs, CTOs, COOs, and Heads of Product, who are often responsible for buying decisions. Start outreach early to schedule priority meetings before calendars fill. Customize your approach to match each organization’s strategic goals, such as digitization, compliance, or scaling AUM. Leverage data like full contact details, LinkedIn profiles, and company information to follow up in relevant ways after the event, ensuring every touchpoint supports longer-term business development.
Timing Is Everything
Wealth Management Edge 2026 is scheduled for June 9, 2026. This event gathers high-level professionals who plan decisions well in advance, meaning early outreach is critical. With Vendelux, your team can start preparing now—benchmarking target accounts, mapping attendee decision roles, and coordinating meetings aligned to your go-to-market goals.
Because attendees are evaluating technology and investment partnerships months ahead of the event, early insight from the enriched attendee list enables you to position your value before the event takes shape. Sales and marketing teams that act early have an advantage, showing up with targeted messaging rather than cold introductions.
What’s Included In The Wealth Management Edge 2026 Attendee List?
Vendelux provides visibility into executives and key stakeholders expected to attend Wealth Management Edge 2026 through a combination of organizer-shared data and comprehensive predictive modeling. Clients can upload their list of target accounts and get instant insights into overlap with event attendees.
The enriched attendee list contains first and last names, job titles, company names, company websites, business locations (city, state, country), LinkedIn profiles, verified email addresses, and phone numbers when available.
Where Is Wealth Management Edge 2026?
The event will be held at The Boca Raton Resort in Boca Raton, Florida, United States.
When Is Wealth Management Edge 2026?
Wealth Management Edge 2026 is scheduled for June 9, 2026.
What Type Of Event Is Wealth Management Edge 2026?
Wealth Management Edge 2026 is a financial industry conference focused on the strategic decisions shaping the future of wealth management. The event features curated networking, private meetings, and tactical discussions through keynotes and panels tailored to senior executives in asset management, financial advisory, and fintech.
How Many People Attend Wealth Management Edge 2026?
The event is expected to welcome over 2,000 attendees, primarily from the United States, with participation from global investment and technology partners. Most attendees hold director-level and senior management roles or higher, including decision-makers from financial services firms, family offices, and fintech providers.
