Maximize Your Impact At MoneyShow Masters Symposium Sarasota 2025
MoneyShow Masters Symposium Sarasota 2025, taking place December 1 at the Ritz-Carlton in Sarasota, Florida, brings together elite investors, financial advisors, portfolio strategists, and wealth managers to explore new investment opportunities, discuss emerging market trends, and engage in high-level dealmaking. This event is geared toward seasoned professionals who influence major portfolio decisions across equities, ETFs, real estate, alternative assets, and more.
Many attendees control or advise on high-net-worth portfolios, and they are looking to connect with firms offering unique financial products, strategic services, or exclusive investment opportunities. Decision-making happens in person, whether it’s about reallocating capital, evaluating fund performance, or staying ahead of macroeconomic shifts. For companies targeting financial influencers, early access to this audience means initiating relevant discussions while strategies are still forming.
With Vendelux’s enriched data, sales and marketing teams can identify which RIAs, fund managers, and executives are expected on-site, gain insight into their areas of focus, and strategically organize outreach for maximum traction ahead of and during the event.
How Sales, Marketing and Revops Teams Can Use This Attendee List
The enriched attendee list from Vendelux allows financial services sales and partnership teams to engage with the right people in a market known for its precision and results-driven mindset. Use attendee data to segment potential contacts by role—such as high-net-worth advisors, family office executives, or institutional allocators—and by firm size and specialization.
This segmentation helps tailor messaging for specific needs, such as income-generating products, tax-advantaged strategies, or technology that supports client portfolio optimization. With budget and allocation planning often finalized by year-end, scheduling pre-event meetings is critical. The list provides verified email addresses, LinkedIn profiles, and other contact details to help teams schedule one-on-one sessions with decision-makers before the floors open.
By aligning outreach with the financial focus areas of attendees, companies can gain meaningful traction on-site and continue personalized follow-up after the event closes—turning one conversation into recurring business. If you’re looking for how to get more meetings with budget owners attending this symposium, the enriched conference attendee list offers the clarity and access needed to start early and show up ahead of your competition.
Timing Is Everything
MoneyShow Masters Symposium Sarasota 2025 is scheduled for December 1, 2025. Most investment professionals attending are outlining next year’s strategies by the fourth quarter, which makes early outreach in May through November a strategic window.
Vendelux allows teams to act early by identifying which executives are expected and aligning outreach in advance with their core responsibilities—whether that’s managing client assets, seeking new investment vehicles, or evaluating partnerships. Connecting ahead of time increases your chances of qualifying prospects and booking in-person conversations across a full day of active programming.
What’s Included In The MoneyShow Masters Symposium Sarasota 2025 Attendee List?
Vendelux provides visibility into financial professionals expected to attend this event through a combination of organizer-sourced data and predictive intelligence. Businesses can upload a list of key accounts to see which companies are represented, enabling sharper targeting.
The enriched attendee data includes first and last names, job titles, company names, company websites, location (city, state, country), LinkedIn profiles, verified email addresses, and phone numbers when available. These insights give sales, marketing, and partnership teams the precision and access they need to build meaningful conversations around quantified value.
Where Is MoneyShow Masters Symposium Sarasota 2025?
The event will take place at the Ritz-Carlton in Sarasota, Florida, United States.
When Is MoneyShow Masters Symposium Sarasota 2025?
The event is scheduled for December 1, 2025.
What Type Of Event Is MoneyShow Masters Symposium Sarasota 2025?
MoneyShow Masters Symposium Sarasota 2025 is a high-touch investment gathering focused on investment strategy, asset allocation, and financial innovation. It includes keynote presentations, breakout sessions, portfolio advisory discussions, and networking that connects top-tier financial professionals and industry leaders.
How Many People Attend MoneyShow Masters Symposium Sarasota 2025?
The event is expected to bring together several hundred professionals, primarily from the United States, representing senior roles in investment planning, asset management, and financial advisory services. The audience is composed largely of high-net-worth wealth advisors, institutional allocators, and experienced investors focused on strategic partnership and capital deployment opportunities.
