Maximize Your Impact At Wealth Management Edge 2025
Wealth Management Edge 2025, held June 10–12 at The Boca Raton Resort in Boca Raton, Florida, brings together executives shaping the future of wealth management and financial advisory. This event plays a pivotal role in influencing fintech adoption, model portfolios, client engagement strategies, and enterprise partnerships across the broader wealth industry.
Attendees include C-level executives, senior advisors, asset managers, fintech leaders, and strategy professionals from banks, RIAs, family offices, and broker-dealers. High-value discussions and vendor decisions take place here, often tied to platform integration, budgeting cycles, and advisory tools. For vendors and partners, Wealth Management Edge offers rare access to budget holders and decision-makers who are actively shaping partnerships for the remainder of the fiscal year.
With Vendelux’s enriched attendee list, your team can identify key operators across firm types, segment by organizational focus, and engage meaningfully before the week begins. Reaching out in advance is a proven strategy to make in-person meetings more productive and aligned with attendee goals.
How Sales and Marketing Teams Can Use This Attendee List
Sales and marketing teams targeting financial institutions, fintech buyers, or asset allocator roles will find Wealth Management Edge especially valuable. Use the enriched conference attendee list to group contacts based on firm type—independent RIA, wirehouse, bank, or fintech—and tailor messaging to their technology priorities or investment philosophy.
The attendee data enables you to identify product leads evaluating CRM integrations, CIOs reviewing portfolio model compatibility, or business development professionals seeking new technology partners. Early outreach to these attendees lets you secure meetings with those controlling platform budgets or shaping vendor shortlists.
Once on site, you’ve already initiated context-driven conversations—turning a quick exchange into a next-step meeting. After the event, continue follow-up that references real attendee goals or session insights, not generic pitches. Vendelux’s attendee data helps you strategically plan how to get more meetings across buyer types, using verified contacts and firm-level insights to build high-value connections that extend well past the show.
Timing Is Everything
Wealth Management Edge 2025 is scheduled for June 10–12. With only a few weeks remaining, now is the time to begin structured outreach to prospects using the enriched Vendelux attendee list. Early identification of budget owners and decision-makers allows your team to secure more meetings and align messaging with attendee business cycles.
Teams that get ahead now can enter the event with a full calendar, pre-qualified conversations, and alignment on partnership goals—all of which drive better outcomes from your on-site investment.
What’s Included In The Wealth Management Edge 2025 Attendee List?
Each contact in the Wealth Management Edge 2025 attendee list includes their first and last name, job title, company name, company website, location by city, state, and country, LinkedIn profile, and when available, verified email addresses and phone numbers.
Where Is Wealth Management Edge 2025?
The event will take place at The Boca Raton Resort in Boca Raton, Florida, United States.
When Is Wealth Management Edge 2025?
Wealth Management Edge 2025 runs from June 10 to June 12, 2025.
What Type Of Event Is Wealth Management Edge 2025?
This event focuses on the wealth management and financial advisory industries, combining a curated blend of technology showcases, strategic panels, and high-level networking. It features discussions on investment strategy, digital transformation, practice management, and the future of platforms, with attendance from senior leaders and solution providers across the financial ecosystem.
How Many People Attend Wealth Management Edge 2025?
Wealth Management Edge 2025 is expected to draw over 2,000 attendees from across the United States and internationally, primarily composed of senior executives, advisors, CIOs, and fintech leads from wealth management firms, broker-dealers, and technology providers.
