WealthTech
RIA Edge Orange County
RIA Edge Orange County is a conference for registered investment advisors (RIAs) and wealth management leaders. It focuses on business growth, technology, investment strategies, and challenges such as scaling with AI, M&A, and talent attraction. The event is designed for senior leaders and executives from fast-growing RIA firms.
The essentials
Event details
- Dates
- 19 October 2026 to 21 October 2026
- Organiser
- Informa Group PLC
- Tickets
- USD 800
- Expected attendance
- 350
- Industry
- WealthTech
Agenda themes
Topics covered
- Banking & Finance
- Wealth management
On stage
Speakers
- JC Abusaid, CEO, Halbert Hargrove
- Mike Wunderli, CAPTRUST
- Kate Healy, CEO and Co Founder, AdvoKate IQ, LLC
- Matt Ackermann, Chief Brand Officer, Integrated Partners
On the floor
Sponsors and partners
- KraneShares
- 401Go
- AdvisorEngine
- Communify
- Conquest Planning
- Egnyte, Inc
- eMoney Advisor
- Envestnet Financial Technologies
- Humanity Labs
- JMBullion
Logistics
Where to stay
Places to stay near the venue.
Laguna Cliffs Marriott Resort & Spa
25135 Park Lantern, Dana Point, 92629
Best Western Plus Marina Shores Hotel
34280 Pacific Coast Highway, Dana Point, 92629
Blue Lantern Inn
34343 Street of the Blue Lantern, Dana Point, 92629
Dana Point Harbor Inn
Hilton Garden Inn Dana Point Doheny Beach
34402 Pacific Coast Highway, Dana Point, 92629
Keep planning
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