Is there an attendee list for RIA Edge Orange County?

This page shows the listed speakers and sponsors. Registration lists are held by the organizer. Request a target list to plan who to meet.

Which speakers are listed for RIA Edge Orange County?

2 speakers are named on public listings for RIA Edge Orange County, including Kate Healy (CEO and Co Founder, AdvoKate IQ, LLC); Matt Ackermann (Chief Brand Officer, Integrated Partners).

Which sponsors are listed for RIA Edge Orange County?

9 organizations are named on the sponsor and partner listings for RIA Edge Orange County, including KraneShares, 401Go, AdvisorEngine, Communify, Conquest Planning.

When and where is RIA Edge Orange County?

19 October 2026 to 21 October 2026 at Waldorf Astoria Monarch Beach | Dana Point, CA, Dana Point, United States.

WealthTech

RIA Edge Orange County attendees

Speakers and sponsors named on public listings

Public listings for RIA Edge Orange County name 2 speakers and 11 organizations. The organizations are 9 sponsors and 2 companies on stage.

The essentials

Event details

Dates: 19 October 2026 to 21 October 2026
Location: Dana Point, United States
Venue: Waldorf Astoria Monarch Beach | Dana Point, CA
Industry: WealthTech
Speakers listed: 2
Companies listed: 11
Sponsors listed: 9

From the speaker listing

Speakers (2)

Names, roles and companies from published speaker listings.

Kate HealyCEO and Co Founder, AdvoKate IQ, LLC
Matt AckermannChief Brand Officer, Integrated Partners

Last checked 2026-09-17.

From the sponsor listing

Sponsors and partners (9)

Organizations listed as sponsors or partners.

KraneShares
401Go
AdvisorEngine
Communify
Conquest Planning
Egnyte, Inc
eMoney Advisor
Envestnet Financial Technologies
JMBullion

Last checked 2026-09-17.

From the speaker listing

Companies on stage (2)

Companies represented by listed speakers.

AdvoKate IQ, LLC
Integrated Partners

Last checked 2026-09-17.

From these listings

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Agenda themes

Topics covered

Banking & Finance
Wealth management

Common questions

Frequently asked

Who is listed for RIA Edge Orange County?: Public listings for RIA Edge Orange County name 2 speakers and 11 organizations. The organizations are 9 sponsors and 2 companies on stage.
Is there an attendee list for RIA Edge Orange County?: This page shows the listed speakers and sponsors. Registration lists are held by the organizer. Request a target list to plan who to meet.
Which speakers are listed for RIA Edge Orange County?: 2 speakers are named on public listings for RIA Edge Orange County, including Kate Healy (CEO and Co Founder, AdvoKate IQ, LLC); Matt Ackermann (Chief Brand Officer, Integrated Partners).
Which sponsors are listed for RIA Edge Orange County?: 9 organizations are named on the sponsor and partner listings for RIA Edge Orange County, including KraneShares, 401Go, AdvisorEngine, Communify, Conquest Planning.
When and where is RIA Edge Orange County?: 19 October 2026 to 21 October 2026 at Waldorf Astoria Monarch Beach | Dana Point, CA, Dana Point, United States.

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