WealthTech
Companies at RIA Edge Orange County
14 organisations appear on RIA Edge Orange County's published sponsor and speaker listings. Here is the list, with the event's dates and location.
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
- Companies listed
- 14
From the sponsor listing
Sponsors and partners (10)
- KraneShares
- 401Go
- AdvisorEngine
- Communify
- Conquest Planning
- Egnyte, Inc
- eMoney Advisor
- Envestnet Financial Technologies
- Humanity Labs
- JMBullion
Last checked 2026-08-08.
From the speaker listing
Companies on stage (4)
Organisations named alongside the speakers RIA Edge Orange County publishes.
- Halbert Hargrove
- CAPTRUST
- LLC
- Integrated Partners
Last checked 2026-08-08.
Agenda themes
Topics covered
- Banking & Finance
- Wealth management
Ahead of the event
From the published list to a ranked target list
RIA Edge Orange County names 14 organisations. Your team needs the people in them who match your ICP, ranked, with account context, in the sequencer it already uses. Luminik sources the attendee picture from the event's public directory and the organisations around it, enriches it against your ICP, and sequences it weeks ahead of the event. Capture at the event writes straight to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
Common questions
Frequently asked
- Which companies attend RIA Edge Orange County?
- RIA Edge Orange County names 14 organisations on its published sponsor and speaker listings, including KraneShares, 401Go, AdvisorEngine, Communify, Conquest Planning.
- How many organisations sponsor RIA Edge Orange County?
- 10 organisations appear on the event's sponsor and partner listing.
- 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.
RIA Edge Orange County is a trademark of its organiser. This page is an independent summary of listings the event publishes. Luminik is not affiliated with the event.