WealthTech
Wealth Management Edge
This is a comprehensive resource focusing on trusts, estates, and wealth transfer strategies. It is for financial advisors.
The essentials
Event details
- Dates
- 8 June 2027 to 10 June 2027
- Location
- Boca Raton, United States
- Organiser
- Informa Connect Limited
- Industry
- WealthTech
Agenda themes
Topics covered
- Banking & Finance
Logistics
Where to stay
Places to stay near the venue.
Boca Inn
1801 North Federal Highway, Boca Raton, 33432
Hyatt Place
100 East Palmetto Park Road, Boca Raton, 33432
Ocean Lodge Florida
The Boca Raton Mizner Center
501 East Camino Real, Boca Raton, 33432
The Boca Raton Yacht Club
The Boca Raton Cloister
501 East Camino Real, Boca Raton, 33432
The Boca Raton Tower
501 East Camino Real, Boca Raton, 33432
Best Western Plus University Inn
2700 North Federal Highway, Boca Raton, 33431-7720
Stay on it
Get the next edition
When Wealth Management Edge announces its next edition, or these dates change, we read it from the organiser's own site. One email when that happens, nothing else.
Plan this event
Work out who to meet here
Luminik sources the attendee picture for an event like Wealth Management Edge, enriches it against your ICP, and sequences it ahead of the date. Capture at the event writes to Salesforce or HubSpot the same day, and attribution ties the pipeline back to the spend.
Spot something wrong on this page? Report a correction and we will fix it.
Is this your event? Verify it with your work email: one click in your inbox proves it is yours, we approve, and the badge goes up, usually within a day. Prefer the form?