Events › B2B Event
B2B Event
400
Attendees
A wealth management conference for advanced financial planners, CPWA, CIMA, and RMA professionals, featuring strategic portfolio construction and high-net-worth client management.
Exhibitor mix: Sponsors typically in categories: fintech, custodian, asset management, and RIA services.
Filter this event to your ICP.
Dozens of solution providers here. You probably care about 20–30. Tell us your ICP, we'll find them.
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⚠️ The exhibitor list for this event isn't publicly accessible yet. We'll work on it once you submit a request.
Organizer
Investments & Wealth Institute
Nonprofit · Denver, United States · Founded 1985
Professional association and credentialing body for financial advisors and wealth managers.
Why people attend
Advanced education, CEF/CPWA CE credits, networking with peers, and exploring wealth management solutions/technology.
Exhibitor categories
Sample matches
Filtered to a Series-B SaaS ICP. Your filter will be different.
Sample Match A
example.com
"Strong ICP match: Series B, EU expansion, VP Engineering and CTO attending."
Sample Match B
example.io
"Mid-stage SaaS with active GTM motion; product-led growth signals align with ICP."
████████ ██████
████████.io
"████████████████████████████████████████."
Submit your ICP
to unlock all matches
████████ ██████
████████.io
"████████████████████████████████████████."
Submit your ICP
to unlock all matches
Speakers
24 speakers at Investments & Wealth Experience - Scottsdale
Bestselling Author, Journalist, and Tech Industry Expert
Also speaking at SXSW Conference & Festivals
Associate Professor of Business Ethics and Legal Studies, Daniels College of Business · University of Denver
Also speaking at NACUBO Annual Meeting
Creator of the "Sketch Guy" Column · The New York Times
Deputy Chief Investment Officer · DoubleLine
Board Member and Co-Founder · ElanTech
Also speaking at GITEX Africa Morocco
Public Private Solutions Sales Specialist · Capital Group
Director, Global Client Solutions · KKR
Director, Wealth Strategist · Merrill Lynch
Private Wealth Business Development Manager · Capital Group Private Client Services
Also speaking at CLDA Final Mile Forum & Expo
Managing Director of Certification Programs · Investments & Wealth Institute
Executive Chairman, Real Assets Americas; Senior Managing Director, Green Investments · Macquarie Asset Management
Director, CVC Funding, LLC · CVC Funding, LLC
Chief Planning Officer · Edelman Financial Engines
Professor Emeritus · Santa Clara University
Managing Director · Macquarie Asset Management
"Inside Infrastructure: The Macquarie Edge—Megatrends, Macro Shifts, and Market Opportunities"
Founder · HolistiPractice
+ 8 more speakers at this event.
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Frequently asked questions