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Wealth Management
EDGE

What is Wealth Management EDGE?

Wealth Management EDGE is an exclusive conference for financial advisors and advisory firm leaders who aim to drive business growth and acceleration. The event brings together three expert tracks—Inside ETFs, WealthStack, and RIA Edge—designed around investment strategies, technology and integration, and practice management.

Attendees can look forward to a deep and engaging agenda of commentary from leading industry experts, carefully curated one-on-one meetings, and private networking sessions. With a delegation of over 2,000 senior executives, comprising more than 150 CEOs and managing partners, the conference offers a unique opportunity for knowledge sharing and strategic alliance creation.

Meet Our SoftPak Team

Naaz Scheik

Founder & CEO

Christopher Stewart

Director of Client Relations

Award-Winning Tax Aware Rebalancing and Essential Automation Tools – All In One Place

Step into the Future of Portfolio
Management at Booth K80

Witness UREBAL Hub in action with an exclusive live demo from the SoftPak team. Discover how our streamlined platform enables smarter, faster, and effortlessly scalable portfolio rebalancing.

Everything you need to grow and scale your RIA practice, plus connectivity to all major trading platforms and custodians

Catch up with thought leaders, including CEO Naaz Scheik and other industry leaders. Hear their perspective on the trends, technology, and tools that are transforming the future of wealth management.

Talk to Us!

Schedule a meeting with us to learn more about how Urebal Hub is helping RIAs get direct access to the most powerful tools that leading investment firms use every day.