We define financial advisors as accredited advisors that have discretionary purview and manage money/investment portfolios on behalf of individual investors. Registered financial advisors with a valid personal CRD or institutional gatekeepers qualify.
For more information about who may qualify for an advisor registration, please click here. Members of our team will be manually reviewing each advisor submission for validity.
Early bird pricing ends on October 31, 2025.
Professionals from across the financial industry ecosystem can join us at Exchange, including fund issuers, index providers, data and technology firms, public relations companies, legal firms, and more.
For more information about who may qualify for an industry pass, please click here. Interested in sponsoring? Please fill out this form to speak with our team and learn more about partnering.
Early bird pricing ends on October 31, 2025.
Exchange welcomes professional financial reporters and qualified independent media influencers who are looking to share the latest news on industry innovations.
For more information about who may qualify for a media and influencer pass, please click here.
Click on 'Apply' to email our communications team about obtaining a pass.
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