---
title: Partnership | Investment & Wealth Experience
description: With limited sponsorships available, your brand gains direct access to advanced wealth management professionals and decision-makers actively seeking solutions.
---

[![experience from investments and wealth institute](https://experience.investmentsandwealth.org/hubfs/experience-wht.png)](https://experience.investmentsandwealth.org/?hsLang=en)

- [Scottsdale](https://experience.investmentsandwealth.org/scottsdale) 
    - [Activities](https://experience.investmentsandwealth.org/activities-scottsdale)
    - [Agenda](https://experience.investmentsandwealth.org/scottsdale-2026-agenda)
    - [Braindate](https://experience.investmentsandwealth.org/scottsdale-2026-braindates)
    - [Speakers](https://experience.investmentsandwealth.org/scottsdale-2026-speakers)
    - [Venue](https://experience.investmentsandwealth.org/scottsdale-venue)
    - [Partners](https://experience.investmentsandwealth.org/partners)
    - [Register](https://experience.investmentsandwealth.org/scottsdale-register)
    - [FAQs](https://experience.investmentsandwealth.org/scottsdale-register#faqs)
- [Partner with Us](https://experience.investmentsandwealth.org/partnership)

[![experience from investments and wealth institute](https://experience.investmentsandwealth.org/hubfs/experience-wht.png)](https://experience.investmentsandwealth.org/?hsLang=en)

- [Scottsdale](https://experience.investmentsandwealth.org/scottsdale) 
    - [Activities](https://experience.investmentsandwealth.org/activities-scottsdale)
    - [Agenda](https://experience.investmentsandwealth.org/scottsdale-2026-agenda)
    - [Braindate](https://experience.investmentsandwealth.org/scottsdale-2026-braindates)
    - [Speakers](https://experience.investmentsandwealth.org/scottsdale-2026-speakers)
    - [Venue](https://experience.investmentsandwealth.org/scottsdale-venue)
    - [Partners](https://experience.investmentsandwealth.org/partners)
    - [Register](https://experience.investmentsandwealth.org/scottsdale-register)
    - [FAQs](https://experience.investmentsandwealth.org/scottsdale-register#faqs)
- [Partner with Us](https://experience.investmentsandwealth.org/partnership)

[Register Today](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en)

[Register Today](https://experience.investmentsandwealth.org/scottsdale-register?hsLang=en)

# Work With Us

## Our Audience

Seize the opportunity to connect with the top investment managers, retirement planners, and wealth management professionals in the industry.

## 40%

of IWI-certified advisors serve a core market with more than $2 million in assets

## $7.3M

is the mean assets per client of CPWA advisors-3.9x higher than non-CPWA practices

## 42%

of IWl members are part of practices managing $250 million or more in assets

## 52%

of practices with more than one CIMA professional advise high net-worth and ultra-high net-worth clients

## $601M

is the average AUM of an IWI-certified advisor.

## Who We Are

For four decades, we’ve been dedicated to empowering investment and wealth management professionals with exceptional education, certifications, and resources.

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## Advisor Breakdown by Firm

Partnering with us offers your company unparalleled access to an elite audience of top wealth managers

![image](https://experience.investmentsandwealth.org/hs-fs/hubfs/IWE_2025/Images/Partnership/image.png?width=1392&height=127&name=image.png)

## Sponsorship Opportunities

Investments & Wealth Experience isn’t a crowded tradeshow, it’s an event built for meaningful engagement.

With limited sponsorships available, your brand gains direct access to advanced wealth management professionals and decision-makers actively seeking solutions.

[conferences@i-w.org](mailto:conferences@i-w.org)

##### Get Your Questions Answered

### Request Sponsorship Information

Fill out the form and a representative will reach out to provide more information about sponsorship opportunities.

## Questions? Reach Out to Our Team

[Email Us](mailto:conference@i-w.org)

[![experience-wht](https://experience.investmentsandwealth.org/hs-fs/hubfs/content-hub/experience-wht.webp?width=204&height=50&name=experience-wht.webp "experience-wht")](https://experience.investmentsandwealth.org/?hsLang=en)

- [Customer Support](https://experience.investmentsandwealth.org/customer-support)
- [Partner With Us](https://experience.investmentsandwealth.org/partnership)

 Copyright © 2026, Investments & Wealth Institute

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