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.
Advisor Breakdown by Firm
Partnering with us offers your company unparalleled access to an elite audience of top wealth managers
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.
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