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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Bill Crager
Founding Partner at iAlta
Speaker

Profile

Bill serves as Founding Partner at iAltA, an innovation firm building the digital infrastructure to unify private market systems and create more intelligent connectivity across the wealth ecosystem. He has spent his career redefining how financial advice is delivered, growing Envestnet to oversee $5.4 trillion in client assets and serve more than 107,000 advisors, making it the market-leading managed solutions provider by platform assets, accounts, and advisors served. At iAltA, he is focused on helping the industry navigate a new era of convergence where integrated experiences and modern infrastructure elevate the wealth management profession, and remains dedicated to what has always driven him: empowering advisors to serve their clients and grow the value of their businesses.

Agenda Sessions

  • Closing Keynote - The Groundwork for Modern Wealth Management

    3:00pm