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RIA Edge Orange County
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA

CD Valet

Profile

CD Valet's Advisor Marketplace puts your practice in front of a highly qualified, motivated audience: savers actively comparing CD rates and looking for smarter ways to manage their cash. These are engaged prospects, not cold leads — people already showing intent around near-term financial decisions. Through our marketplace, advisors gain visibility with savvy savers at the exact moment they're evaluating their options, creating a natural catalyst for a conversation about their financial picture. We help you generate qualified introductions to mass affluent prospects, build your pipeline, and grow your business — without the guesswork of traditional lead generation.