Advisor Circle
AdvisorHub
AGF Investments
AllianceBernstein
Allianz Investment Management
Alpha Architect
American Century Investments
Amplify ETFs
AXS Investments
Barron’s
Bitwise
BlackRock iShares
Bloomberg
BNY Mellon
BondBloxx
Broadridge
Brown Brothers Harriman
BTIG
Carson Coaching
CBOE
CF Benchmarks
Citadel Securities
Citi
Columbia Threadneedle Investments
Commonwealth
Craft & Capital
CRSP
Davis Advisors
Dimensional
Direxion
Dividend.com
DoubleLine
EdgarAgents
ETF Express
ETF Think Tank Tidal
Exchange Traded Concepts
Federated Hermes
Fidelity
Financial Advisor IQ
Financial Planning Association
FlexShares ETFs Managed by Northern Trust
Franklin Templeton
FTSE Russell, An LSEG Business
F/m Investments
GMO
Goldman Sachs Asset Management
Grayscale
Gregory FCA
GTS
Harbor Capital
Ignites
iM Global Partner
Innovator ETFs
Innovative Portfolios
Invesco
Invesco QQQ
Investopedia
Investor Business Daily
Jane Street
John Hancock Investment Management
J.P. Morgan Asset Management
J.P. Morgan
K&L Gates
Kraken
Macquarie
MarketWatch
Matthews Asia
MSCI
Morgan Stanley
Morningstar Indexes
MutualFunds.com
Nasdaq
Natixis Investment Managers
Neuberger Berman
Old Mission
Pensions & Investments
Principal
ProShares
RBC
Rethinking65
RIABiz
Ropes & Gray
Roundhill Investments
S&P Global Market Intelligence
Schwab Asset Management
Shaping Wealth
Simplify ETFs
S&P Dow Jones Indices
SS&C Technologies, Inc.
State Street Corporation
State Street Global Advisors
STOXX Indices
TCW
Texas Capital Bank
The RBI Group
The Wall Street Journal
ThinkAdvisor
TMX Group
T. Rowe Price
Touchstone Investments
Ultimus Fund Solutions
United Planners
U.S. Bank
Van Eck
Vanguard
Vedder Price
Vident
Visual Capitalist
Wilshire Indexes
WisdomTree
Xtrackers by DWS
YCharts
Small
Secure a branding sponsorship and feature your company logo on our digital platforms and onsite. Plus, receive discounted industry tickets.
$14,750
Medium
In addition to branding and discounted industry tickets, secure a 5×5 kiosk at the event for a low-lift way to have a presence onsite.
$22,500
Large
Work with us to create a custom sponsorship and make your company stand out. The possibilities are endless.
To be determined
“Exchange was a phenomenal conference which every advisor in this industry should attend. Every year I learn a new product or build on the knowledge I already have. To provide excellent service to our clients, we need to always be a student of our trade. After many years in this business, we can get comfortable and think we know it all. The only way to stay sharp is be keep on learning.”
“My opinion – it’s the perfect combination of innovation, new technology, new applications for advisors, and tons of ancillary benefits. It’s very fun; people who are attending want to have a good time. Most importantly, you actually walk away from the conference feeling like you learned something.”
“I get more meetings and business done in two and a half days at Exchange than in two months back in my NY office!”
“Always great content and networking! One of the few conferences I take time from work for.”
“My partner and I were thoroughly impressed. We’ve been in the industry for over 20 years and attended many conferences. By far, Exchange is our favorite. We’re looking forward to connecting with industry talent again. My business partners had me summarize some of my “takeaways” from the conference, and it was difficult for me to only name a FEW items. We made new friends, deepened our understanding of professional topics, and left with levity. ”
“The number one challenge I have is getting in front of clients. At Exchange, I can get in front of existing clients and meet new prospects more easily than traveling for a month.”
I’ve been going to Exchange for years now. I really enjoy connecting with the fund providers and learning about the strategies they’re bringing to market. I’ve actually made portfolio allocation decisions based on conversations that I’ve had at the event.
Exchange is backed by innovative and world-leading companies that are dedicated to supporting financial advisors.
Together, we can create the most valuable community event.
To learn about taking part in Exchange as a partner, please complete this contact form.
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Future Proof’s Wheel of Impact promotes the power of giving in a fun, dynamic and social way. With a donation of any size, attendees can have the ability to spin the wheel, determining where the donation will go and how it will be used. Land on the “mystery” selection and have a chance to win items, trips and other experiences.
Physical and mental health is the cornerstone of any successful long-term wealth plan. But for years, our industry has prioritized work over health, leading to unhealthy lifestyles and employee burnout. The Health Is Wealth Center provides a warm and relaxed setting, allowing attendees to come in and recharge, grab a drink from the juice bar and eat healthy snacks. The space will also be home to daily group yoga and fitness classes as well as meditation sessions.
rhe Creator Corner is built to support creators, creatives and brands. It’s equipped with a podcast recording studio and first-of-its-kind Collab Lab. The podcast area will afford attendees the ability to record podcast sessions and will feature podcast consultants helping to answer questions of both existing podcast hosts and aspiring creators. The Collab Lab is where asset managers and fintech companies collaborate with leading and emerging finance influencers. Looking for engaging content built for the modern financial professional or investor? We offer high quality video and audio production for all your creative needs.
Future Proof Live is our full-production broadcast studio strategically placed at the heart of the Boardwalk. Our very own Future Proof anchors will provide all-day commentary featuring casual speakers and celebrity interviews as well as unexpected guest appearances. Future Proof Live extends our one-of-a-kind experience to a larger audience virtually.
Technology is embedded in everything we do. So, why should a conference be any different? Exchange has invested in the next generation of networking apps, allowing you to connect, interact and share your experiences, before, after and on site at Exchange. Build lasting relationships and connections to empower your business.
Get the latest ETF industry update at Exchange! With 100+ industry leaders and innovators, there’s no shortage of amazing ideas going around. Add another 100+ thought leaders on top of that, and you have a content bonanza. Stop by and watch as the NYSE brings our TV studio to life.
No trip to South Florida is complete without a visit to the world-famous cabanas of the Fontainebleau. Connect and host your peers, clients and colleagues in a more relaxed environment as you step outside to take in the fresh air, reenergize and get business done.
People want to fall in love with your brand, they want to understand it, experience it. Exchange welcomes 100+ sponsors with interactive booths to bring you closer to the ETF industry, leaving you better educated and prepared for the road ahead.
Podcasts are taking over the world, but how do you get started? At Exchange, we bring the experts to you. Book a time slot to learn more about how you can get your podcast off the ground. Already have a podcast? Book a time slot and invite a guest or two, and record a podcast live from Exchange.
Large exhibit halls can be intimidating, with what feels like countless aisles of booths, making it difficult to know where to start. Exchange introduces our Marketplace guided tours. Join our expert guides as they highlight the most innovative companies driving meaningful change in the ETF industry.
The team at Exchange is hard at work putting together a truly unique Miami experience. Stay Tuned for more details.
Miami is vibrant and full of life, art and food that is truly unique to this wonderful city. Take advantage of being out of the cold and soak up all that Miami has to offer. Not sure what to do? Check in with us and we’ll let you know what’s happening and where you should be going.
Exchange kicks off our networking with a welcome reception just feet from the Atlantic Ocean. Enjoy amazing cocktails, little bites and the warm air as you reconnect with peers and industry colleagues after more than two years of being apart. Stay tuned for more details