WealthManagement
- Company typePrivate
- Founded1976
- HeadquartersNew York, United States
- Headcount1,001–5,000
- GTM typeB2B
- OfferingDigital Commerce or Content
WealthManagement firmographics
Firmographics- Name
- WealthManagement
- Legal name
- Informa Connect Limited
- Website
- https://wealthmanagement.com
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Ownership category
- akta.pro rank
WealthManagement industry classification
Industry- Product category
- Wealth Management Trade Media
- NAICS
- Finance and Insurance (52)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where WealthManagement is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
WealthManagement business model
Business model- GTM type
- B2B
- Offering type
- Digital Commerce or Content
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Subscriptions: Individual and enterprise subscriptions for Wealth Management digital content and Trusts & Estates magazine. Enterprise pricing offers digital only at $36 per subscription for groups of 10+, or print & digital for $75 each (50% savings).
- Marketing Solutions: Advertising, sponsorship, and marketing solutions for wealth and asset management firms seeking brand visibility, thought leadership, and lead generation.
- Industry Events: Revenue generated from events including Wealth Management EDGE, RIA Edge Nashville, RIA Edge Los Angeles, Investment Management Summit, and other industry conferences.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise Subscription - Digital Only |
| Subscription | Annual | Enterprise Subscription - Print & Digital |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
WealthManagement product offering
Product offeringCore offering
WealthManagement is a B2B trade media and information company that publishes news, research, podcasts, webinars, and conference events for financial advisors, RIA executives, estate planners, and wealthtech decision-makers. It monetizes through individual and enterprise subscriptions, advertising and marketing solutions sold to wealth and asset management firms, and industry events including the Wealth Management EDGE conference. Its content portfolio spans four sub-brands: Wealth Management (flagship editorial), RIA Edge, WealthStack, and Trusts & Estates.
Product overview
Wealth Management operates as a multi-platform media and information company serving the wealth management industry. The core offering consists of four interconnected sub-brands: the flagship Wealth Management editorial publication (delivering news, analysis, and research since 1976), RIA Edge (targeting RIA executives), WealthStack (focused on advisor technology), and Trusts & Estates (serving estate planners since 1904). Supporting these core brands are add-on modules including a Media Center with podcasts/videos/webinars (featuring series like RIA Edge Podcast, WealthStack Podcast, The Healthy Advisor), CE Webinars offering professional education credits, Research reports including benchmarking studies, and the annual Wealth Management Industry Awards. The company also hosts the Wealth Management EDGE event and the Trusts & Estates for Advisors program.
Differentiator
Problem solved
Functional benefit
Brands
- Wealth Management: Flagship brand providing timely news, in-depth research, and career building insights for financial advisors
- RIA Edge
- WealthStack
- Trusts & Estates
- Wealth Management EDGE
- Wealth Management Industry Awards
Products and services
- Wealth Management (flagship editorial brand) The flagship editorial publication delivering timely news, second-day analysis, and research for financial advisors and executives. Originally launched in 1976 as Registered Representative Magazine.
- RIA Edge Sub-brand for RIA executives delivering insights on building sustainable, professionally managed advisory firms.
- WealthStack Sub-brand delivering technology insights, analysis, and tools to advisor and wealthtech decision-makers.
- Trusts & Estates Peer-reviewed publication serving estate planners and wealth advisors serving high-net-worth individuals, delivering insights on tax law, regulations, and estate planning.
- CE Webinars Continuing education webinars for financial advisors offering CFP, CIMA, CPWA, CIMC, RMA, and AEP CE credits.
- Research Proprietary research reports and analysis, including the WMIQ RIA Edge Benchmarking survey of 241 RIA executives.
- Wealth Management EDGE Industry event providing breaking news, insights, and key takeaways for wealth management professionals, complemented by regional RIA Edge events in Nashville and Los Angeles.
- Wealth Management Industry Awards Annual awards program in its 12th year that spotlights companies and leaders shaping the future of financial advice, wealthtech, investment solutions, and advisor growth.
- Trusts & Estates for Advisors Comprehensive resource program for financial advisors on trusts, estates, and wealth transfer strategies, featuring expert insights, legal updates, and actionable estate planning guidance.
Companies that use WealthManagement
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles3 records
WealthManagement technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
WealthManagement partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Goldman SachscoreGoldman Sachs joined the Net Positive Consortium in Wealth Management as a new strategic partner. The consortium, which won an industry award, includes member firms focused on social and environmental impact through internship programs, volunteer services, and sustainability initiatives.
Scale indicators2 records
Recent moves7 records
Expansion highlights6 records
WealthManagement competitors and assessment
Company assessmentDirect peers
- InvestmentNews: Direct competitor serving financial advisors with news, research, and industry events. Targets a similar RIA/independent advisor audience with overlapping editorial coverage and conference franchises.
- ThinkAdvisor: Closely aligned competitor publishing news, analysis, and practice-management resources for financial advisors. Overlaps heavily on wealth management editorial coverage and CE-eligible content.
- Financial Advisor (FA Magazine): Long-standing print and digital publication for financial advisors. Competes directly with Wealth Management's flagship brand for advisor readership and B2B marketing spend.
- Financial Planning (Journal of Financial Planning): Peer-reviewed publication and media arm of the Financial Planning Association. Competes for advisor readership and CE-eligible content delivery in financial planning.
Broad incumbents
- Barron's: Established Dow Jones financial publication covering investing, wealth management, and advisor practice. Reaches a broader (including retail) audience but competes for premium advisor subscribers and advertising.
- Morningstar: Major investment research and data provider with significant content offerings for advisors. Competes in research, ratings, and editorial, and is increasingly integrating AI-driven advisor tools.
- Forbes (Advisor channel): Generalist business media with a growing advisor-focused vertical. Competes for high-net-worth editorial coverage and digital advertising aimed at wealth managers and their clients.
Emerging players
- Advisor Perspectives: Digital-first content platform serving RIAs and independent advisors with commentary and analysis. A free, ad-supported model that pressures subscription-based editorial competitors.
- RIA in a Box / Aspire Systems (consolidated): Compliance and operations technology providers serving RIAs. Adjacent in the RIA ecosystem and increasingly offer content/thought-leadership to engage the same advisor audience.
Regional players
- Wealth Professional (Canada): Canadian-focused wealth management media serving advisors in Canada. Operates a parallel business model (news, events, awards) but in a different geography than Wealth Management's U.S. core.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
WealthManagement social profiles
Digital presenceWealthManagement financial estimates
Financial estimateRevenue estimate
Valuation estimate
WealthManagement leadership team
Management profileNumber of profiles
Profiles19 records
WealthManagement subsidiaries and ownership
Company hierarchySubsidiaries3 records
WealthManagement funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
WealthManagement M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about WealthManagement
What does WealthManagement do?
WealthManagement is a B2B trade media and information company that publishes news, research, podcasts, webinars, and conference events for financial advisors, RIA executives, estate planners, and wealthtech decision-makers. It monetizes through individual and enterprise subscriptions, advertising and marketing solutions sold to wealth and asset management firms, and industry events including the Wealth Management EDGE conference. Its content portfolio spans four sub-brands: Wealth Management (flagship editorial), RIA Edge, WealthStack, and Trusts & Estates.
Is WealthManagement a public or private company?
WealthManagement is a private company. It is classified as corporate owned and is currently operating.
When was WealthManagement founded?
WealthManagement was founded in 1976. It employs 1,001 to 5,000 people.
Where is WealthManagement based?
WealthManagement is headquartered in New York, United States, in the North America region.
How does WealthManagement make money?
Three revenue lines are on record. Subscriptions are the primary driver. The others are marketing Solutions and industry Events.
Who are WealthManagement's main competitors?
Direct peers on record are InvestmentNews, ThinkAdvisor, Financial Advisor (FA Magazine) and Financial Planning (Journal of Financial Planning). Broad incumbents are Barron's, Morningstar and Forbes (Advisor channel). Emerging players are Advisor Perspectives and RIA in a Box / Aspire Systems (consolidated). Wealth Professional (Canada) is listed as a regional player.
Does WealthManagement have an API?
No public API is recorded for WealthManagement.
What industry is WealthManagement in?
WealthManagement's product category is Wealth Management Trade Media. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 52 and its SIC code is 6282.