Exchange

What Exchange does

Exchange is an annual ETF-focused financial services conference operated as Exchange LLC by VettaFi LLC (a TMX subsidiary), held at Virgin Hotels Las Vegas (March 15-18, 2026 in the current edition). The event brings together 1,439 attendees from 579 financial-services firms, 143 sponsors, and 32 media representatives across a 2.5-day program of 44 unique content sessions offering 10+ CE credits. The underlying technology stack is modest and operational rather than differentiated: a dedicated conference mobile app with two-factor authentication, personalized agenda building, and networking functionality, supplemented by standard registration and ticketing infrastructure. There is no proprietary platform in the SaaS sense — Exchange is fundamentally a curated live-event experience.

The business model is hybrid event-economics: (1) tiered attendee registration fees — financial advisors and gatekeepers with CRDs pay $299-$399, industry professionals pay $4,499 (early-bird $3,499), and verified financial media attend free with approval; (2) corporate sponsorship and exhibitor packages in Gold, Silver, and Partner tiers that sell out annually for booth, cabana, branding, and experiential activation slots; and (3) hotel/travel affiliate economics through a Virgin Hotels Las Vegas room block starting at $179/night, contractually tied to registration completion. Sponsorship appears to be the dominant revenue stream based on the 143-sponsor scale relative to the volume of attendee registrations. Customer segments split into two primary sides — financial advisors/wealth managers (with CRDs) as the demand side and ETF issuers, index providers, exchanges, and asset managers as the supply side — with financial media and institutional gatekeepers as secondary segments. The operator is Miami Beach-headquartered with 101-250 employees across TMX VettaFi.

Name

Exchange

Legal name

Exchange LLC

Website

https://exchangeetf.com

Company type

Private

Operating status

Operating

Headcount range

101–250 employees

Short description

Exchange is an annual ETF-focused financial services conference operated by VettaFi LLC that convenes 1,400+ financial advisors, 143 ETF-ecosystem sponsors, and media for educational sessions, CE credits, and networking at Virgin Hotels Las Vegas.

Ownership category

akta.pro rank

Headquarters

HQ city

Miami Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Operations, Marketing or Sales, Personnel, Technology or R&D, Others

Revenue model

1. Event Registration Fees: Revenue generated from tiered ticket sales: Financial advisors and gatekeepers pay $299-$399, industry professionals pay $4,499, and media/influencers attend free with approval. Early-bird discounts available for both segments.
2. Sponsorship and Exhibitor Packages: Revenue from corporate sponsors and exhibitors including Gold, Silver, and Partner tiers. Sponsorships include booth space, branding opportunities, experiential activations, and meeting spaces. The event sells out booth and cabana space annually.
3. Hotel and Travel Partnerships: Negotiated hotel room blocks at Virgin Hotels Las Vegas starting at $179 per night, with room block access provided upon event registration completion.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Exchange operates an annual ETF-focused financial services conference that brings together financial advisors, ETF issuers, index providers, exchanges, and media representatives for 2.5 days of educational content, networking, and CE-credit-bearing programming. Revenue is generated primarily through tiered attendee registration passes (Advisors & Gatekeepers at $299-$399, Industry at $4,499, Media complimentary with approval) and corporate sponsorship/exhibitor packages across Gold, Silver, and Partner tiers.

Product overview

Exchange is a single product offering—an annual financial services conference focused on the ETF industry. The core offering is the Exchange Conference (scheduled for March 15-18, 2026 at Virgin Hotels Las Vegas), which provides educational content sessions, networking opportunities, and an exhibit hall for financial advisors, industry professionals, and media. The conference is complemented by a dedicated mobile app for attendee scheduling and networking, and offers tiered registration passes (Advisors & Gatekeepers, Industry, and Media) as distinct access levels to the event.

Differentiator

Problem solved

Functional benefit

Products and services

• Exchange Conference An annual ETF-focused financial services conference (Exchange 2026: March 15-18, 2026 at Virgin Hotels Las Vegas) that runs for 2.5 days and brings together 1,400+ financial advisors from 579+ firms, 143 ecosystem sponsors, and 32 media representatives for educational sessions, networking, and an exhibit floor; designed specifically for registered financial advisors (with CRDs) and industry professionals across the ETF ecosystem.
• Sponsorship and Exhibitor Packages Tiered sponsorship and exhibitor packages (Gold, Silver, and Partner tiers) sold to ETF issuers, index providers, asset managers, and service providers (examples include J.P. Morgan Asset Management, State Street, Bloomberg Intelligence, NYSE, S&P Dow Jones Indices, VanEck, and Capital Group), granting booth space, branding opportunities, experiential activations such as robotics demos and racing simulators, and private meeting space on the exhibit floor.

Quantifiable outcome

• 44 unique content sessions providing up to 15 CE credits
• +2 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

18 partnerships are on record, tiered gold partner, silver partner, partner, core and minor.

• CF Benchmarksgold partnerGTM or Marketing Partner · 1 March 2026Gold sponsor bringing F1 racing car to expo floor for photo ops, showcasing engineering of peak performance.
• Bloomberg Intelligencegold partnerGTM or Marketing Partner · 1 March 2026Gold sponsor; Senior ETF Analyst Eric Balchunas presenting; hosting Inside Active podcast recording at event.
• Clear Streetgold partnerGTM or Marketing Partner · 1 March 2026Gold sponsor; Head of Derivative Sales Thomas Bonville presenting on portfolio strategies.
• Capital Groupgold partnerGTM or Marketing Partner · 1 March 2026Gold sponsor actively participating in World Central Kitchen charity challenge.
• New York Stock Exchangegold partnerGTM or Marketing Partner · 1 March 2026Gold sponsor; donating NYSE Closing Bell Experience as raffle prize.
• S&P Dow Jones Indicesgold partnerGTM or Marketing Partner · 1 March 2026Gold sponsor representing major index provider in ETF ecosystem.
• State Street Investment Managementgold partnerGTM or Marketing Partner · 1 March 2026Gold sponsor; Head of US Wealth Allison Bonds Mazza presenting; donating signed Lisa Leslie jersey as raffle prize.
• Exchange Traded Concepts (ETC)silver partnerGTM or Marketing Partner · 1 March 2026Silver sponsor bringing Ameca humanoid robot to showcase AI, robotics, and energy investment themes tied to THNQ, ROBO, and NUKZ ETFs.
• Roundhill InvestmentspartnerGTM or Marketing Partner · 1 March 2026Sponsor bringing Puppy Lounge to expo floor for stress relief and mental breaks.
• Nuveensilver partnerGTM or Marketing Partner · 1 March 2026Silver sponsor hosting Muni-rita Bar for networking discussions on municipal bond market and income strategies.
• Virgin Hotels Las VegascoreChannel Partner/ Reseller/ Distributor · 1 March 2026Venue partner providing conference space and negotiated hotel rates starting at $179/night. Donating Ruby Suite stay as raffle prize.
• World Central KitchenminorOthers · 1 March 2026Charitable beneficiary of Free Throws for Dough activation. Goal to raise over $15,000 for WCK's emergency food relief efforts.
• Independent Advisor AlliancepartnerGTM or Marketing Partner · 1 March 2026Partner hosting happy hour event with Wealth.com for financial advisors. Multiple speakers including CMO David Buzo presenting.
• Wealth Consulting GrouppartnerGTM or Marketing Partner · 1 March 2026Partner hosting The Bull of Wall Street podcast recording. CEO Jimmy Lee, CIO Jim Worden, and Chief Market Strategist Tally Léger presenting.
• Connective CommunicationpartnerGTM or Marketing Partner · 1 March 2026Sponsored workshop by CEO & Founder Jennifer Morgan on storyselling. Donating book Hearts, Minds & Wallets to welcome bags.
• Craft & CapitalminorGTM or Marketing Partner · 1 March 2026PR partner handling media pass applications at [email protected].
• Grow-MarketingminorGTM or Marketing Partner · 1 March 2026Donating Premium Bluetooth Headphones as raffle prize.
• Intercontinental Exchange (ICE)partnerGTM or Marketing Partner · 1 March 2026Donating exclusive NYSE Closing Bell Experience and signature quarter zip sweatshirt as raffle prize.

Scale indicators6 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Financial Planning Association (FPA): Major membership organization hosting annual conferences for financial planners with CE-credit content and exhibitor halls. Comparable event format serving a similar advisor audience with similar sponsorship dynamics.
• MoneyShow: Operates a portfolio of investor and advisor conferences with paid attendee bases and corporate sponsorships. Comparable revenue model (registration + sponsorships) and comparable target audience of financial professionals.
• Inside ETFs Conference: ETF-focused advisor conference co-founded by ETF industry veterans. Direct head-to-head competitor in the ETF advisor niche, overlapping with Exchange on audience, speaker pool, and sponsor ecosystem.
• Morningstar Investment Conference: Annual flagship conference targeting financial advisors with educational content, CE credits, and asset manager sponsorships. Closest direct competitor to Exchange in scale, audience, and advisor-focused positioning, with Morningstar's broader research brand providing distribution leverage.
• Schwab IMPACT: One of the largest US advisor conferences with thousands of attendees and major asset manager sponsors. Targets a similar independent advisor and RIA audience but with broader wealth management scope rather than ETF-specific focus.

Broad incumbents

• ICI (Investment Company Institute) events: Industry trade association that hosts conferences and events for the regulated investment company industry, including fund and ETF issuers. Adjacent event operator in the same ecosystem serving similar issuer and advisor audiences.
• CFA Institute conferences: Global association running investment-focused conferences with CE programs. Comparable in delivering CE-credit content to investment professionals, though broader in scope than Exchange's ETF-and-wealth focus.
• Bloomberg Invest: Bloomberg's flagship advisor and institutional conference. Overlaps on financial advisor audience and ETF-related content, but operates at a larger institutional scale backed by Bloomberg's terminal and media ecosystem.

Emerging players

• WealthManagement.com Industry Awards & Events: Industry media brand running advisor-facing conferences, awards, and digital content. Comparable in targeting financial advisors and wealth managers, with growing event presence that overlaps Exchange's audience.

Others

• VettaFi (TMX VettaFi) research and ETF data products: Parent operating company and distribution platform for Exchange, providing ETF data, indexing, and research. While not a separate peer company, VettaFi's research and data products are the upstream ecosystem that feeds Exchange's audience and content pipeline.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/exchangeETF

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Exchange