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Exchange Email Format
Investment Management
・
2-10 employees
・
Las Vegas, NV, USA
Exchange is an investment management company that produces a premier annual conference for financial advisors, hosted in Las Vegas.
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first.last@exchangeetf.com
Company Overview
Industry
Investment Management
Headquarters
Las Vegas, NV, USA
Revenue
$1M-$2.5M
FUNDING Stage
Private
Website
Key Executives
Tom Hendrickson (President), Laure Richmond (Chief Financial Officer), Brad Baker, CFA (Chief Technology Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of Exchange?
Exchange uses the first.last format, so Jane Smith would be jane.smith@exchangeetf.com.
What types of financial professionals does Exchange primarily serve at its annual conference?
Exchange is built for financial advisors, ETF strategists, and gatekeepers. The 2026 event at Virgin Hotels in Las Vegas drew attendees from hundreds of attending firms and included fund issuers, index providers, and media representatives.
Where and when does Exchange hold its 2026 ETF conference?
Exchange 2026 takes place March 15-18 at Virgin Hotels in Las Vegas, NV. The event offers 20 or more hours of content, 10 or more CE credits, and networking across practice management, portfolio strategies, and market outlook tracks.
How can I find the right Exchange contact for sponsorship or partnership outreach?
Exchange lists sponsorship opportunities on its website, covering exhibitor spaces, experiential activations, and branding options. You can also use Clay to enrich and verify contact details for the Exchange team before reaching out.
Who leads the Exchange Advisor Council that shapes the Exchange conference agenda?
The Exchange Advisor Council for 2026 includes advisors from firms such as Astoria Advisors, EP Wealth Advisors, Sage Advisory, and Zenith Wealth Advisors, among others, and was created to build the conference program directly around advisor needs.
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