For the tenth year this September, WealthManagement.com will honor the best companies, people and organizations that support the success of financial advisors at the industry’s annual awards, known as The Wealthies.
This year’s winners, chosen by an independent panel of judges from among 287 finalists, will be announced in September. 5 at a black-tie gala at the Ziegfeld Ballroom in New York City.
A record number of nominations were submitted for the 10th Annual Industry Awards—over 1,000 entries were received from more than 400 companies. Two hundred and eighty-seven organizations were selected as finalists in one or more of the individual firms or categories in this year’s awards program.
In 2024, 132 companies submitted a nomination for the first time and 76 of them were named finalists. 104 firms were recognized for outstanding achievements in multiple categories: leading with the most finalist awards was Cambridge (6); Investnet (5); Janus Henderson (5); Nationwide (5); Orion (5); Snappy Kraken (5); SS&C (5); Tips (4); Apex Fintech Solutions (4); Asset-Map (4); CAS (4); Catchlight (4); Other Financial Group (4); Cohen & Steers (4); Interactive Brokers (4); Laserfiche (4); Nitrogen (4); Raymond James (4); Sora Finance Inc. (4); United Planners Financial Services (4); Vanilla (4) and Voya Financial (4).
New categories have been added this year to recognize organizations pioneering innovation in the RIA space and philanthropic initiatives as clients seek new solutions for charitable giving and estate planning.
“Now in its tenth year, this awards program has grown larger and more comprehensive and truly reflects the trends and currents that drive the industry forward and empower financial advisors,” said David Armstrong, executive director of content and engagement at users for the Informa Connect Wealth Management Group. . “But the mission statement remains the same. We want to spotlight the best work being done in the wealth management ecosystem to help financial advisors build better businesses and ultimately create better outcomes for their clients. Judges are not looking at the merits of the companies themselves, but rather the latest work these companies have done, work that advisors use to secure and improve the financial futures of millions of end clients and empower them to live the lives they want. .”
Prior to the evening’s festivities, C-level executives from the finalist firms will gather for an afternoon full of technology discussions and networking events. These include CTO buyer panels led by key procurement influencers to wealth technology power users, executive roundtables on the future of advisor technology, and think tanks on diversity, equity, inclusion and belonging.
For updates on the 2024 Industry Awards, visit WealthManagement.com 2024 Industry Awards.
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