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Wealthies Awards Wealth Management Industry Awards Announces 2024 'Wealthies' Finalists

The tenth annual Industry Awards ceremony will be held in New York City on Sept. 5.

For the tenth year this September, will honor the best companies, people and organizations that support financial advisor success at its annual Industry Awards, aka “The Wealthies.”

This year’s winners, chosen by an independent panel of judges from among 287 finalists, will be announced on Sept. 5 at a black-tie gala at the Ziegfeld Ballroom in New York City.

View the full list of finalists

A record-breaking number of nominations was submitted for the 10th Annual Industry Awards—over 1,000 entries were received from more than 400 companies. Two-hundred-eighty-seven organizations were selected as finalists in one or more of the firm or individual categories in this year’s awards program.

In 2024, 132 companies submitted a nomination for the first time, and 76 of these firms were named finalists. 104 firms were recognized for outstanding achievement in multiple categories: leading the way with the most finalist awards were Cambridge (6); Envestnet (5); Janus Henderson (5); Nationwide (5); Orion (5); Snappy Kraken (5); SS&C (5); Advyzon (4); Apex Fintech Solutions (4); Asset-Map (4); CAIS (4); Catchlight (4); Cetera 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 moving the industry forward and empowering financial advisors,” said David Armstrong, executive director of content and user engagement for Informa Connect’s Wealth Management Group. “But the mission statement remains the same. We want to put a spotlight on the best work being done across the wealth management ecosystem to help financial advisors build better businesses and ultimately create better outcomes for their clients. The judges are not looking at the merits of the companies themselves, rather they are evaluating the most recent work these companies have done, work that advisors use to secure and enhance the financial future for millions of end clients, and empowers them to live the lives they want.”

Preceding the evening festivities, C-level executives from finalist firms will gather for a full afternoon of technology discussions and networking events. These include CTO buyers’ panels led by key purchasing influencers at power users of wealth tech, executive roundtables on the future of advisor tech, and think tanks on diversity, equity, inclusion and belonging.

For updates on the 2024 Industry Awards, visit 2024 Industry Awards.

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