The WealthManagement.com Industry Awards program recognizes the year’s best business initiatives and people meant to help financial advisors build better practices and more effectively serve their clients. These initiatives come in many forms, among them technology platforms, professional services, intelligence reports and investment products and strategies. They come from many different kinds of businesses, including asset management firms, custodians, brokerages, technology companies, valuation consultants, legal professionals and, increasingly, from RIA firms themselves.
But they all have this in common: They are meant to give financial advisors the tools, time and resources to better help clients manage their wealth—and meet their life goals.
Here are nine technology provider executives chosen by the awards programs' independent team of judges as worthy of recognition in their roles as chief marketing officers and chief technology officers.