BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers…
Custodians (established - $25b and over)
- Practice Management
- Technology
Finalists
Schwab Advisor Services
Virtual Practice Management
Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $10.3 trillion, including discretionary assets of $3.9 trillion as of March 31, 2021, we focus on meeting the unique needs of a diverse set of…
For more than two centuries, BNY Mellon Wealth Management has provided services to high-net-worth individuals, family offices, planned giving programs, and endowments and foundations. It has $286 billion in total client assets…
Apex Clearing is the fintech for fintechs powering innovation and the future of digital wealth management. Our proprietary enterprise-grade technology delivers speed, efficiency, and flexibility to firms ranging from innovative start-ups to blue-chip brands focused on transformation to capture a new
Finalists
TradePMR
Model Sleeve Trading