Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors and…
Disruptors
- Industry
- Technology
Finalists
Blue Tractor
Long/short Semi-transparent ETF
FA Match
Reinventing Advisor Recruiting
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our innovative services and solutions help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment …
Merrill, which is part of Bank of America Corporation, includes Merrill Lynch Wealth Management and Merrill Private Wealth Management and is a leading provider of comprehensive wealth management and investment services. Merrill specializes in goals-based wealth management…
Finalists
Freeman Capital
Automated Wealth Building Platform
Inveniam Capital Partners, Inc.
Valuation as a Service
tZERO Group, Inc.
Alternative Trading Systems Digital Securities Integrations
Uncommon Giving
Workplace Platform
Vise
AI-Powered Investment Management Platform