WealthManagement.com, the leading resource for wealth advisors and planners, today announced the finalists for its prestigious 2025 Industry Awards (the “Wealthies”), following an unprecedented level of participation from across the financial services sector.
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This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry. Notably, 183 nominations were submitted for the new categories introduced for 2025 and 74 of those moved on to Finalist status, demonstrating strong interest in these expanded recognition opportunities.
“The response to this year's Wealth Management Industry Awards has been nothing short of extraordinary,” said David Armstrong, Head of Editorial Operations, Wealth Management Group. “With more than 1,200 nominations across all categories, we're seeing unprecedented engagement from the industry. What's particularly exciting is the enthusiastic reception to our new categories, which reflects how quickly the wealth management landscape is evolving and adapting to new technologies and client needs.”
Nearly 300 companies were ultimately selected as finalists which included 88 organizations that are new to the awards program, bringing fresh perspectives and innovative approaches to the industry.
Industry Leaders Recognized Across Multiple CategoriesA total of 120 unique companies distinguished themselves with multiple finalist submissions, showcasing their excellence across various aspects of wealth management. The firms with the most multiple finalist nominations include Advyzon (8); Orion (8); CAIS (6); Holistiplan (6); SS&C (6); Wealth.com (6); Callan Family Office (4); Cambridge Investment Research (4); Catchlight (4); Envestnet (4); Fidelity Investments (4); Osaic (4); Research Affiliates (4); SEI (4); Trust & Will (4); Vanilla (4); and Zeplyn (4).
New Categories Reflect Industry EvolutionThis year's awards feature over a dozen new categories designed to reflect the latest industry trends and developments. As AI transforms advisor technology, new categories recognize innovations in AI-driven marketing, meeting assistance, and automated workflows. The awards also honor initiatives that are revolutionizing operational aspects of wealth management through data management and outsourcing platforms. With aging demographics and potential tax law changes, estate planning received dedicated categories, including implementation, technology, services, and thought leadership. The growing ecosystem supporting advisors is celebrated with new categories for professional service providers and their executives. Additionally, the awards recognize innovation in podcasts.
“The introduction of these new categories reflects our commitment to recognizing excellence across the full spectrum of wealth management,” Armstrong added. “From AI innovations to next-generation advisor development, these categories highlight the areas where our industry is making significant strides forward.”
A panel of independent judgesmade up of top names in the industry and led by WealthManagement.com director of editorial strategy and operations David Armstrong chose the finalists and will determine the winners of the WealthManagement.com Industry Awards, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.
The winners will be announced at the Wealth Management Industry Awards Gala, which will take place on September 4th, 2025, at the elegant Cipriani 42 Street in New York City.For a complete list of finalists and more information about the Wealth Management Industry Awards, please visit [website].
About the Wealth Management Industry AwardsNow in its 11th year, the Wealth Management Industry Awards recognize outstanding achievements by companies, organizations and individuals that support financial advisor success. Winners are selected based on quantitative measures including scope, scale, adoption, and feature set, along with qualitative measures such as innovation, creativity, and user experience.
About WealthManagement.comWealthManagement.com, an Informa business, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business. WealthManagement.com offers financial services organizations a broad array of marketing services designed to help them influence the industry's leading audience of wealth management professionals.
About InformaInforma PLC is a leading, international business to business information services Group, operating in over 30 countries. We create transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.
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