WealthManagement.com honored the wealth management industry’s most innovative companies and individuals last night at the 11th annual Wealth Management Industry Awards ceremony during a black-tie gala held at Cipriani 42nd Street in New York City.
Now in its 11th year, the Wealth Management Industry Awards, known as “The Wealthies,” 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.
This year’s program set new records, with 1,209 nominations, underscoring the accelerating pace of change and innovation across the sector. In total, nearly 300 companies were named finalists, including 88 first-time honorees.
Among the firms recognized in multiple categories were FMG Suite and Goldman Sachs, with three wins each.
“The record-breaking participation in this year’s Wealth Management Industry Awards is a clear reflection of the industry’s commitment to innovation, growth and supporting financial advisor success,” said David Armstrong, head of editorial operations. “From emerging technologies to new client service models, the breadth and depth of this year’s winners demonstrate the resilience and creativity driving our industry forward.”
The 2025 awards program featured more than a dozen new categories designed to capture the latest developments in the profession. As artificial intelligence continues to transform advisor technology, new honors recognize breakthroughs in AI-driven marketing, meeting assistance and automated workflows. Additional categories celebrated advances in operational efficiency through data management and outsourcing platforms, innovation in estate planning implementation, technology, services and thought leadership, as well as the growing role of professional service providers and executives in supporting advisors. For the first time, the awards also honored excellence in wealth management podcasts, with 37 total submissions.
A distinguished panel of independent judges, comprised of industry experts, consultants and media representatives, evaluated the submissions through a rigorous selection process to determine this year’s winners.
A complete listing of the 2025 Industry Awards finalists, winners and their initiatives can be found in a special WealthManagement.com Best-of-the-Best digital edition. The full list of winners is also available on the Wealth Management Industry Awards website.
Earlier in the day, senior executives from finalist firms participated in CEO and CTO panels, technology roundtable discussions, and networking at Convene 360 in New York City. The afternoon featured the Focused on the Future Think Tank: Better by Example—Rethinking Leadership and Success, bringing together forward-thinking leaders from the wealth management and RIA space to explore how purpose-driven firms are delivering exceptional results while driving positive social and environmental impact.
“These awards are not only about recognizing success—they’re about celebrating the people, ideas and solutions that are shaping the future of wealth management,” Armstrong said. “It’s inspiring to see how so many of our winners are setting new benchmarks for what’s possible in this industry.”
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