WealthManagement.com, the leading resource for wealth advisors and planners, announced the winners for the 2024 WealthManagement.com Industry Awards (the “Wealthies”) Thursday night during a black-tie awards gala at the Ziegfeld Ballroom in New York City.
Now in its 10th year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. This year, 92 awards were presented to 84 companies from a pool of 287 finalists.
View the list of winners
“A record-breaking number of nominations were submitted in 2024, with over 1,000 entries received this year from more than 400 companies—132 of which participated in the award process for the first time,” said David Armstrong, director of editorial strategy and operations, Wealth Management Group—Informa Connect. “The Industry Awards program has significantly expanded in scope in the 10 years since it began, but the mission remains the same: To recognize and celebrate the outstanding initiatives undertaken by companies and individuals that contribute to the success of financial advisors in their businesses and foster improved outcomes for their clients. This year’s winners hail from various types of firms, yet they all share a common trait—they are the architects behind the programs, tools and platforms that empower financial advisors to grow their businesses, enhance client service, and elevate the financial prospects and quality of life for millions of investors.”
The winners were determined by a panel of independent judges, which included top industry names and was led by Armstrong.
The 2024 awards event program started with senior executives from finalist companies participating in daytime CEO and CTO panel sessions, followed by technology roundtable discussions and networking. The evening red carpet, cocktail reception and black-tie awards ceremony at the Ziegfeld Ballroom was attended by more than 500 industry executives and team members from leading asset management firms, RIAs, B/Ds, custodians, technology providers and other industry-related companies.
Several standout companies were recognized in multiple categories, including Apex Fintech Solutions, Cambridge Investment Research, Envestnet, Jump, MyVest, Nitrogen, Orion and Summit Wealth Systems. In the Technology Providers - Artificial Intelligence category, first introduced in 2022, 21 nominations were submitted, showcasing how AI is expanding its impact on helping advisors’ businesses succeed, with CogniCor Technologies taking home the trophy. Individual CEOs, CMOs, CTOs, Innovators, M&A Leaders and Thought Leaders were also recognized.
A complete listing of the 2024 Industry Awards finalists, winners and their initiatives can be found in a special WealthManagement.com 'Best-of-the-Best' digital edition. Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new delivery methods.
The awards program was expanded in 2024 to recognize organizations pioneering innovation in platforms for Philanthropy and RIA Client Initiatives. Once again, individual awards were paid tribute to up-and-comers at RIA firms.
During the evening gala, Mark Tibergien, a long-time executive, consultant, prolific columnist, thought leader and author, received a Lifetime Achievement Award in recognition of his wisdom, principles and guidance that have helped define the contours of the industry.
“We couldn’t be more thrilled than to honor Mark at our 10th anniversary celebration,” Armstrong said. “Mark has done more than almost anyone to define this industry and plot where it is going. His influence on how registered investment advisors think about what they do, and how they do it, extends down to the very foundations of the business. No one is as articulate on the details and nuances of this corner of financial services.”
