2024 Finalists of the Wealth Management Industry Awards (2024)

Over 1000 nominations were submitted and the results are in! Did you and/or your company make the list of finalists? Find out below. 2024 Finalists Categories A - C D - M P - T Advisor Support Platforms Asset Managers Alternative Investments Charitable Giving / Donor Advised Funds Chief Executive Officer of The Year Chief Marketing Officer of The Year Client Experience Initiative Digital Marketing Campaign of the Year Direct Indexing ETFs Fixed Income Goals-based Investing Platforms New Product Development Real Estate (including REITs) Thought Leadership Broker/Dealers Chief Executive Officer of the Year Service Broker/Dealers (1,000 Advisors or More) Digital Marketing Campaign of the Year Practice Management Technology Thought Leadership Transition Support Broker/Dealers (Fewer Than 1000 Advisors) Chief Marketing Officer of The Year Digital Marketing Campaign of the Year Practice Management Technology Thought Leadership Chief Technology Officer Compliance/Law Firms Corporate Social Responsibility Custodians Practice Management Technology Transition Support Disruptors Industry Technology Diversity, Equity and Inclusion Family Offices Client Initiative Individual RIA Firms Chief Executive Officer of The Year ($20Bn+ AUM) Chief Executive Officer of The Year ($20Bn or less AUM) Chief Marketing Officer of The Year Client Initiatives Innovator of the Year M&A Leader of the Year Rising Star of the Year Thought Leader of the Year Industry Associations Industry Research Providers Insurance Marketing/PR Firms Digital Campaign of the Year PR Campaign of the Year Philanthropy Retirement Income Retirement Plan Support and Advisor Services 401(k) Service 401(k) Technology Aggregators – CEO of the Year Broker–Dealers – Wealth and Retirement Integration DCIO Providers – Advisor Value Added Programs In-plan Retirement Income – Product or Service Record Keepers – Corporate Leader of the Year Record Keepers – Retirement Plan Advisor Support Succession/Ownership Transition Services - Non Custodian Broker Dealer TAMPs Model Marketplaces TAMPs Technology Providers Account Aggregation Alternative Investment Platforms Artificial Intelligence Business Support Systems/Workflow Automation Cash Optimization Chief Executive Officer of The Year Chief Marketing Officer of The Year Chief Technology Officer of The Year Client Onboarding/New Account Opening Client Portals Compliance CRM Cyber Security Digital Marketing Campaign of the Year Direct Indexing Document Management Estate Planning Financial Planning Innovation New Applications Innovation Platforms Marketing Automation Model Marketplaces Portfolio Analytics Portfolio Management, Accounting and Performance Reporting Rebalancing Retirement Income Technology Risk Tolerance/Client Profiling Securities-based Lending Specialized Planning Applications Thought Leadership Unified (all-in-one) Systems Trusts