The Sycamore Company Honored with InvestmentNews' 2025 5-Star Technology Award

BUFFALO, N.Y., Oct. 14, 2025 /PRNewswire/ -- The Sycamore Company is proud to announce its inclusion in InvestmentNews 5-Star Technology, a distinguished roundup highlighting the most innovative and powerful technologies serving the wealth management industry.

Chris Sweeney, Managing Editor for Special Reports at InvestmentNews, shared his insights on the selection process, stating, "The Sycamore Company are at the industry's leading-edge and fully merit this award due to the proven benefit of their solution, which underscores their innovative and future-facing mindset."

InvestmentNews' 30+ strong Intelligence Unit compiled the final winners list after the completion of a rigorous process, canvassing the opinions of objective industry experts and collating leading-edge research. The prestigious list of honorees was then matched with 5-Star Technology's precise criteria.

Transforming Advisor Supervision and Compliance

In this rigorous evaluation, The Sycamore Company's Surveillance Manager emerged as a standout solution for its proven ability to streamline compliance operations and empower firms to scale with confidence.

In 2024, Surveillance Manager achieved a 30% reduction in compliance and compensation workload for RIAs and broker-dealers, enhancing both efficiency and accuracy. Adoption reached 100% among clients, with more than 8,000 advisors now benefiting from the platform.

"I am honored to see Sycamore recognized in InvestmentNews 5-Star Technology 2025," said Mike Overdorf, President and Founder of Sycamore. "Since our founding in 2008, our focus has been on empowering firms with innovative, cloud-based tools that transform compliance from a daily fire drill into a streamlined, proactive process. This recognition is a testament to the dedication of our team and the trust of our clients."

About The Sycamore Company:
For far too long, broker-dealers and RIAs have accepted outdated, inefficient, and disparate back-office technology platforms. The industry is long overdue for something better – much better. Sycamore is dedicated to helping firms increase efficiency, reduce risk, and improve their operations by meeting the promise of data excellence and automation in an integrated, cloud-based environment. For more information, visit sycamorecompany.com

About 2025 IN 5-Star Technology:
For the InvestmentNews 5-Star Technology awards, technology service providers from across the United States were invited to submit nominations showcasing how their solutions address specific challenges faced by wealth management professionals. Submissions also needed to highlight how each product or service differentiates itself from others in the marketplace.

The InvestmentNews team conducted a rigorous and impartial evaluation of each entry. This assessment focused on the quality and depth of information provided, the level of genuine innovation, and the overall value the solution brings to the industry. Submissions were benchmarked against one another to determine the top performers..

Additionally, the team recognized standout innovations in the New Technology category. To qualify, entries had to be technologies or software solutions launched within the past 24 months, specifically designed for financial advisors and the broader financial management sector.

For further information, please contact:
Elizabeth Shim
Haven Tower Group
424 317 4861
[email protected]

SOURCE The Sycamore Company