Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony

Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala

NEW YORK, Sept. 5, 2025 /PRNewswire/ -- The wealth management industry's most innovative companies and individuals were honored last night at the 11th annual Wealth Management Industry Awards ceremony, held at the elegant Cipriani 42nd Street in New York City. The black-tie event, which has become the premier recognition program for excellence in wealth management, celebrated outstanding achievements across multiple categories following a day of executive panels and thought leadership sessions.

This year's program set new records, with 1,209 nominations submitted, underscoring the accelerating pace of change and innovation across the sector. Among these were 183 nominations for newly introduced categories in 2025, with 74 advancing to finalist status. In total, nearly 300 companies were named finalists, including 88 first-time honorees, reflecting fresh perspectives and groundbreaking approaches shaping the future of wealth management.

"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, Wealth Management Group. "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."

Recognizing Industry Leaders
Among the firms recognized in multiple categories were FMG Suite and Goldman Sachs with 3 wins each —exemplifying the standards of excellence and innovation that define the Wealth Management Industry Awards.

"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 added. "It's inspiring to see how so many of our winners are setting new benchmarks for what's possible in this industry."

Spotlight on New Categories
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 recognized 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.

The awards program continued its strong emphasis on philanthropy and corporate social responsibility, with dedicated categories recognizing firms that have made exceptional contributions to their communities.

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. Their expertise and impartiality ensured that the most deserving initiatives and individuals received recognition.

Focused on the Future Think Tank
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.

The evening's red-carpet reception and awards ceremony at Cipriani 42nd Street attracted more than 600 industry executives and team members from leading asset management firms, RIAs, B/Ds, custodians, technology providers, and other industry-related companies. Attendees celebrated as winners were announced across all categories, recognizing excellence in supporting financial advisor success.

"The wealth management industry continues to evolve at a remarkable pace," Armstrong added. "Tonight's winners represent organizations that aren't just adapting to change—they're driving it. Their innovations are empowering advisors to deliver more personalized, efficient, and impactful service to clients across all wealth segments."

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.

Thank You to Our Sponsors
The 2025 Wealth Management Industry Awards were made possible through the generous support of our sponsors, whose commitment to the industry helps drive innovation and elevate advisor success. We extend our thanks to Affiliated Advisors, Amplify, Ascensus, Axtella, Charles Schwab, FMG, Haven Tower, InvestCloud, MarketCounsel, MK Wealth Marketing, Orion, Osaic, RegVerse, Sanctuary Wealth, SEI, The American College of Financial Services, Voyant, Wealth.com.

About the Wealth Management Industry Awards
Now 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. Additional information is available on the website: https://informaconnect.com/wealth-management-industry-awards/

SOURCE WealthManagement.com