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Wealth Management Industry Awards 2025: Record Participation and New Categories

On June 2, 2025, WealthManagement.com, the authoritative resource for wealth advisors and financial planners, announced the finalists for its esteemed Industry Awards, also dubbed the Wealthies. This was a momentous occasion, marked by an extraordinary level of participation from across the financial services landscape, with a record-setting 1,209 nominations submitted this year.

Record Nominations Reflect Industry Growth

This surge of nominations illustrates not just the popularity of the Wealth Management Industry Awards but also signifies the ongoing innovation and evolution within the wealth management sector. Notably, among these nominations, 183 were for entirely new categories initiated for 2025, with an impressive 74 of those advancing to finalist status. According to David Armstrong, Head of Editorial Operations for Wealth Management Group, this year’s response has been remarkable. ''With over 1,200 nominations, we are witnessing an engagement level from the industry that has never been seen before,'' he stated. The strong interest in the new categories indicates the industry’s rapid evolution, adapting to emerging technologies and ever-changing client needs.

The Finalists: A Diverse Group

This year’s awards program identified nearly 300 companies as finalists, highlighting 88 newcomers to the awards process, each contributing fresh ideas and innovative strategies to the industry. Among the 120 unique companies with multiple finalist nominations, notable firms that stood out included Advyzon, Orion, CAIS, and Holistiplan, each demonstrating excellence in various wealth management aspects.

New Awards Categories Introduced

In line with the industry’s transformation, the Wealth Management Industry Awards included over a dozen new categories designed to capture the latest trends. Innovations in AI technologies influenced the creation of new awards for marketing and workflow automation, emphasizing the sector's responsiveness to technological advancements. The awards recognize initiatives redefining operational methodologies, encompassing areas such as data management and outsourcing, while dedicated categories for estate planning have been introduced in light of evolving demographic trends and tax law changes. Additionally, new recognitions for professional service providers illustrate the broadening landscape that supports wealth advisors.

Industry Recognition and Judging Process

An independent panel of esteemed judges, composed of leading figures in the industry and led by David Armstrong, will select the winners, seeking to honor those firms and individuals demonstrating true innovation in their offerings. The culmination of the awards will take place at the Wealth Management Industry Awards Gala scheduled for September 4, 2025, at Cipriani 42nd Street in New York City.

Importance of the Awards

Now celebrating its 11th anniversary, the Wealth Management Industry Awards have become a benchmark for excellence across the wealth management sector. Award winners are selected not only through rigorous quantitative criteria such as scope and adoption but also qualitative measures emphasizing creativity, innovation, and overall user experience. For comprehensive details on the finalists and additional information regarding the Wealth Management Industry Awards, interested parties can visit WealthManagement.com.

About WealthManagement.com

A crucial arm of Informa Business, WealthManagement.com provides wealth professionals with the insights necessary to enhance their practices and strengthen client relationships. The platform caters to financial services organizations, offering marketing services aimed at connecting with top-tier wealth management professionals.

About Informa

Informa PLC stands as a premier international business-to-business information services group, active in over 30 countries and listed on the London Stock Exchange. It facilitates connections among businesses and professionals through focused exhibitions, scholarly research, and data-driven marketing services, playing a significant role in the industry landscape.

Overall, the 2025 Wealth Management Industry Awards not only highlight the sector's achievements but also signal its progressive future as it continues to innovate and adapt.