Zephyr Recognized as Finalist in Multiple Wealth Management Awards

Zephyr's Landmark Recognition in Wealth Management Awards

On August 4, 2025, Zephyr, a subsidiary of Informa plc, earned the prestigious honor of being named a finalist in three categories for the Wealth Management Industry Awards. Recognized as a leader in asset and wealth management software, Zephyr is known for its innovative solutions that empower financial advisors and enhance their clients' financial futures.

Chris Volpe, the Managing Director of Wealth Management Solutions at Zephyr, expressed his pride in the team's accomplishments: "We are deeply honored that our team has been recognized. While this recognition is gratifying, our true motivation lies in helping advisors navigate both bullish and bearish markets confidently. Ultimately, we aim to make a significant difference in our clients' financial journeys."

The Wealth Management Industry Awards, now in its 11th year, is the only program of its kind that celebrates the achievements of entities and individuals that contribute to the success of financial advisors. This year, Zephyr stood out in several key categories:

1. Account Aggregation Portfolio Performance in Micro Apps: Zephyr's Portfolio Performance technology integrates seamlessly into the INVENT® Integrated Digital Ecosystem. This feature offers performance analysis through micro apps that facilitate risk tolerance identification and compliance requirements.

2. Digital Marketing Campaign of the Year: Zephyr's PSN eBook effectively educates advisors on separately managed accounts (SMAs). In response to the growing interest in SMAs, the PSN initiative launched new eBook distributions, providing detailed insights and strategies for financial advisors.

3. Thought Leadership in Women in Investing: Under the guidance of Ryan Nauman, Zephyr's Market Strategist, a new series was created to highlight women's experiences in the investment management sector. This initiative included discussions on Zephyr's podcast to celebrate contributions made by female financial advisors and featured informative content addressing women's wealth and investment strategies.

The winners of these awards will be announced during an elegant gala and awards ceremony set to take place in New York City on September 4, 2025. This recognition solidifies Zephyr's position as an influential player in the wealth management space.

Zephyr's suite of award-winning software solutions encompasses a variety of functionalities including portfolio construction, proposal generation, advanced analytics, risk analysis, and more. These tools are designed to transform complex data into actionable insights that financial professionals can rely on, whether navigating a thriving market or a downturn.

Additionally, Zephyr's PSN has been instrumental in revolutionizing the communication strategies for asset managers, allowing them to deliver their insights more effectively and cost-efficiently. By employing customized, on-demand templates, asset managers can better engage with advisors and clients alike.

In 2024, Zephyr earned the FinTech Breakthrough Award for Best Overall Analytics Platform, further reinforcing its reputation for excellence in financial technology. As the company continues to innovate, it remains committed to enhancing the tools available to advisors, enabling them to make informed decisions that ultimately lead to improved financial outcomes for their clients.

To learn more about Zephyr and their award-winning software, visit ZephyrFinancialSolutions.com.