2026 WealthManagement.com Industry Awards

September 4, 2026 · Cipriani 42nd Street, New York City, NY

Known across the industry as the Wealthies, the WealthManagement.com Industry Awards recognize the companies, technology and initiatives supporting financial advisors rather than the advisors themselves. That distinction is what makes the shortlist worth reading: it is an annual snapshot of which platforms, tools and service providers the industry's judges think moved the needle.

Who attends

Executives from wealth management technology firms, asset managers, custodians, broker-dealers and RIA platforms, alongside WealthManagement.com editorial staff and the judging panel. The evening is a formal awards dinner rather than a conference.

What the awards cover

• Technology providers across CRM, planning, portfolio management and reporting

• Data, integration and infrastructure platforms

• Asset managers, custodians and service providers

• Marketing, client experience and thought leadership

• Individual and firm leadership categories

Why the technology categories keep shifting toward infrastructure

The Wealthies shortlists over the past several years track a clear change in what the industry values. Point solutions that solve one visible problem have given ground to platforms that address how systems connect — because firms discovered that adding another excellent application to a fragmented stack rarely produces the outcome they bought it for.

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