Wealth Management Names 2026 Wealthies Finalists From 1,392 Entries
Updated
Updated · Wealth Management · Jun 3
Wealth Management Names 2026 Wealthies Finalists From 1,392 Entries
2 articles · Updated · Wealth Management · Jun 3
Summary
More than 1,300 submissions from over 500 companies produced the 2026 Wealth Management Industry Awards finalists, with judges advancing only about one-third of entries.
The awards honor business initiatives, firms and executives that help financial advisors and improve client outcomes across broker/dealers, custodians, asset managers, technology firms and other service providers.
Nearly 40% of submissions highlighted entirely new initiatives rather than upgrades to existing programs, pointing to faster innovation across the wealth management industry.
Several new categories were added this year, including business intelligence platforms, model portfolio selection, advisor recruiting and corporate innovation.
Sept. 10 is when winners will be unveiled at a black-tie gala at Cipriani 42nd Street in New York, following Wealth Management Executive Forums.