We are finalists for two WealthManagement.com 2021 Industry Awards:

  1. “Technology Providers – Artificial Intelligence” for our Robo-Analyst technology.
    1. Other finalists in the category include Aidentified, Benjamin technology, Canoe Intelligence, First Rate, Magnifi, and Vestorly.
  2. “Technology Providers – Portfolio Analytics” for our Create Fund Tool, which enables self-directed portfolio construction.
    1. Other finalists in the category include FactSet, ALTSMARK, Andes Wealth Technology, Magnifi, and Zabo.

The 221 different finalists in all categories were chosen from 900 nominations and selected by a panel of independent judges.  

The winners in each category will be announced at a live award event on September 9, 2021.  

To see all the award categories and finalists, click here.

This article originally published on June 8, 2021.

Disclosure: David Trainer, Kyle Guske II, and Matt Shuler receive no compensation to write about any specific stock, style, or theme.

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