We are finalists for two WealthManagement.com 2021 Industry Awards:
- “Technology Providers – Artificial Intelligence” for our Robo-Analyst technology.
- Other finalists in the category include Aidentified, Benjamin technology, Canoe Intelligence, First Rate, Magnifi, and Vestorly.
- “Technology Providers – Portfolio Analytics” for our Create Fund Tool, which enables self-directed portfolio construction.
- 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.