Q. Can our organization enter more than one category?

Yes, you can submit nominations in more than one category and there is no limit to the categories you think are a fit.

Q. For the general categories, such as thought leadership, innovation, disruptors, social media, etc., who can submit a nomination?

Anyone can enter these categories. They are designed to apply to all organizations.

Q. Who are “non-custodial support platforms?

This category is designed for aggregators, roll-up firms or other advisor support platforms that are NOT a traditional asset custodian.

Q. How can we attend the evening Industry Awards Event?

All finalists can register to reserve a table of 10 or a table of 5. To reserve a table, please contact the Sales Team or click here: https://events.wealthmanagement.com/register

Q. How can we attend the afternoon Technology Roundtable and Discussion Networking Event?

All finalists who reserve a table for the evening Awards Event qualify to send a C-level executive to the afternoon session (included in the table cost). This option is available while registering for an awards event table. Learn more about the Tech Roundtable here.

For other questions, please email us at

eventsinfo@wealthmanagement.com