Awards
Industry Recognition
A look at the awards and industry recognition celebrating our work, our team, and the results we deliver for customers.
2025 WealthManagement.com Industry Award
Milemarker
2025 Family Wealth Report Award
CTO of Year, Kailash Duraiswami
2025 ThinkAdvisor Luminaries Awards
Thought Leader of the Year, Kyle Van Pelt
2025 ThinkAdvisor Luminaries Awards
CTO of Year, Kailash Duraiswami
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