WINNER: CapitalWorks

DeVoe CapitalWorks™ (DCW) is an innovative platform that helps RIAs find the capital/lending solution that best fits their needs and situation...LEARN MORE

FINALIST - Goldman Sachs Private Bank Select line of credit

GS Select has invested significantly in technology and human capital to serve Independent Broker Dealers and RIAs, and their advisors and clients...LEARN MORE

FINALIST - StrongHerMoney

StrongHerMoney (stronghermoney.com) is an educational and prospecting program focused on women. Born from a passion to help women live financially fearless by empowering them with financial knowledge...LEARN MORE

FINALIST - Thrivent Advisor Network

TAN is a new RIA platform representing a unique opportunity for independent advisors seeking the freedom of owning their own practice, but still looking for the human connection and support that comes with being part of a community of like-minded professionals with shared values...LEARN MORE

WINNER - Consulting Service - Securing the Future of Your Firm

In response to widespread industry demand, MarketCounsel has developed a holistic educational series to introduce advisors to the M&A opportunity in our sector and help them assess if this strategy is aligned with their firm’s future growth...LEARN MORE

FINALIST - Synthetic Equity

Synthetic equity is a powerful compensation strategy for retaining top talent, especially in today’s economic environment...LEARN MORE