Meet the Wealthies Finalists: Technology Disruptors

If there was any doubt that artificial intelligence would upend the wealth management industry, look no further than the finalists in the Wealthies Technology Disruptors category. 

The majority of the initiatives and firms declared the best of the best by the WealthManagement.com Industry Awards judges leverage AI to make financial advisors’ jobs more efficient and easier.

From investment management to M&A to client interactions, these 10 submissions to the 2025 Wealthies are a window for what’s to come in the industry for advisors.