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Yahoo
30-06-2025
- Business
- Yahoo
Arabella Advisors Wins Top Industry Honor for Global Philanthropic Leadership
Washington, DC, June 30, 2025 (GLOBE NEWSWIRE) -- Arabella Advisors is proud to announce that it has been named the winner in the 'Philanthropy Consultancy (Americas)' category at the 2025 WealthBriefing Wealth for Good Awards. The honor recognizes Arabella's global leadership in providing administrative, operational and strategic support to nonprofits, foundations and individual donors across the Americas. Presented annually, the Wealth for Good Awards celebrate the most innovative and exceptional firms in the wealth management and social impact sectors. Arabella was selected for its 'empathetic, research-driven approach to strategic philanthropy, blending behavioral insight and innovation to support ultra-high-net-worth families and institutions in building bold, sustainable, and deeply personal philanthropic legacies.' 'This award is a reflection of the passion and partnership that defines our team,' said Himesh Bhise, CEO of Arabella Advisors. 'Every day, our colleagues across the firm bring deep expertise and shared purpose to help changemakers maximize their impact – from humanitarian response to multi-generational giving strategies. We're honored to be recognized for the role we play in advancing effective, equitable philanthropy around the world.' The WealthBriefing Wealth for Good Awards are part of a global award program, including the Family Wealth Report Awards, where Arabella was named the winner in the 'Family Office Management Consultancy' category earlier this year. The WealthBriefing awards are determined by a panel of independent judges and are part of a global recognition program spanning the world's major philanthropic and financial centers. Winners are selected based on rigorous evaluation of innovation, performance, and impact. About Arabella Advisors: Arabella Advisors is a professional services firm that provides administrative, operational and strategic support to nonprofits, foundations and individual donors. As a certified B Corp, Arabella Advisors is committed to building stronger, more sustainable and equitable communities, creating a better, more resilient and just future for all. For more information, visit CONTACT: Arabella Advisors press@
Associated Press
11-03-2025
- Business
- Associated Press
Dynamo Software Takes Home Top Honors in 2025 WealthTech Americas Awards
BOSTON--(BUSINESS WIRE)--Mar 11, 2025-- End-to-end investment management platform Dynamo Software today announced that its customer relationship management (CRM) solution earned the top distinction in the Best CRM Provider category of the 2025 WealthTech Americas Awards. The fourth annual program, organized by the financial publication WealthBriefing, recognizes technology achievements within the wealth management, private client, and niche family office sectors. WealthBriefing also recently honored Dynamo's thought leadership efforts in its 2024 WealthForGood award honors, which recognize organizations that have demonstrated innovation and excellence during the past year. Dynamo was spotlighted for its commitment to providing first-class primary research focused on the ALTS industry for General Partners and Asset Allocators on a quarterly basis. The most recent collection of data in this series, Dynamo Frontline Insight Report: Trends, Challenges, and Insights from Leading PE/VC Fund Accountants, launched Feb. 20, 2025. According to Dynamo CEO Hank Boughner, the FinTech's CRM stands out because it was built specifically for the ALTs industry by insiders. He noted that the tool was designed, and is continuously iterated, with fund managers' evolving deal processes in mind. By improving team-wide transparency and collaboration, Dynamo CRM helps investors make the right moves at the right time. In one place and in real-time, dealmakers can track and organize communications, research, opportunities, relationships, and progress for insights into the deals that fuel their business. 'Every deal counts in the fast-moving world of alternative investments,' Boughner shared with the WealthTech Americas judging panel. 'We developed a CRM specifically designed for the unique needs of our industry, going beyond traditional CRM offerings with sophisticated capabilities to manage the entire deal lifecycle, from initial contact to successful close.' This is Dynamo's first major accolade of 2025, and it comes on the heels of eight industry awards earned in 2024, including honors from the Stevie American Business Awards, World Business Outlook, Global Business & Finance Magazine, Private Equity Wire, Wealth & Asset Management International, and the Best in Biz awards. About Dynamo Software, Inc. Dynamo gives alternatives investors a Performance Edge, empowering them to efficiently scale their firm to capitalize on the growing wave of private market opportunities. With the Dynamo Alternative Investment Platform, Limited and General Partners can now run a tightly integrated firm, putting all their data to work to accelerate operations across front, middle, and back office, unleashing teams to work smarter, and allowing leaders to make better investment decisions and scale their firm. Dynamo has a global footprint with operations across North America, EMEA, APAC, and UAE. For more information, please visit . CONTACT: MEDIA CONTACT Nicole Selinger [email protected] 314-805-2165 SOURCE: Dynamo Software, Inc. Copyright Business Wire 2025. PUB: 03/11/2025 07:01 AM/DISC: 03/11/2025 07:01 AM
Yahoo
20-02-2025
- Business
- Yahoo
BridgeFT Named Winner at the Annual WealthBriefing Americas Awards for Third Year in a Row
Wealth infrastructure software leader receives 2025 awards for innovation in Data Information / Business Intelligence Provider and Business Infrastructure categories. CHICAGO, IL / / February 20, 2025 / BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables enterprise wealth management firms, registered investment advisors (RIAs), turnkey asset management platforms (TAMPs), and Fintech innovators to deliver better, data-driven outcomes for their clients, announced today that it has been awarded the Data Information / Business Intelligence Provider and Business Infrastructure awards at the Annual WealthBriefing WealthTech Americas Awards 2025. The annual WealthBriefing WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams and individuals. The awards have been designed to showcase outstanding organizations grouped by specialism which the prestigious panel of independent judges deemed to have "demonstrated innovation and excellence during the last year." "This recognition yet again validates the impact our Wealthtech-as-a-Service platform has had on the industry over the past several years," said Joe Stensland, Chief Executive Officer of BridgeFT. "We're honored to receive this recognition for the third year, reaffirming our commitment to delivering essential data, analytics, and application infrastructure to the wealth management industry." BridgeFT's WealthTech API offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and application services. WealthTech API eliminates the need for individual data feeds from a range of custodians and back-office providers, enabling wealth management firms and wealthtech application providers to create differentiated, client-advisor experiences. BridgeFT is the wealth management industry's only source for total wealth data aggregation providing access to a single source of truth for critical client, account, securities and transactional data that spans an unmatched range of financial data sources, asset classes, and account types to power next generation applications and advanced analytics. The WealthBriefing WealthTech Americas Awards are part of a global program run by WealthBriefing, and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world's major wealth management centers. "Every winning entrant has been subjected to a rigorous and independent judging process and should be rightly proud of the success they have achieved this year," said Stephen Harris, ClearView Financial Media's CEO, and publisher of WealthBriefing. "These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally and to celebrate in style with their peers." About BridgeFT BridgeFT is a cloud-native, API-first wealth infrastructure software company that enables financial institutions, FinTech innovators, TAMPs, and registered investment advisors to deliver better, data-driven outcomes for their clients. Our WealthTech-as-a-Service platform, WealthTech API, makes wealth management technology better by accelerating, simplifying and reducing the cost of app development and maintenance, so our clients can focus on delivering next generation wealth management applications and unique digital experiences that amplify their differentiators. Leading financial services firms and technology companies trust BridgeFT to power their digital wealth management ecosystems and automate critical back-office operations -- seamlessly aligning multi-custodial data aggregation, advanced analytics and reporting, and application services to deliver truly personalized client experiences. For more information, visit About ClearView Financial Media Ltd ("ClearView") ClearView Financial Media was founded by Chief Executive Stephen Harris in 2004 to provide high quality 'need to know' information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards program. Contact Details: For BridgeFTPeter Page, Vocatusppage@ Company Website: SOURCE: BRIDGEFT View the original press release on ACCESS Newswire Sign in to access your portfolio
