Osaic wins at 2025 Wealth Management Industry Awards

WealthManagement.com honored the wealth management industry’s most innovative companies and individuals last night at the 11th annual Wealth Management Industry Awards ceremony during a black-tie gala held at Cipriani 42nd Street in New York City.

Now in its 11th year, the Wealth Management Industry Awards, known as “The Wealthies,” recognize outstanding achievements by companies, organizations and individuals that support financial advisor success. Winners are selected based on quantitative measures, including scope, scale, adoption and feature set, along with qualitative measures such as innovation, creativity and user experience.

Osaic was named the winner in the Broker-Dealers > Practice Management category for the Wealth Advisor Academy.

Osaic was also a finalist in the following categories:

  • Broker-Dealers > Thought Leadership category for the Financial Planning Campaign
  • Corporate Social Responsibility for the Osaic Foundation
  • Corporate Social Responsibility for the LIFE Financial Literacy Pathways Program

A complete listing of the 2025 Industry Awards finalists, winners and their initiatives can be found in a special WealthManagement.com Best-of-the-Best digital edition. The full list of winners is also available on the Wealth Management Industry Awards website.

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