Celebrating Excellence and Innovation
Discover our prestigious award wins and industry recognitions in technology and finance. Our dedication to cutting-edge solutions and unparalleled quality has earned us numerous accolades across both industries. Join us as we continue to push the boundaries of what’s possible in tech and finance.
2025
EUROMONEY Private Banking Awards
Best Technology Provider for Wealth Management
FinTech Breakthrough Awards
Best DeFi Asset Management Solution
BISA
Technology Innovation Award
Private Asset Management (PAM) Awards
Best Alts Solution for Private Wealth Firms
Technology Innovators
Top 25 Fintech CEOs of 2024
Inc. 5000: Listed in Top 100 Fastest Growing
Financial Services Companies
CNBC
The World’s Top 250 Fintech Companies
2024
2024 MMI/Barron’s Industry Awards
Best Thought Leadership/Education Program
SRP Service Provider Americas Awards
Best Multi-Issuer Platform 2024
2024 WealthManagement.com Industry Awards
Winner
Inc. 5000: Listed in Top 100 Fastest Growing
Financial Services Companies
CNBC
The World’s Top 250 Fintech Companies
The Financial Technology Report
Top 25 WealthTech Companies
Wealth Solutions Report CMO 10:
Top Wealth Management CMOs
Best Workplaces™ Great Place to Work®
Portugal
BISA Technology Innovation Award
2023
MMI / Barron’s Industry Awards
Winner – Solutions Provider of the Year
Forbes
FinTech 50 – 2023
WealthTech 100 – Selected
Forbes – One of America’s Best Startup Employers
BuiltIn 2023 Best Places to Work Awards
2022
WealthManagement.com Industry Awards
Forbes FinTech 50 – 2022
Forbes – One of America’s Best Startup Employers
