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RECOGNITION

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.

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2024

2024 MMI/Barron’s Industry Awards
Best Thought Leadership/Education Program

SEE ANNOUNCEMENT

awards-2024-srp-service-provider

SRP Service Provider Americas Awards
Best Multi-Issuer Platform 2024

2024 WealthManagement.com Industry Awards Winner

2024 WealthManagement.com Industry Awards
Winner

Inc. 5000: Listed in Top 100 Fastest Growing Financial Services Companies

Inc. 5000: Listed in Top 100 Fastest Growing
Financial Services Companies

SEE ANNOUNCEMENT

awards 2024 cnbc worlds top 250 fintech

CNBC
The World’s Top 250 Fintech Companies

awards 2024 ftr - top 25 wealthtech badge

The Financial Technology Report
Top 25 WealthTech Companies

awards 2024 wsr top wealth management cmos

Wealth Solutions Report CMO 10:
Top Wealth Management CMOs

awards 2024 Best Workplaces Portugal

Best Workplaces™ Great Place to Work®
Portugal

awards 2024 BISA Technology Innovation

BISA Technology Innovation Award

awards 2024 Forbes Fintech50

Forbes FinTech 50 – 2024

SEE PRESS RELEASE

2023

awards 2023 MMI Barrons

MMI / Barron’s Industry Awards
Winner – Solutions Provider of the Year

SEE PRESS RELEASE

awards 2023 Forbes Fintech50

Forbes
FinTech 50 – 2023

SEE PRESS RELEASE

awards-2023-WealthTech-100-Selected

WealthTech 100 – Selected

awards 2023 Forbes Best Startup Employers

Forbes – One of America’s Best Startup Employers

SEE PRESS RELEASE

awards-2023-BuiltIn-Awards-c

BuiltIn 2023 Best Places to Work Awards

2022

awards 2022 WM Industry Awards c

WealthManagement.com Industry Awards

awards 2022 Forbes Fintech50 v03

Forbes FinTech 50 – 2022

SEE PRESS RELEASE

awards-2022-Forbes-Best-Startup-Employers

Forbes – One of America’s Best Startup Employers

SEE PRESS RELEASE

2021

awards 2021 MMI Barrons v02

MMI / Barron’s Industry Awards
Winner – Solutions Provider of the Year

SEE PRESS RELEASE

awards 2021 Forbes FinTech50

Forbes FinTech 50 – 2021

SEE PRESS RELEASE

awards 2021 WealthTech 100 Selected

WealthTech 100 – Selected

SEE PRESS RELEASE

awards 2021 Forbes Best Startup Employers

Forbes – One of America’s Best Startup Employers

SEE PRESS RELEASE

2020

awards 2021 MMI Barrons v02

MMI / Barron’s Industry Awards
Winner – Solutions Provider of the Year

SEE PRESS RELEASE

awards 2020 Forbes FinTech50

Forbes FinTech 50 – 2020

SEE PRESS RELEASE

2019

awards 2019 WM Industry Awards

WealthManagement.com Industry Awards

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awards 2019 Fintech Breakthrough

FinTech Breakthrough Awards

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awards-2019-Forbes-FinTech50

Forbes FinTech 50 – 2019

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2018

awards-2018-Forbes-FinTech50

Forbes FinTech 50 – 2018

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awards 2018 WM Industry Awards

WealthManagement.com Industry Awards

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2017

awards 2017 PAM Awards

Private Asset Management
2017 Awards

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awards 2017 WF International

Wealth & Finance International
Alternative Investment Awards

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