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.

2025

BISA
Technology Innovation Award

Private Asset Management (PAM) Awards
Best Alts Solution for Private Wealth Firms

Technology Innovators
Top 25 Fintech CEOs of 2024

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2024

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

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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

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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

Best Workplaces™ Great Place to Work^®
Portugal

BISA Technology Innovation Award

Forbes FinTech 50 – 2024

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RECOGNITION

Celebrating Excellence and Innovation

2025

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