Advyzon, an industry leader in unified wealth management technology and investment solutions, has been named a finalist for seven ThinkAdvisor 2025 Luminaries awards – tying for the most finalist nods in the entire awards program. Purpose-built to simplify and streamline the advisor experience, Advyzon’s all-in-one platform integrates portfolio management, reporting, trading, CRM, billing, and document storage, plus investment management through Advyzon Investment Management (AIM) and its Nucleus Model Marketplace. The firm’s ongoing innovation empowers advisors and institutions to scale efficiently while delivering exceptional client experiences.

1. Technology Platforms, Products and Services – Business Development – Product or Service Innovation: Auria

Advyzon’s Auria is redefining family office technology by uniting CRM, portfolio management, performance reporting, trading, and document management into one seamless platform tailored for ultra-high-net-worth (UHNW) clients. Built on Advyzon’s proven technology, Auria introduces new features for managing complex wealth structures, alternative investments, and multi-generational entities, all through a single, intuitive interface. Its Wealth Blueprint visualization gives advisors and families a holistic view of total wealth across custodians and asset types. By eliminating fragmentation and simplifying oversight, Auria empowers family offices and advisors to make smarter, data-driven decisions through one secure, modern experience.

2. Technology Platforms, Products and Services – Client Engagement – Product or Service Innovation: Advyzon 3.0 Client Portal

Delivering a more intuitive and seamless experience for both advisors and clients, the newly enhanced Client Web Portal, part of Advyzon 3.0, has landed the platform in Luminaries finalist status. Advyzon’s all-in-one wealthtech solution, built from the ground up on single source code, streamlines client relationship management and business operations for independent advisors. The revamped portal provides secure, anytime access to account information, supports enhanced document sharing, and integrates deeply with Advyzon’s suite of tools, empowering advisors to offer more personalized engagement and efficient collaboration. These advancements enable firms to boost efficiency, deliver superior client service, and focus on meaningful client outcomes.

3. Technology Platforms, Products and Services – Operations – Product or Service Innovation: Advyzon’s All-in-One Platform

Advyzon is redefining operational efficiency for advisors through a fully unified technology and investment management platform. Purpose-built from the ground up, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, document storage, and client portals into one seamless experience. With Advyzon Investment Management (AIM), advisors also gain direct access to investment solutions and a robust model marketplace. Recent innovations, including Advyzon 3.0, Institutional and Enterprise offerings, and Auria for family offices, showcase continuous evolution. By combining elegant design with powerful functionality, Advyzon empowers firms to streamline workflows, scale efficiently, and elevate the advisor–client experience.

4. Technology Platforms, Products and Services – Investment Management – Chief Executive of the Year: Lee Andreatta, Advyzon Investment Management

5. Financial Advisory and Asset Management Firms – TAMPs and Model Marketplaces – Chief Executive of the Year: Lee Andreatta, Advyzon Investment Management

Lee Andreatta, CEO of Advyzon Investment Management (AIM), is a finalist for CEO of the Year in two categories: Investment Management and TAMPs & Model Marketplaces. Andreatta has led a year of breakthrough innovation and growth for the firm. Under his leadership, AIM launched Sphere, a manager-sponsored model marketplace, expanded their integration with Nitrogen to streamline advisor efficiency, and introduced a Tax Optimization Framework that enhances after-tax returns. He also forged strategic partnerships with firms such as StoneX and Syntax Data, advancing scalable, customized investment solutions. Through these initiatives, he has strengthened AIM’s position within Advyzon’s all-in-one wealthtech platform, driving innovation, operational excellence, and meaningful impact for advisors and their clients.

6. Technology Platforms, Products and Services – Investment Management – Chief Marketing Officer of the Year: Samantha Schwimmer, Advyzon

7. Technology Platforms, Products and Services – Operations – Chief Marketing Officer of the Year: Samantha Schwimmer, Advyzon

Samantha Schwimmer, Chief Marketing Officer of Advyzon, is a dual finalist for CMO of the Year in both Investment Management and Operations, recognized for her leadership in driving Advyzon’s expansion across enterprise, institutional, and investment management markets. Over the past year, she led the successful announcement and brand launch of Auria – Advyzon’s new platform for family offices and UHNW clients – and oversaw a complete brand refresh and website redesign uniting all four Advyzon business lines. Schwimmer also managed the promotion of major partnerships, product innovations, and the sold-out second annual Advyzon Conference – doubling attendance and elevating the brand’s visibility and impact industry wide.

SYNTAX NAMED A FINALIST IN THREE CATEGORIES

Syntax Data, a financial data and technology provider redefining how custom and direct indexes are built and managed, has been named a finalist for three ThinkAdvisor 2025 Luminaries awards. Syntax’ patented FIS® (Functional Information System) technology powers Affinity® Data, a unique framework that maps business models to deliver unmatched revenue and classification insights across public and private markets. Leveraging this foundation, the Syntax Direct platform enables financial professionals to instantly design and manage customized, rules-based portfolios with unprecedented transparency, precision, and scalability, bringing institutional-level indexing capabilities to advisors, RIAs, and wealth managers.

1. Technology Platforms, Products and Services – Financial Planning – Thought Leadership and Education: Syntax Direct and Direct Indexing

2. Technology Platforms, Products and Services – Investment Management – Thought Leadership and Education: Syntax Data and Investment Data/Analytics

Syntax is a finalist for Thought Leadership and Education in both Financial Planning and Investment Management for its methodology and innovation in custom indexing. The Syntax Direct platform combines proprietary Affinity® Data and patented FIS® technology to enable advisors to rapidly create and manage highly customized direct index portfolios. By automating workflows, providing daily data updates, and delivering full compliance documentation, the platform democratizes access to sophisticated, rules-based equity solutions. Advisors can tailor portfolios to client values, thematic interests, and risk tolerance, advancing education, enhancing client outcomes, and elevating industry standards through transparency, personalization, and operational efficiency. Syntax has produced a plethora of content, insights, and resources around these topics.

3. Technology Platforms, Products and Services – Financial Planning – CEO of the Year: Patrick Shaddow, Syntax Data

Patrick Shaddow, CEO of Syntax Data, is a finalist for CEO of the Year for his leadership in revolutionizing the direct and custom indexing space. Under his guidance, Syntax launched Syntax Direct and has leveraged its patented FIS® technology and proprietary Affinity® Data framework to deliver unparalleled granularity and transparency in index and portfolio construction, informing approximately $15 billion in assets under management across a spectrum of investment vehicles by top-tier asset managers. Shaddow has driven strategic partnerships, high-profile ETF launches, and industry-leading research and thought leadership, positioning Syntax as an innovative wealthtech leader and a trusted resource for financial advisors, RIAs, and asset managers nationwide.

THE OASIS GROUP NAMED A FINALIST IN THREE CATEGORIES

The Oasis Group, a leading consultancy serving the wealth management and financial technology industries, has been named a finalist for three ThinkAdvisor 2025 Luminaries awards. Founded by CEO John O’Connell, Oasis helps firms define their unique value proposition, optimize sales processes, and accelerate growth through actionable strategy, research, and training. With deep experience across both emerging and established organizations, The Oasis Group team partners with clients to solve complex technology and business challenges, enhance product development, and improve client engagement, empowering firms to drive revenue, sharpen their market position, and deliver exceptional service.

1. Advisory Support, Products and Services – Advisor Education – Thought Leadership and Education: The Oasis Group’s Educational Resources

2. Advisory Support, Products and Services – Consultants – Thought Leadership and Education: The Oasis Group’s Educational Resources

The Oasis Group is a finalist for Thought Leadership and Education in both Advisor Education and Consultants for their exceptional thought leadership, content, resources, and educational contributions to the wealth management industry. Led by founder John O’Connell, The Oasis Group produces high-impact content and resources, including white papers, webinars, research, and articles, on topics including AI, wealthtech, cybersecurity, data management, and more. The firm’s insights are featured across leading publications, podcasts, and conferences, reaching an audience of over 170,000 email subscribers. Through its original research, expert commentary, and industry collaborations, Oasis empowers advisors and fintech firms with the knowledge, tools, and perspective to navigate technological transformation and elevate performance across the financial ecosystem.

3. Advisory Support, Products and Services – Consultants – Industry Disruption: The Oasis Group’s Consulting and Technology Assessment

The Oasis Group’s outstanding contributions in consulting services and their new technology assessment contributed to the firm being named a finalist in Industry Disruption. A leading consultancy for wealth management and fintech firms, The Oasis Group helps clients optimize technology, cybersecurity, and data management through its proprietary Oasis Framework. Its Data Warehouse Roadmap Services assess firms’ systems, identify critical data, and recommend technology solutions to enhance security, ownership, and business development. Complemented by whitepapers, webinars, and articles, The Oasis Group equips firms with the insights, education, and professional services needed to innovate, drive efficiency, and navigate an evolving technology landscape.

LIBRETTO NAMED A FINALIST IN TWO CATEGORIES

Libretto delivers a comprehensive advice platform that enables advisors to manage wealth for clients of all complexity levels, from emerging investors to ultra-affluent families. By unifying planning, total wealth portfolios, and risk management, Libretto supports liability-driven planning, factor-level portfolio construction, and purpose-driven solutions beyond traditional Monte Carlo models. Designed for RIAs and family offices, its systematized approach addresses all client assets, liabilities, and objectives, helping advisors deliver highly personalized advice at scale, strengthen client confidence, and foster lasting relationships. Libretto has been named a finalist in two Luminaries award categories.

1. Technology Platforms, Products and Services – Financial Planning – Product or Service Innovation: Libretto’s Financial Planning Software

Libretto’s innovative financial planning software unifies planning, total wealth portfolios, and risk management, enabling RIAs and family offices to deliver sophisticated, personalized advice at scale. Founded by Jeffery Coyle and built on liability-driven investing, priorities-based planning, and factor-level portfolio construction, Libretto allows advisors to integrate assets, liabilities, and future resources into purpose-driven strategies. By replacing simulations with outcome-focused solutions, the platform streamlines planning, enhances client confidence, and empowers advisors to deliver holistic, tailored financial solutions efficiently.

1. Technology Platforms, Products and Services – Operations – Product or Service Innovation: Libretto’s New Client Letters Feature

Libretto has been named a finalist in Operations, Product Innovation, for its new client letters feature. Launched in Spring 2025, the feature enables advisors to generate personalized, graphic-rich, white-label letters with a single click. Combining Libretto’s proprietary knowledge engine with generative AI, the letters provide tailored narratives and visualizations that help clients understand their financial situations. Advisors can use the letters for post-meeting follow-ups, proposals, annual reviews, and onboarding, creating bespoke client materials efficiently while reinforcing advisor value and engagement. The feature represents a significant operational innovation for wealth management firms.

KWANTI NAMED FINALIST IN TECHNOLOGY PLATFORMS, PRODUCTS AND SERVICES – INVESTMENT MANAGEMENT – PRODUCT OR SERVICE INNOVATION: UPDATES TO KWANTI’S PORTFOLIOS ANALYTICS PLATFORM

Founded by Christophe Gauthron, CFA®, Kwanti provides advisors and investment managers with advanced portfolio analysis, performance tracking, stress testing, and proposal generation. The platform streamlines portfolio management, offers data-driven insights, and visualizes risk factors, holdings, and strategy outcomes. Deep integrations with custodians and portfolio management systems save time, enhance operational efficiency, and support prospect conversion, client acquisition, and retention. By combining analytics with actionable insights, Kwanti empowers advisors to deliver personalized, optimized investment solutions while strengthening client relationships. Kwanti’s multiple enhancements to its leading portfolio analytics platform over the past year have helped it be named a finalist for Investment Management, Product Innovation.

MIKE BISARO, STRAIGHTLINE, NAMED FINALIST IN FINANCIAL ADVISORY AND ASSET MANAGEMENT FIRMS – RIAS (LESS THAN $10 BILLION AUM/AUA) – LUMINARIES WITH HEART: DEDICATION TO EMPOWERING THE NEXT GENERATION OF FINANCIAL PROFESSIONALS

Mike Bisaro, AIF®, President and CEO of StraightLine, has been named a finalist for the Luminaries With Heart Award for his dedication to empowering the next generation of financial professionals. Over the past year, he has championed education, mentorship, and ethical leadership through his work with Michigan State University’s Wealth Management Association and broader advocacy efforts. By addressing barriers to entry, promoting inclusivity, and guiding students toward purpose-driven careers in wealth management, Bisaro has modeled how industry leaders can create lasting social impact, building a stronger, more compassionate future for advisors and the clients they serve.

ENCORESTATE PLANS NAMED FINALIST IN TECHNOLOGY PLATFORMS, PRODUCTS AND SERVICES – FINANCIAL PLANNING – PRODUCT OR SERVICE INNOVATION: ENCORE’S STANDALONE DEED SERVICE

EncorEstate Plans has been named a Luminaries finalist for its Standalone Deed Service, which addresses one of estate planning’s most persistent gaps – ensuring trusts are properly funded with real estate. Launched in February 2025, this enhancement allows advisors to prepare and record deeds for any estate plan, regardless of origin, across 95% of U.S. counties. By providing a fully turnkey, digital process that eliminates the need for attorney-only trust funding, Encore’s modern estate planning platform empowers advisors to close a critical implementation gap, protect client assets, and ensure plans are effective through a fully digital, customizable experience.

ABOUT THE THINKADVISOR 2025 LUMINARIES AWARDS

Launched in 2021, ThinkAdvisor’s Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals. By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2025 Luminaries Awards program inspires the industry to reach greater heights of leadership, creativity, and community engagement. A panel of independent judges made up of distinguished industry professionals will determine the 2025 winners, who will be recognized during an awards ceremony at the New York Hilton Midtown on December 4^th, 2025.

ThinkAdvisor, producer and sponsor of the Luminaries awards, provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions. The website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.

To learn more and see the full list of ThinkAdvisor 2025 Luminaries finalists, please click here.

ABOUT IMPACT COMMUNICATIONS

Founded in 1993 by Marie Swift, who previously served as Director of Corporate Communications for a nationally-known wealth management firm and the regional office of one of the country’s largest independent broker/dealers, Impact Communications works with a select group of wealthtech companies, financial institutions such as custodians and independent broker/dealers, RIA networks and membership organizations, OSJs, allied consulting entities, wealth management firms, and independent advisors. Private coaching, on-camera training, branding and customized websites, content creation, and personalized media strategies enable Impact clients to achieve their overarching goals.

The company’s 3-D Framework is integral to Impact Communications’ identity and long-standing success in supporting financial advisory firms and related companies with customized marketing and communication strategies. Impact Communications' 3-D Framework stands for Dedicated, Discerning, and Driven. This framework has guided the company's strategy and standards since its founding. It reflects the qualities the firm embraces to serve its clients effectively, focusing on professionalism, thoughtful decision-making, and strong motivation to achieve client success. Impact Communications uses this framework as a core principle in their marketing and PR services, helping clients build strong brands and reputations in the financial services industry.

Much like its stellar list of award-winning clients, Impact Communications has been on the receiving end of many industry awards and public recognition. View client endorsements and additional information here.