Honors for Innovative Wealth Management Companies

My friends and former colleagues at U.S. Bank’s Ascent Private Capital Management recently won “Best Newcomer- Private Wealth Manager” and was highly commended for “Best Multi-Family Office- Client Service- Over $2.5 Billion” in the 2013 Private Asset Management  (PAM) Awards in New York.

Congratulations to the entire team!


Separately, Fast Company listed “The World’s Top 10 Innovate Companies Companies in Finance” as a part of their Most Innovate Companies in 2013.

Three companies that work in the investing/wealth management space were included on the list:

#2 OpenGamma – “For cracking the secret world of capital markets by creating open-source risk-management software.”

#9 Riskalyze- “For helping individual investors assess risk, using personalized algorithms and portfolio alerts.”

#19 SigFig- “For becoming the online portfolio doctor, highlighting overpriced funds and suggesting alternatives within seconds.”

Read the entire list here.


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