FP Alpha Awards

~2026 WealthManagement.com Industry Awards

Finalist: Estate Insights

~2026 Wealthtech 100

WealthTech100 2026 – WealthTech100 for 2026

~2025 Think Advisor Luminaries 2025 Winner

Product or Service Innovation Financial Planning for Estate Lab 2.5

~2025 WealthManagement.com Industry Awards

Finalist: Estate Planning Tech for Estate Planning Insights

~2025 AdvisorHub Top 250 RIAs

Winner: Andrew Altfest Advisors to Watch: RIAs – AdvisorHub

~2024 Think Advisor Luminary Awards

Finalist: Specialized Planning Applications Firm Award – Innovation

~2024 Investment News Hot List: Andrew Altfest

~2024 Financial Planning’s Innovation in AI Awards

Winner: Specialized Planning

~2024 WealthManagement.com Industry Awards (the “Wealthie”)

Winner: Estate Planning, The Estate Lab

Finalist: Specialized Planning Applicaons, Roth Conversion Simulator

~2023 RIA Intel Awards

Finalist: Most Innovative Technology of the Year

~2023 Think Advisor Luminary Awards

Finalist: Fintech/TAMP Platforms

~2023 WealthManagement.com Industry Awards (the “Wealthies”)

~2023 Top 100 RIAs to Watch from AdvisorHub

Winner: Andrew Altfest

~2022 WealthManagement.com Industry Awards (the “Wealthies”)

Winner: Innovative Technology: New Applications for the Financial Wellness Score in the Prospect Accelerator Oﬀering

~2022 Think Advisor Luminary Awards

Winner: Fintech Execuve Leadership

~2022 Top 50 RIAs to Watch from AdvisorHub

Winner: Andrew Alest

~2022 Top Companies to Watchin Advice Support from the Kitces Report

Tax Snapshot