Wealth & Money Management Awards 2015
Independent Means, Inc.
Independent Means, Inc. is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.
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Best Family Office Services – California
Award for Innovation in Human Capital Education
1209 1/2 De La Vina Street
Santa Barbara, CA 93101
Wealth & Finance International is thrilled to announce the return of the 2nd annual Retirement Planning Awards! Once again, we strive to honour and commemorate those whose work allows this crucially important industry to flourish. Candidates for the Retirement Planning Awards 2023 will include the entire spectrum of contributors to the pensions and retirement field. From the financial advisors who bring consumers reassurance and empowerment, to the pension plan providers and fund managers who facilitate retirement income generation; Wealth & Finance International is committed to celebrating all influential businesses in the industry. This also includes providers of technology that supports financial professionals in the administration of pensions and allows them to deliver a member experience which meets increasingly high consumer expectations. In light of recent developments in the pensions industry, the Retirement Planning Awards 2023 arrives at a fitting time. As global interest rates increase, purchasing insurance products for company pension schemes is becoming more feasible, adding to further security in retirement planning. Considering that most consumers believe employee benefits are their best chance of ensuring a comfortable retirement, this bodes well for member participation of workplace pension schemes. Furthermore, with the use of helpful pension plan schemes such as CDCs, accessibility in retirement planning is improving. This combined with the ongoing development of industry technology and the increasing savvy with which pension plan managers provide for their members, the Retirement Planning market is showing signs of firm growth and fortitude. The Retirement Planning Awards 2023 serves to showcase the professionals and firms which make this possible. Should you become one of our prestigious winners, Wealth & Finance International’s globally circulated platform will be available for you to share your achievements with our 130,000+ audience of high-net-worth individuals, institutional investors, and professional services firms. So, if you, an organisation or a professional you know of is exhibiting excellence in what they do, please do not hesitate to engage with our Nominations Team or use the provided voting form. Our unbiased in-house research and judging team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be ahead of the competition. Wealth & Finance International is looking forward to announcing the winners of the Retirement Planning Awards 2023.Winners Announced
The Artificial Intelligence Awards have now moved to our sister brand, Corporate Vision Magazine, for their fourth annual edition. For more information please visit Corporate Vision Magazine hereWinners Announced
Year upon year, the demand for talent has continued to grow within the highly competitive and dynamic tax industry. Technological innovations are consistently driving the market forward, with digital solutions leading the way. Professionals within this sector must be ready to explore new ways of working and keep up with the challenges facing them to stay at the forefront of these ever-evolving conditions. To highlight the essential tax services and solutions providers from across the corporate landscape, Wealth & Finance International are delighted to announce the Global Tax Awards for 2022! From tax advisors and consultants, to auditors, attorneys, and technology developers, the programme will explore this exceptionally diverse industry and reward those who have gone above and beyond; those who are showcasing their expertise and playing an integral part in the tax market. The Global Tax Awards are judged purely on merit and not on the number of votes received. Once our esteemed nominees have been established, our in-house research team will carefully create a shortlist based on various criteria and information that is available both online and in the public domain, including any materials supplied by the nominees. Successful organisations are then presented with their award and complementary marketing materials that will be invaluable to their PR portfolio in publicising their win. In addition to this, we give companies the option to be featured in our annual winners’ magazine, distributed to a worldwide circulation of high net worth and ultra-high net worth individuals, fund managers, institutional investors, and professional services firms, alongside the choice of several other personalised marketing items, suited to all budgets. With our broad circulation and selection of prestigious awards programmes, Wealth & Finance International provides the perfect platform for companies to share their success and services with a highly-targeted audience. Taking the above into consideration, if you are a member of or are aware of a company which you feel is deserving of a nomination within the Global Tax Awards, then please feel free to complete the voting form on this page. If you have any questions about the award, entry requirements or timelines, please do not hesitate to get in touch and a awards coordinator will be happy to help!Winners Announced
Wealth and Finance International is delighted to announce the return of the Cyber Security Awards! Now in its second year, the Cyber Security Awards will exclusively reward companies and individuals who excel within the cyber security industry. From software specialists to IT training providers, the Cyber Security Awards highlights a wide array of top performers and innovators from various sub-sectors within the Cyber Security space. Each year, the number of cyber threats exponentially increases and in an industry that is under constant demand, cyber security firms are tasked with offering the most innovative security solutions to meet the needs of all kinds of businesses. We at Wealth and Finance appreciate how vital cyber security is for protecting the day-to-day operations of businesses and individuals alike and we remain passionate about showcasing a diverse selection of firms and individuals who deserve to be recognised for their contributions. Responsible for also creating solutions to protect against constantly evolving threats, cyber security firms work exceedingly hard to protect their consumers, and innovation is of crucial importance. Subsequently, the cyber security industry is extremely competitive and we take pride in recognising those who prove themselves to be front-runners and pioneers within the industry. Using a merit-driven awards methodology to assess and determine winners, the Cyber Security awards will offer a fair playing field for companies of all sizes and encompass cyber specialists of all kinds! Should you know of a company or individual deserving of a nomination, please use our voting form to submit an entry. Please note that we also encourage self-nominations so don't hesitate to put yourself forward if desired. The Cyber Security Awards are the perfect opportunity to exemplify the efforts and contributions made by cyber security specialists each year. In a world that is under constant direct threat from phishing scams and cyber-attacks, we need cyber security experts now more than ever. Good luck to all the nominees.Voting Closed
Wealth and Finance International is delighted to announce the return of the FinTech Awards! Now in the seventh year, the FinTech Awards aims to celebrate the best individuals and firms working within the FinTech field. FinTech is revolutionising everyday life! With more and more people having daily access to the internet, FinTech applications have become vital for those in the industry. In a highly digital world, leading a successful FinTech firm is a huge achievement. Innovation has been key for FinTech and staying ahead of the crowd and implementing new developments is crucial for reaching new consumers. The power of FinTech is exponentially growing, and this is an industry that does not have any plans of slowing down. With experts predicting the industry to reach $174 billion this year alone, FinTech’s business forecast is looking positive, and we at Wealth and Finance International are honoured to celebrate the leaders in this field. From blockchain technologies, cryptocurrency, and banking apps, FinTech is paving the way forward for the international financial sector. Likewise, many FinTech businesses are implementing new methods to enhance the consumer experience, with Chatbots and AI both being utilised to improve the client journey. Maintaining consumers and gaining new clientele is the best business practice for success, and here at Wealth and Finance International, we are thrilled to be able to recognise those that have continued to strive for greatness. FinTech is exciting, everchanging and inevitable, and as an alternative to the norm, FinTech has been a welcomed change to traditional banking practices. This is a booming industry created with strategic partnerships and investments, from the everyday consumer to international businesses, FinTech has the opportunity to impact all aspects of life. Taking part in the FinTech Awards 2023 can be an excellent opportunity to display the hard work conducted throughout the past 12 months! In a world experiencing financial troubles and continuing to lead your business to success, why shouldn’t you be congratulated on your efforts? Small and large firms alike and all of those who work within the FinTech field are welcome to take part in the FinTech Awards 2023. This awards programme is a fantastic opportunity to showcase the hardworking professionals who excel in their sector. Standing out amongst your competitors is vital, and being an award-winning company can help achieve this. So why not get involved with the 2023 edition of the FinTech awards and compete with the very best in the FinTech sector. Utilising our own in-house research team, and nominations, the 2023 edition of the FinTech Awards encourages all to take part. If you know of a company that you think deserves to be celebrated for their efforts, then please get in touch with our Nominations Team. FinTech is a highly lucrative industry in the middle of a financial boom and there seems to be no end in sight for this industry, with profits predicted to continue to rise. Wealth and Finance International is proud to host this exciting awards programme, thereby shining a light on the FinTech stars. 2023 is expected to be a fantastic year for the FinTech industry, so why not get ahead of the curve and showcase your continued success? Wealth and Finance International wishes the best of luck to all the nominees!Vote Now
Wealth & Finance International’s annual Fund Awards returns for its 8th instalment in 2023! These awards serve to recognise all professionals and firms in the Fund industry whose tireless hard work and ingenuity exceeds investor expectations, making them the client’s first choice. Winners in the Fund Awards 2023 will display qualities that are favourable in the Asset Management industry, both to investors and managers themselves. Your firm might have the quickest client response times, utilising the latest technology to provide transparency through rapid data aggregation and reporting. Perhaps your fund’s strategy is particularly innovative or effective, producing reliable returns, or maybe your assets under management show strong values, living up to lofty ESG requirements. Wealth & Finance strives to celebrate the top talent in all areas of the industry; after all, the Fund industry is multifaceted, and investors make choices based on a broad variety of factors. Nominees for the Fund Awards 2023 will cover a broad range of companies involved in the Portfolio and Asset Management industry. This includes all supporting services and technologies to the industry. Our awards are merit-based, so regardless of whether you are a large multinational firm or a sole proprietorship, our dedicated Research and Judging team will look for qualities other than company size or turnover. Equally, shortlisting and winner outcomes are not dictated by the number of votes received. Our unbiased in-house Research and Judging Team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be leaders in their field. Entering the Fund Awards 2023 is an exciting opportunity to raise your professional profile and prove your worth to investors and stakeholders. If you become one of our esteemed winners, you will be presented with several options to publicise your achievements and share your story with Wealth & Finance International’s readership. Our circulation of over 65,000 key decision makers and professionals are continually eager to learn about top talent in the Financial Services sector! So, if you believe that your business or a business you know of is worthy of recognition, please do not hesitate to submit a nomination using the voting form below. If you would like any further information regarding the Fund Awards 2023, you can contact us at [email protected].Vote Now
Wealth and Finance International is proud to announce the launch of the Venture Capital Awards, being introduced for the first time in 2022! The goal of the Venture Capital Awards 2022 is to recognise the leading players in this field, whose expertise and proficiency in current investment markets and trends has resulted in strong profits, high growth, and technological advancement. After a decade of consistent growth in Venture Capital funding levels, culminating in a series of all-time high quarters throughout 2021, this year so far has seen a degree of pullback on investing value. While some industry commentors may interpret this as a sign of market decline, we at Wealth and Finance International instead see the potential for innovation in this sector. The Venture Capital industry is on the precipice of significant evolution in both the financing process and investment cycle, as seed capital is slowly becoming the dominant funding stage. Growing commitment to ESG-focused and sustainable investing methods is another influential factor shaping the Venture Capital landscape today. All sectors have faced various challenges since the start of the pandemic, but Venture Capital continues to be a robust and forward-thinking industry that encourages entrepreneurship, innovation, and development of emerging companies. Taking part in the Venture Capital Awards 2022 will provide a fantastic opportunity to promote your services to our international circulation of industry peers and potential clients, while cementing your status as a pioneer of the ever-changing Venture Capital sphere. This program will take into consideration firms of all sizes and specialties, even providing categories for individual Venture Capitalists who have experienced considerable success across their personal portfolios. Wealth and Finance International employs a dedicated team of in-house research specialists, who use publicly available resources to independently assess nominees, arriving at a final shortlist of recipients selected through our merit-based criteria. Proudly not pay-to-play, taking part in the Venture Capital Awards 2022 is completely free of charge, and Wealth and Finance International give all awardees the opportunity to accept a complementary package to celebrate their win. We also offer a selection of commercial options, designed to maximise your exposure across our platforms and get the most out of the award. No matter what level you are interested in taking part at, we wish you good luck in the Venture Capital Awards 2022 and every success in the future!Winners Announced
Wealth & Finance International presents the Management Consulting Awards 2023! Through these awards we strive to celebrate and commemorate leading experts in the consulting industry who have become so vital to the operation of modern businesses. The criteria our judging panel are looking for is comprehensive, and winners in the Management Consulting Awards 2023 will display qualities that resound with current trends and expectations apparent in the Consulting industry. It could be that your partnership network is proficiently aligned to offer reliable expertise, instilling confidence in past and future clients, or that your firm is particularly knowledgeable about a certain sector. Maybe your firm has proven to be innovative and actively uses the latest technology to streamline insight generation processes, showcasing your ability to stay at the leading edge of the industry. Consulting is a continuously evolving and growing industry with a clientele whose needs are ever changing. Gone are the days when consulting giants dominate based purely on reputation, business leaders’ requirements are now nuanced and specific. To exist in this competitive $330 billion industry as it stands in 2023, consulting firms must show adaptability to disruptive developments currently emerging. There are many ways to become successful in the Management Consulting Awards 2023, however, we do not judge businesses based on size, turnover or number of votes received. Entrants can be consulting firms or individual professionals who offer advice in any professional remit, Wealth & Finance International aims to make our awards inclusive, recognising as many worthy candidates as possible. Our unbiased in-house Research and Judging Team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be leaders in their field. Entering the Management Consulting Awards 2023 is an exciting opportunity to raise your professional profile and prove your worth to investors and stakeholders. If you become one of our esteemed winners, you will be presented with several promotional options to publicise your achievements and share your story with Wealth & Finance International’s readership. Our circulation of over 65,000 key decision makers and professionals are continually eager to learn about top professional talent! So, if you believe that your business or a business you know of is worthy of recognition, please do not hesitate to submit a nomination using the voting form below. If you would like any further information regarding the Management Consulting Awards 2023, you can contact us at [email protected].Vote Now
Wealth and Finance is proud to announce the opening of the inaugural Cryptocurrency Awards, where the tireless efforts of cryptocurrency professionals from across the globe are recognised and rewarded. The Cryptocurrency Awards will celebrate innovation and excellence by awarding those companies and key individuals across the industry. Open to the whole market we will consider crypto projects, exchanges, applications, data mining, blockchain experts, crypto fund managers, service providers to the industry, and more. Each nominee in the Cryptocurrency Awards will be assessed based on their achievements over the past 12 months by our in-house panel of judges. This assessment will be centred around the evaluation of skills and quality of services on offer. The wider market reputation of each nominee will also be taken into consideration during our extensive research process. Should you like to be included in the Cryptocurrency Awards or know of a business, individual or project deserving of a place on the shortlist, please submit a nomination using the voting form. If you have any questions regarding the awards or a firm’s eligibility, please contact the awards coordinator Steve Simpson.Winners Announced
Wealth & Finance International are excited to announce that the Ethical Finance Awards will be returning for the second time in 2023! We launched this programme to shine a light on the key players in the Finance industry who are committed to excellence not only in their day-to-day business practices, but also in ensuring that those practices are ethical, sustainable, and eco-friendly. Ethical Finance has been growing in popularity over recent years, as the public are now demanding more from their banks and financial providers than simply a good service. Today’s consumers are more conscious of social and environmental factors when making purchasing decisions, often prioritising the values of a company when choosing where to invest their money. This is reflected in a recent study by banking platform Mambu, which reported that over two-thirds of respondents want financial institutions to become greener in the future, and that almost half would consider switching providers if an alternative had a stronger commitment to sustainability. While Ethical Finance is still a relatively small industry, the sector continues to gather momentum as each year greener funds are launched and the number of banks with explicit ethical policies increases. This spike in market growth follows internationally recognised initiatives such as the 2015 Paris Agreement and the UN’s Sustainable Development Goals, which were both introduced to motivate countries to support ethical investment and sustainable finance schemes. Shifting to a more ethically driven Finance industry will not only benefit the planet but could also lead to huge economic advancement and create millions of new jobs, according to the Global Commission on the Economy and Climate. Wealth & Finance International will strive to make the Ethical Finance Awards 2023 the pre-eminent guide to the banks, investment firms, mortgage brokers, insurers, pensions providers, and more that have adopted ethical practices across their business. Our website and digital magazine are fantastic platforms for those leading providers operating in this niche market to promote their products and services to an international audience of industry peers and potential clients. All our eventual winners are determined via a thorough process of research and shortlisting, completed by our unbiased team of expert judges that we employ internally. The criteria with which we assess our nominees is purely merit-based, ensuring that those successful in the programme are selected due to performance, customer service, and innovation within their field rather than external factors like the number of votes. Winning firms and individuals will be presented with a variety of free and commercial advertising packages to choose from, each designed to maximise the promotional gains from the award. Should you wish to take part in the Ethical Finance Awards 2023, please don’t hesitate to nominate yourself or a deserving business you know for consideration this year!Winners Announced