Finance Awards 2018
Portrey & Company P.C.
Portrey & Company P.C. is one of the 2018 winners of Finance Awards at Wealth & Finance.
Best Accounting & Tax Management Firm – Michigan & Tax Preparation Specialist of the Year 2018 – Michigan
Wealth and Finance International is happy to announce the return of the FinTech Awards. Now entering its eighth year, this highly exclusive awards programme recognises and celebrates the leading companies within the FinTech Industry. The FinTech Industry encompasses a diverse array of technologies and innovations aimed at enhancing and revolutionising financial services. From mobile payment solutions and peer-to-peer lending platforms to blockchain-powered cryptocurrencies and AI-driven investment algorithms, FinTech is driving unprecedented levels of efficiency, accessibility, and inclusivity in finance. Over the past 12 months, the FinTech Industry has surged ahead, showcasing remarkable growth and resilience. Both the US and UK maintain their positions as global frontrunners in this dynamic field, with the UK projected to double its number of FinTech firms by 2030. These regions serve as vibrant hubs of FinTech innovation, spearheading progress and setting new standards. In the UK alone, FinTech contributes an estimated £11 billion to the economy, underlining its significant impact and unwavering momentum. Meanwhile, across the APAC region, the rise in the number of FinTech startups is increasing. With a focus on serving underbanked populations and leveraging emerging technologies, APAC is experiencing a surge in FinTech accessibility and adoption. This trend shows no signs of abating, positioning APAC as a formidable contender for global FinTech leadership in the years to come. As countries worldwide implement financial regulations pertaining to this industry, the FinTech landscape is evolving. This presents challenges for many FinTech startups; however, with strategic planning and investment, they can navigate these changes successfully by adopting a holistic perspective. By pursuing proactive strategies such as talent acquisition, market expansion, and embracing forward-thinking regulations, businesses can position themselves for sustained growth and profitability. After all, regardless of any current economic struggles, this industry remains to be a highly profitable one. Through pioneering innovation, the industry has harnessed developing technologies to enhance operational efficiency, elevate the customer experience, and introduce groundbreaking products and services. Embracing GenAI emerges as a prominent trend for the upcoming year, promising numerous benefits to the industry, particularly evident in the evolving landscape of consumer needs. As FinTech continues to innovate and evolve, the impact it has on consumers and economies alike is remarkable. This can best be shown through the changes to personal digital banking methods. FinTech platforms provide intuitive, user-friendly interfaces that prioritise convenience and ease of use. For many consumers, the accessibility afforded by digital banking is a cornerstone of their financial well-being which enable users to take greater control over their finances. With its commitment to accessibility, innovation, and inclusivity, FinTech is not just reshaping finance—it's revolutionising the way we think about money and empowering individuals and businesses to thrive in an increasingly digital world. Participating in the FinTech Awards 2024 presents a unique opportunity for your organisation to showcase its achievements, successes, and best practices on a global platform. No matter your area of expertise in FinTech, whether it be digital payments, InsurTech, cryptocurrency, or another field, these awards are the ultimate platform to assertively demonstrate your achievements. The FinTech Awards 2024 offer unparalleled exposure, authenticity, and networking prospects for all participants. The FinTech Awards 2024 accepts nominations from individuals and third parties. Our experienced professionals evaluate all nominees based on their quality and achievements, without bias towards their company size or location. The selection process is fair and impartial, ensuring that all candidates are objectively evaluated based on merit. If you know of a company worthy of recognition for its successes, please feel free to submit a nomination. We wish all the nominees the best of luck!
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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 returns for the second time with their Global Insurance and Risk Management Awards for 2022. These awards are here to celebrate the contributions delivered by both the insurance and risk assessment sector and all the hard-working professionals involved in it. We pride ourselves on being inclusive with our nominations, meaning all sectors of the industry are welcome to participate, from travel and business insurance to medical indemnity, and worker’s compensation – we aim to not limit the vast array of sectors in this field of expertise. It brings us great joy to be able to acknowledge the grit and determination of those within the industry that have had to face many challenges due to the pandemic. We are looking forward to showcasing businesses who have met these challenges with their innovation and commitment. With technology playing a fundamental role within both the insurance and risk assessment sector, it has become a prime resource of the future of programming and the future of connectivity. Even with the rising cost of operations, businesses have continued to present a 24.15% increase as compared to the same period in the previous year – making it the perfect opportunity to be recognized. Becoming an award winner within the Global Insurance and Risk Management Awards 2022 can be widely beneficial as your company will become recognised on a global scale but is also a great way to demonstrate to potential clients and competitors what you have achieved. To create a level-playing field for all participants, our decisions are based on merit alone – not taking into consideration longevity, size or annual revenue of a business to determine the winner. Successful candidates are chosen by focussing on their reputation and determination to become successful in their industry. Nominees will be granted the opportunity to supply supporting evidence to our judging panel that they may feel plays a vital role in their company, such as a particular achievement or a prosperous business venture. Our in-house research team will also carefully analyse any publicly available information to build a casefile for you, using online sources such as company websites, social medias and customer testimonials. With a global circulation of 130,000 readers, Wealth and Finance International provide a substantial platform to take your company to new heights by promoting and celebrating your brand to a worldwide readership, with the potential to gain new audiences. Should you wish to nominate a business you feel is deserving, or you perhaps would like to submit a self-nomination, you can do so by using our voting form. Alternatively, you can also get in touch with our team directly via email.
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 here
Winners Announced
Wealth & Finance International is thrilled to announce the return of the 3rd annual Retirement Planning Awards! The Retirement Planning Awards 2024 aims to acknowledge the outstanding achievements and best practices of the retirement planning industry. These awards are organised by Wealth & Finance International, a global platform that provides the latest information on up-to-date market trends and advice on all things related to finance and fund management. The awards are open to all professionals and organisations that contribute to the pensions and retirement income sector. Whether you are a financial advisor who assists consumers in planning for their retirement, a pension plan provider or fund manager who offers retirement savings and investment solutions, or a technology provider who supports the administration and delivery of retirement benefits, you are eligible to enter and compete with the best in the business! The retirement planning landscape is undergoing significant shifts globally, with recent global disruption events effecting life expectancy and sparking concerns about pension adequacy. In response, there's a growing trend towards later retirement and a resurgence of work-based pensions. Different industries across the world are customizing retirement plans to attract and retain talent, offering competitive benefits and emphasizing diverse investment opportunities. Regulatory changes, like the SECURE Act 2.0 in the USA, are impacting the retirement industry, leading to recruitment challenges and a potential slowdown in acquisitions. These shifts are accompanied by a broader trend of technology transforming retirement planning, as robo-advisors and digital solutions offer efficient and accessible options. Demographic changes, regulatory shifts, and technological advancements are reshaping retirement planning on a global scale, emphasizing the importance of adaptability for service providers and individuals navigating these evolving trends. The awards process for the Retirement Planning Awards 2024 is very straightforward. Alongside open nominations, Wealth and Finance International utilises a dedicated in-house research team to identify and analyse businesses deserving of recognition. This approach ensures a level playing field, enabling companies of all sizes and sectors to compete fairly. This awards programme is completely free to enter, and if your firm is lucky enough to be successful, you will be presented to our circulation of 65,000 and promoted on our official website for a minimum of 12 months. In addition, our awardees are welcome to choose from our range of competitively priced promotional opportunities to increase exposure of the good news! Participating in the Retirement Planning Awards 2024 offers numerous benefits. It provides an exceptional opportunity to gain industry recognition and showcase your achievements to a wide audience. The Retirement Planning Awards 2024 is a great opportunity to gain recognition and credibility for your work and achievements in the retirement planning industry. It is also a chance to showcase your expertise and excellence to a global audience! If you would like to nominate yourselves, or indeed another business you feel is worthy, then please complete the online voting form!
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].
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.
Winners Announced
Wealth & Finance International’s annual Fund Awards returns for its 9th 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].
Winners Announced
We are delighted to announce the return of the Private Education Awards 2024 for its fourth instalment! This is a distinguished awards programme that celebrates the best of the best in the private education sector. We aim to recognise the outstanding institutions and educators who have made a positive difference in this field, honouring their dedication to providing excellent educational opportunities. The Private Education Awards 2024 has undergone a rebrand and relaunch. For the very first time, this annual award will launch on the renowned Wealth and Finance International platform, a sister brand of the original curator, LUXlife. With this exciting change, the Private Education 2024 is expected to seamlessly integrate into the new platform, bringing a fresh chapter to its esteemed history. In 2024, the private education industry is undergoing a significant transformation, marked by the integration of innovative technologies and innovative teaching methodologies. Key trends include the rise of Artificial Intelligence, gamification, blockchain, and extended reality (AR, VR, Mixed Reality), enhancing personalised learning and student engagement. The global e-learning market is expanding rapidly, expected to reach $462 billion by 2027. There is a growing focus on soft skills like entrepreneurship and public speaking, balanced with technological advancements in Nano Learning to cater to shorter attention spans. Hybrid learning models are becoming more prevalent, combining online and in-person teaching, and utilizing AI and data analytics for customized educational experiences. Non-traditional models like microschools are emerging, offering more intimate and personalized learning environments. Additionally, STEAM-based programs are gaining momentum, emphasizing the integration of science, technology, engineering, arts, and math. In the UK, the private education sector continues to grow, reflecting a steady demand despite the significant financial commitment it requires. These trends collectively illustrate a dynamic shift in private education, emphasizing technological integration, innovative teaching approaches, and a focus on both academic and soft skill development. Through this awards programme, Wealth and Finance International seeks to acknowledge those who are setting new benchmarks in educational excellence and innovation, thereby inspiring others in the industry. The awards process is simple: in addition to nominations, we have our dedicated in-house research team that identify, evaluate, and award institutions that we believe deserve to be recognised for their achievements. Using this method ensures that, regardless of size or specialism, institutions can be judged on an equal basis. These awards are entirely free to enter and if your firm is fortunate enough to be successful, you will be presented to our circulation of 67,000 and promoted on our official website for a minimum of 12 months. Furthermore, our awardees are welcome to select from our range of competitively priced promotional opportunities to increase exposure of the good news. If you would like to nominate yourselves, or indeed another firm you deem worthy, then please click on the ‘Nominate Now’ button. Alternatively, please do not hesitate to contact the Nominations Team for further information.
Voting Closed
The Private Equity (PE) and Venture Capital (VC) markets are integral to the ecosystem of emerging businesses; fortifying start-ups and enabling innovative enterprises to thrive. Although PE assets under management (AUM) have dropped significantly since 2021’s record highs, the market is expected to grow substantially, with a forecasted total of US$5.8 trillion AUM by 2025. By the end of 2022, the Venture Capital market had reached around $240 billion and is expected to grow to approximately $700 billion by 2028. Despite global economic challenges and uncertainties, the need for capital to develop businesses and boost their growth will always be present. Wealth & Finance International’s Private Equity and Venture Capital Awards 2023 will shine a spotlight on the most successful Private Equity professionals whose proficiency enhances the development entrepreneurial vision, and therefore society. The Private Equity and Venture Capital Awards 2023 will be a showcase of top talent within the industry, providing deserved recognition to those excelling in the face of adversity. Regardless of your chosen sector or specialism, excelling in the Private Equity & Venture Capital industry requires deep knowledge and awareness of current trends, not just in the Private Equity market but also the sectors you wish to invest in. It is not as simple as just making adequate returns; in 2023 PE professionals consider the ethos by which they invest extremely important. After all, the impact that these firms can have on the future of society should not be understated. At Wealth & Finance International, we believe that those firms who are still performing at a high level should be celebrated. To remain persistent and successful in an increasingly uncertain industry is as impressive as it is admirable! Criteria for winners of the Private Equity and Venture Capital Awards 2023 will be multifaceted. The judging panel will consider factors such as your track record of portfolio success, the impact of your invested ventures or your firm’s commitment to social values and ethics. These are not the only criteria; there are many reasons your firm may be selected as a successful winner among a myriad of categories. Our awards are merit-based, so regardless of whether you are a large multinational firm or a sole proprietorship you have the chance to win. Equally, shortlisting and winner outcomes are not dictated by the number of votes received. Becoming a successful winner in the Private Equity and Venture Capital Awards 2023 is the ideal opportunity to prove that your business stands firmly ahead of your industry peers! If you display the qualities sufficient to be deemed a winner, alongside our complimentary offering you will be presented with a choice of optional promotional resources. These resources harness the reach of Wealth & Finance International’s digital magazine by promoting your achievements to our circulation of 65,000 financial professionals and high-net-worth individuals! 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 Private Equity and Venture Capital Awards 2023, you can contact us at [email protected].
Winners Announced
