If you have trouble viewing this email, read the online version | Add to Safe Sender List

Meet the Ten to Watch in 2025

WealthManagement.com presents our editorial picks for the Ten to Watch in 2025 - the 10 individuals who are set to innovate and influence the wealth management industry in 2025.
VIEW THE TEN TO WATCH
Change is inevitable, and we think the people on this list, in different ways and to different degrees, reflect that when it comes to the business of financial advice.

Hopefully many of the names on this list are new to you. If we are right, you’ll become more familiar with them over the next few years. Each bear watching in that they are at the forefront of trends and changes that will touch every advisor in the coming years.
Julie Cane
Jason Barber
Founder, Uptick Partners
Devon Drew
Steven Chen
CEO, Boldin, NewRetirement
Olivia Eisinger
Caitlin Douglas
Founding Partner and COO, Elevation Point
Iraklis Kourtidis
Stephanie Drescher
Partner, Chief Client and Product Development Officer, Apollo Global
Ritik Malhotra
Aly Kassim-Lakha
Founder and CEO, Aspen Standard Wealth
Carrie Nelson
Jacqueline Martinez
Managing Partner, Alaris Acquisitions
Anne Rhodes
Christine Simone
Vanessa Martinez
CEO and Managing Partner, Expressive Wealth
Brian Thorp
Kyle Wiggs
Co-founder and CEO, UX Wealth Partners
Eden Ovadia
Co-founder and CEO, FINNY AI

Ryan VanGorder
Dien Yuen
CEO, Daylight Advisors
 
VIEW THE TEN TO WATCH
 
CONNECT WITH US
EVENTS
RESOURCES
Webinars
WMIQ Research
White Papers
Podcasts
COMMUNITY
 
Facebook Twitter LinkedIn
 

Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement