| | | | 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. |
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| | | Jason Barber Founder, Uptick Partners |
| | | Steven Chen CEO, Boldin, NewRetirement |
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| | | Caitlin Douglas Founding Partner and COO, Elevation Point |
| | | Stephanie Drescher Partner, Chief Client and Product Development Officer, Apollo Global |
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| | | Aly Kassim-Lakha Founder and CEO, Aspen Standard Wealth |
| | | Jacqueline Martinez Managing Partner, Alaris Acquisitions |
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| Vanessa Martinez CEO and Managing Partner, Expressive Wealth | | | | Kyle Wiggs Co-founder and CEO, UX Wealth Partners |
Eden Ovadia Co-founder and CEO, FINNY AI
| | | | Dien Yuen CEO, Daylight Advisors |
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