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Say hasta la vista to your 1990s advisor tech.

We empower advisors to help clients reach their financial goals with our highly personalized, award-winning wealth tech platform.



*Please note that consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications to each organization for review. Application fees were paid for the US Fintech Awards and Finvoate. WBI Investments LLC and CyborgTech LLC did not directly or indirectly compensate Industry Awards or Fintech Breakthrough Awards for any rankings and/or awards. The awards programs are conducted on an annual basis. The companies received the Fintech Breakthrough Award in March 2021, March 2022, and March 2023.  The companies were Finalists for the Industry Awards in June 2020 and June 2021, US FinTech Awards in April 2021 and August 2023, and Finovate in June 2022. For more information on the award categories and criteria, visit FinovateFinTech BreakthroughUS FinTech Awards, or

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