LOS ANGELES – Zephyr, a subsidiary of Informa plc (LSE: INF), has been recognized as the “Best Wealth Management Company” in the 9th annual FinTech Breakthrough Awards program, an independent initiative that honors excellence in the global FinTech industry.
Zephyr’s cutting-edge asset and wealth management software provides financial professionals with advanced tools for portfolio construction, proposal generation, risk analysis, performance tracking, asset allocation modeling, and manager screening. The platform transforms complex financial data into actionable intelligence, equipping investment professionals with the technology needed to navigate both bullish and bearish markets.
Industry-Leading Financial Technology
Zephyr’s innovative approach to wealth management ensures its platform remains at the forefront of industry advancements. With a team of investment management and product specialists, the company delivers essential tools that allow wealth managers, financial advisors, trust officers, and asset managers to:
- Analyze client portfolios and compare them against proposed investments
- Screen and select investment products
- Model and modify asset allocations
- Generate customized performance reports
- Create presentations for pension funds and institutional clients
Zephyr’s technology is designed to enhance the client-advisor experience, integrating consumer-centric methodologies to build more effective investment strategies and improve customer outcomes.
Industry Recognition
Steve Johansson, Managing Director of FinTech Breakthrough, praised Zephyr’s commitment to innovation and personalized financial solutions.
“Zephyr’s wealth management software has remained a cornerstone of the financial services industry. While technology provides tools to manage wealth, every client’s needs are unique,” Johansson said. “Zephyr integrates consumer-focused techniques into its platform to optimize outcomes and enhance the client experience. We are proud to recognize them as the ‘Best Wealth Management Company’ for 2025.”
The FinTech Breakthrough Awards is a globally recognized program that honors leaders, visionaries, and innovators in categories such as Digital Banking, Cryptocurrencies, Personal Finance, Lending, Payments, InsurTech, RegTech, and Investments.
A Commitment to Excellence
Zephyr’s Head of Wealth Management Solutions, Chris Volpe, emphasized the company’s ongoing mission to support financial professionals.
“Our solutions are designed to help managers and advisors build wealth for their clients while fostering meaningful investor relationships,” Volpe said. “We appreciate this recognition from FinTech Breakthrough, which reaffirms our dedication to developing tools that educate clients, engage them in wealth management, and keep pace with rapid technological advancements.”
About FinTech Breakthrough
FinTech Breakthrough is part of Tech Breakthrough, a global market intelligence and recognition platform focused on technology innovation. The awards program honors outstanding achievements in Wealth Management, Payments, Cryptocurrency, Fraud Protection, Banking, Lending, RegTech, InsurTech, and more.
About Zephyr
Zephyr’s award-winning wealth management software provides portfolio construction, advanced analytics, risk management, and performance tracking tools that empower financial professionals. The platform allows asset managers to streamline communications and enhance investment strategies using customized, on-demand template technology.
Zephyr was previously honored with the 2024 FinTech Breakthrough Award for Best Overall Analytics Platform, reinforcing its position as a leader in financial technology solutions.
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