The 2025 InvestmentNews Women to Watch Excellence Awardees revealed

The 2025 InvestmentNews Women to Watch Excellence Awardees revealed
Find out who made the final shortlist for top honors at this year's awards, honoring the women and firms blazing new trails in wealth management.
AUG 04, 2025
By  Andy Burt

The wealth management industry is being radically transformed by women who are driving change. InvestmentNews' 2025 Women to Watch awards recognizes those who have the most impact.  

Earlier this year, we invited nominations to recognize the women and their firms that have had the biggest impact on the wealth management industry. Following a months-long process – including open nominations, independent research, and excellence awardee submissions – the 2025 Excellence Awardees have been named. These finalists represent the highest standards of women in leadership, innovation, and impact across the wealth management space. 

The awards highlight both individual and organizational achievements, with categories designed to reflect the many ways women are contributing to the profession — from financial literacy advocacy to executive leadership and long-term impact.

This year’s individual categories include:

  • Allyship Champion of the Year
  • Executive Excellence Award
  • Female Trailblazer of the Year
  • Financial Literacy Champion
  • The Alexandra Armstrong Award for Lifetime Achievement in the Financial Services Industry
  • Portfolio Manager of the Year
  • Rising Star Advisor of the Year

Organizational categories include:

  • Employer of Choice
  • Excellence in Gender Diversity & Inclusion
  • Excellence in Philanthropy & Community Service
  • Fastest Growing, Female-Led Advisory Team

THe 2025 Women to Watch Awards will be held on October 21 at Tribeca 360 in New York City. 

More information on the event is available on the InvestmentNews 2025 Women to Watch event website.

Latest News

Trump to name new Fed governor, jobs data head in coming days
Trump to name new Fed governor, jobs data head in coming days

President says he has a ‘couple of people in mind’ for central bank role.

JPMorgan’s asset management arm targets Europe retail investors in active ETF tie-up
JPMorgan’s asset management arm targets Europe retail investors in active ETF tie-up

Wall Street firm partners with Dutch online broker to fuel push into EU market.

UBS to settle outstanding Credit Suisse RMBS case with $300M payment
UBS to settle outstanding Credit Suisse RMBS case with $300M payment

Agreement with the US Department of Justice comes eight years after settlement.

GeoWealth secures $38M in funding round led by major alternative investment manager
GeoWealth secures $38M in funding round led by major alternative investment manager

Series C funding will accelerate unification of TAMP’s model portfolios.

No succession plan? No worries. Just practice in place
No succession plan? No worries. Just practice in place

While industry statistics pointing to a succession crisis can cause alarm, advisor-owners should be free to consider a middle path between staying solo and catching the surging wave of M&A.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.