FinTech Breakthrough, an independent market intelligence organization that recognizes the top companies, technologies and products in the global FinTech market, today announced that Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in financial services software, has been selected as winner of the “Best Wealth Management Company” award in the 9th annual FinTech Breakthrough Awards program.
Zephyr's breakthrough technology offers the leading analytics platform, which includes portfolio analytics, asset allocation, investment manager research, proposal generation, attribution analysis and more. Financial Advisors and Wealth Managers use Zephyr to optimize portfolios, identify risk tolerance and compliance, evaluate portfolio performance, create asset allocation strategies, proposal generation models and trust management performance reports.
A new feature of Zephyr’s technology shows the impact of systematic withdrawals when comparing portfolios. Advisors use it to compare various levels of withdrawals against ending values. This allows them to quickly and easily demonstrate how to maximize income from a portfolio without sacrificing a client’s legacy.
“We’re incredibly grateful to FinTech Breakthrough for this recognition. Our goal is to help investors and advisors take charge of their investments. Portfolio analytics is crucial for the investment process, enabling effective risk management and decision-making,” said Christopher Volpe, Head of Informa's Zephyr business. “We continue to enhance our platform in order, empowering our clients with the ability to make data-driven decisions that strengthen strategies and achieve their clients’ financial objectives.”
As a testament to its industry wide success, Zephyr holds three consecutive Fintech Breakthrough awards. In 2022 Zephyr received FinTech Breakthrough’s award for “Best Financial Research and Data Company,” in 2023 for “Best Retail Investment Platform, 2024 for ”Best Overall Analytics Platform" and in 2025 for "Best Wealth Management Company."
Zephyr has also been named a finalist in this year's Business Intelligence Group's award for Excellence in Customer Service Award.
