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Impact Communications, a leading marketing and PR firm exclusively serving the financial services industry, is proud to announce that eight of its nominated clients have been named finalists in the 2025 ThinkAdvisor Luminaries Awards. This recognition highlights the exceptional contributions by these organizations in advancing the financial advisory and wealth management profession.
“Our clients continue to raise the bar for what it means to lead with purpose and authenticity,” said Marie Swift, founder and CEO of Impact Communications. “It’s gratifying to see their commitment to innovation, education, and contributions to client and community recognized on such a prominent national stage.”
Now in its fifth year, the prestigious Luminaries Awards program is presented annually by ThinkAdvisor to celebrate individuals and firms in financial services who demonstrate excellence beyond traditional metrics. Categories span firm and individual awards recognizing product or service innovation, thought leadership and education, industry disruption, and more.
Among the finalists for the 2025 ThinkAdvisor Luminaries Awards are Impact clients Advyzon, Advyzon Investment Management (AIM), Syntax Data, The Oasis Group, Libretto, Kwanti, StraightLine, and EncorEstate Plans, each recognized for their outstanding achievements in advancing the success of financial advisors.
“Impact’s mission has always been to amplify the voices of fiduciary-minded professionals who are making a positive difference in our industry,” Swift added. “We’re honored to help these outstanding organizations tell their stories and celebrate their well-deserved recognition among the industry’s brightest Luminaries.”
Learn more about each of these outstanding finalists and the innovations that earned them this year’s recognition below.
ADVYZON NAMED A LUMINARIES FINALIST IN SEVEN CATEGORIES
Advyzon, an industry leader in unified wealth management technology and investment solutions, has been named a finalist for seven ThinkAdvisor 2025 Luminaries awards – tying for the most finalist nods in the entire awards program. Purpose-built to simplify and streamline the advisor experience, Advyzon’s all-in-one platform integrates portfolio management, reporting, trading, CRM, billing, and document storage, plus investment management through Advyzon Investment Management (AIM) and its Nucleus Model Marketplace. The firm’s ongoing innovation empowers advisors and institutions to scale efficiently while delivering exceptional client experiences.
1. Technology Platforms, Products and Services – Business Development – Product or Service Innovation: Auria
Advyzon’s Auria is redefining family office technology by uniting CRM, portfolio management, performance reporting, trading, and document management into one seamless platform tailored for ultra-high-net-worth (UHNW) clients. Built on Advyzon’s proven technology, Auria introduces new features for managing complex wealth structures, alternative investments, and multi-generational entities, all through a single, intuitive interface. Its Wealth Blueprint visualization gives advisors and families a holistic view of total wealth across custodians and asset types. By eliminating fragmentation and simplifying oversight, Auria empowers family offices and advisors to make smarter, data-driven decisions through one secure, modern experience.
2. Technology Platforms, Products and Services – Client Engagement – Product or Service Innovation: Advyzon 3.0 Client Portal
Delivering a more intuitive and seamless experience for both advisors and clients, the newly enhanced Client Web Portal, part of Advyzon 3.0, has landed the platform in Luminaries finalist status. Advyzon’s all-in-one wealthtech solution, built from the ground up on single source code, streamlines client relationship management and business operations for independent advisors. The revamped portal provides secure, anytime access to account information, supports enhanced document sharing, and integrates deeply with Advyzon’s suite of tools, empowering advisors to offer more personalized engagement and efficient collaboration. These advancements enable firms to boost efficiency, deliver superior client service, and focus on meaningful client outcomes.
3. Technology Platforms, Products and Services – Operations – Product or Service Innovation: Advyzon’s All-in-One Platform
Advyzon is redefining operational efficiency for advisors through a fully unified technology and investment management platform. Purpose-built from the ground up, Advyzon integrates portfolio management, performance reporting, trading, CRM, billing, document storage, and client portals into one seamless experience. With Advyzon Investment Management (AIM), advisors also gain direct access to investment solutions and a robust model marketplace. Recent innovations, including Advyzon 3.0, Institutional and Enterprise offerings, and Auria for family offices, showcase continuous evolution. By combining elegant design with powerful functionality, Advyzon empowers firms to streamline workflows, scale efficiently, and elevate the advisor–client experience.
4. Technology Platforms, Products and Services – Investment Management – Chief Executive of the Year: Lee Andreatta, Advyzon Investment Management
5. Financial Advisory and Asset Management Firms – TAMPs and Model Marketplaces – Chief Executive of the Year: Lee Andreatta, Advyzon Investment Management
Lee Andreatta, CEO of Advyzon Investment Management (AIM),is a finalist for CEO of the Year in two categories: Investment Management and TAMPs & Model Marketplaces. Andreatta has led a year of breakthrough innovation and growth for the firm. Under his leadership, AIM launched Sphere, a manager-sponsored model marketplace, expanded their integration with Nitrogen to streamline advisor efficiency, and introduced a Tax Optimization Framework that enhances after-tax returns. He also forged strategic partnerships with firms such as StoneX and Syntax Data, advancing scalable, customized investment solutions. Through these initiatives, he has strengthened AIM’s position within Advyzon’s all-in-one wealthtech platform, driving innovation, operational excellence, and meaningful impact for advisors and their clients.
6. Technology Platforms, Products and Services – Investment Management – Chief Marketing Officer of the Year: Samantha Schwimmer, Advyzon
7. Technology Platforms, Products and Services – Operations – Chief Marketing Officer of the Year: Samantha Schwimmer, Advyzon
Samantha Schwimmer, Chief Marketing Officer of Advyzon, is a dual finalist for CMO of the Year in both Investment Management and Operations, recognized for her leadership in driving Advyzon’s expansion across enterprise, institutional, and investment management markets. Over the past year, she led the successful announcement and brand launch of Auria – Advyzon’s new platform for family offices and UHNW clients – and oversaw a complete brand refresh and website redesign uniting all four Advyzon business lines. Schwimmer also managed the promotion of major partnerships, product innovations, and the sold-out second annual Advyzon Conference – doubling attendance and elevating the brand’s visibility and impact industry wide.
