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intellicents named finalist for WealthManagement industry awards

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intellicents has been named a top runner in the 401(k) Technology category for the 2022 Wealthies awards by WealthManagement.com due to their lifesteps financial planning app. WealthManagement.com, the leading resource for wealth advisors and planners, announced the full list of finalists this summer for its 2022 Industry Awards known as the “Wealthies”. This is the first awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.


A record-breaking number of nominations was submitted for the 8th Annual Industry Awards –nearly 1,000 entries were received from more than 350 companies. Two hundred twenty-five organizations were selected as finalists in one or more of the firm or individual categories in this year’s awards program.


“The record-setting participation in our Industry Awards this year is a testament to the value firms continue to place in the Wealthies as their best opportunity of the year to enhance their reputation, increase their brand awareness and set their organization apart from the competition,” said William O’Conor, Managing Director of WealthManagement.com. “This year we’re pleased to announce that we’ll be celebrating and honoring our awards finalists and winners with in-person afternoon and evening events in New York City, along with simultaneous virtual broadcasts accessible to a broader audience of awards team members and other wealth management professionals across the nation.”


“In 2016 we set out on a crusade to help the American worker get their financial house in order,” commented Brad Arends, Co-Founder and CEO of intellicents. “At that time we were effectively not in the wealth management business, but we knew that it was going to take both people smarts plus great technology to accomplish this goal. Today we have a staff of 24 in our personal financial management department, 12 of which are CERTIFIED FINANCIAL PLANNERS™. Our lifesteps foundational financial planning app is the key part of our tech stack that provides a participant data repository enabling us to provide a financial planning solution for the American worker.”


Winners of the 2022 Industry Awards will be announced on September 8, 2022 during a black-tie ceremony at the Ziegfeld Ballroom in New York City. A panel of independent judges made up of top names in the industry and led by WealthManagement.com editor-in-chief David Armstrong chose the finalists and will determine the winners of the WealthManagement.com Industry Awards, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.


You can learn more about lifesteps and how intellicents is providing financial planning as an employee benefit with it here.

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