finalytix Named A Finalist In Two 2017 Industry Awards Categories



Redwood City, CA (June 1, 2017) —, the leading resource for wealth advisors and planners, has announced the finalists for its 2017 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies and organizations that support financial advisor success.

Finalytix, Inc., a silicon valley financial analytics start-up, has been named a finalist in two 2017 Industry Awards categories: Industry Disruptors; and Wealth Reporting /Personal Finance Managers Technology Providers.

By recognizing outstanding achievement in the industry, the Industry Awards inspire innovation and leadership among industry participants, creating an environment that enables the industry to better support advisors in their roles as leaders to their clients and communities.

Commenting on the firm’s accomplishment, Mr Omar Rana, Director & Co-Founder, finalytix said: “We are delighted to have been named a finalist for these prestigious awards.  It is a great honor to be included in the company of today’s leading financial technology providers, and is a testament to the hard work that our team has put in towards the goal of providing a true independent global perspective to our clients.”

“Financial advisors increasingly have an overwhelming number of options when it comes to the companies they choose to help them grow their business, whether it be a broker dealer, technology vendor, asset manager or custodian,” said David Armstrong, editor-in-chief of “These awards are a chance to highlight the best of those companies’ recent initiatives for the industry. Thanks to these firms, advisors are far better equipped to help clients meet their financial objectives and life goals. For anyone working in financial services, what could be more important than that?”

The 2017 Industry Award winners will be announced at an awards ceremony following the 2017 Executive Forum at The Plaza hotel in New York City on October 11, 2017.


About Finalytix

Finalytix is disrupting the wealth management industry by providing data analytics to grow it clients’ global wealth, mitigate risks, realize savings, optimize holdings and identify superior products and new investment opportunities. Finalytix solution offers transparency to clients at an unprecedented level and mitigates the inherent information asymmetries that exist in the traditional banking–client relationship.


Omar Rana
Phone: (415) 910-1002


About Informa, part of Informa, provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site. Informa is the international business intelligence, academic publishing, knowledge and events group. Informa serves commercial, professional and academic communities, helping them connect and learn, and creating and providing access to content and intelligence that helps people and businesses work smarter and make better decisions faster.

Informa has over 7,500 colleagues in more than 20 countries and a presence in all major geographies. It is listed on the London Stock Exchange and is a member of the FTSE 100.


William O’Conor, Managing Director
Phone: (212) 204-4270

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