Finalytix Named Finalist in Two 2019 Industry Awards Categories


Judges recognize 166 organizations for their outstanding support of financial advisor success from among more than 650 nominations

Winners to be announced during awards ceremony at the Ziegfeld Ballroom in New York City on September 12, 2019

REDWOOD CITY, CA (June 1, 2019) —, the leading resource for wealth advisors and planners, has announced the finalists for its 2019 Industry Awards, the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. View list of finalists.

Finalytix, Inc., a silicon valley financial analytics start-up, has been named a finalist in two 2019 Industry Awards categories: Industry Disruptors; and Innovation New Application/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.”

“The Industry Awards program recognizes firms that are bringing new innovations to market that make a real difference to the daily activities of financial advisors,” said David Armstrong, editor-in-chief. “As the landscape for advisors continues to evolve and expand, every area of wealth management is being disrupted by technology. This year we included several new fintech categories that are playing a bigger role in how advisors work with clients and protect their information. The executives making the decisions on investing their firm’s resources in developing new initiatives—as well as communicating their benefits—deserve acknowledgement in their efforts, too, so we expanded our individual executive award categories in 2019 to include CMO of the Year and CTO of the Year.”

A panel of independent judges made up of top names in the industry will determine the 2019 Industry Award winners, who will be announced at a black-tie gala event on September 12, 2019 at the Ziegfeld Ballroom in New York City.


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, an Informa business, 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.

About Informa 
Informa PLC is a leading, international business to business information services Group, operating in over 30 countries. We create transaction-led exhibitions and content-based events, specialist data, intelligence and marketing services products, as well as scholarly research and specialist reference-led academic content. Our products and services help businesses and professionals connect, learn, do business and gain an edge over the competition. Informa is listed on the London Stock Exchange and is a member of the FTSE 100.

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