The "Wealthies," now in their 12th year, honor leaders and firms driving innovation in financial advice and investment solutions. A panel of industry experts, led by David Armstrong, selected Aris Investing for its approach to simplifying direct indexing—a process that allows advisors to manage portfolios with greater tax precision while maintaining alignment with client objectives.
Chetan Desai, founder and CEO of Aris Investing, noted that the firm has expanded its platform to address rising demand for personalization, incorporating long-short strategies, model portfolios, and unified managed accounts alongside its core indexing tools. The winners of the competition will be announced at a gala in New York City on September 10.
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