FOR IMMEDIATE RELEASE
ClientWise Founder and CEO Ray Sclafani Named Finalist in the 2026 Wealth Management Industry Awards
DALLAS, TX (June 3, 2026) —
ClientWise announced today that Ray Sclafani, Founder and CEO, has been named a Finalist in the 2026 Wealth Management Industry Awards (the "Wealthies") for CEO of the Year in the Professional Services Firms category. Now in its 12th year, the Wealth Management Industry Awards spotlights the companies and leaders shaping the future of financial advice, wealthtech, investment solutions and advisor growth.
Category: CEO of the Year — Professional Services Firms
For more than two decades, Ray has challenged financial advisory leaders to think bigger about what they are building and what it will take for their firms to endure. Through his speaking, writing and industry leadership, Ray continues to explore the forces reshaping wealth management and the decisions firms must make today to capitalize on the opportunities ahead. His vision for ClientWise has built the company into a leading strategic partner for advisory firms seeking to strengthen their businesses and build enduring enterprise value.
A panel of judges made up of top names in the industry, led by Wealth Management director of editorial strategy and operations David Armstrong, selected the finalists. Winners will be announced at a gala and awards ceremony in New York City on September 10th, 2026.
"The scale and quality of this year's nominations reflect an industry that continues to evolve at an extraordinary pace," said David Armstrong, Managing Director of Editorial and Content Strategies for the Wealth Management Group at Informa. "What stood out to our judges was not just product innovation, but the growing sophistication around how firms are helping advisors operate, communicate, personalize advice and build sustainable businesses. The finalists represent a broad cross-section of organizations pushing the industry forward in meaningful ways."
About ClientWise
ClientWise is a leading financial advisory consulting firm dedicated to helping wealth management organizations build stronger, more profitable businesses. Through Business Builders Academy, advisory consulting, and strategic leadership development, ClientWise empowers financial advisors and their teams to achieve sustainable growth and create lasting enterprise value.
About the Wealth Management Industry Awards
The Wealth Management Industry Awards recognize outstanding organizations and individuals supporting financial advisor success through innovation, leadership and service. Produced by the Wealth Management Group at Informa, the program honors achievement across technology, asset management, practice management, client service, marketing, leadership and advisor support.
About Wealth Management
Wealth Management, an Informa business, provides financial professionals with trusted news, research, events, and insights to help them build stronger relationships, improve their practices, and grow their businesses. Through digital media, live events, and industry research, Wealth Management connects the wealth ecosystem at every level.
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