Awards*
Game-Changing Wealth Tech
WBI is a wealth management technology firm that uses proprietary technology to deliver personalized solutions to clients since its founding in 1984. Recognizing that investors are averse to bear market losses, the firm has developed technology-driven investment strategies that optimize outcomes and aim to deliver consistent success in both good and bad market periods.
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What people are saying about Cy...
“Cy’s financial planning concepts and its distinguishing innovations to portfolio optimization and construction represent a true breakthrough in today’s advisory marketplace.”
James Johnson, Managing Director, Tech Breakthrough
*Please note that consideration for these awards is not a guarantee of future performance. WBI Investments LLC and CyborgTech LLC submitted applications to each organization for review. Application fees were paid for the US Fintech Awards and Finvoate. WBI Investments LLC and CyborgTech LLC did not directly or indirectly compensate WealthManagement.com Industry Awards or Fintech Breakthrough Awards for any rankings and/or awards. The awards programs are conducted on an annual basis. The companies received the Fintech Breakthrough Award in March 2021, March 2022, and March 2023. The companies were Finalists for the WealthManagment.com Industry Awards in June 2020 and June 2021, US FinTech Awards in April 2021 and August 2023, and Finovate in June 2022. For more information on the award categories and criteria, visit Finovate, FinTech Breakthrough, US FinTech Awards, or WealthManagement.com.
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