Aquilance is proud to announce that it has been selected as a finalist for the 2025 WealthManagement.com Industry Awards (“The Wealthies”) in the Outsourcing Platforms: Wealth as a Service category. This recognition highlights Aquilance’s commitment to delivering white-label bill payment and cash flow reporting solutions that help wealth management firms and their financial advisors provide a true family office experience to their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Aquilance is a finalist in the Outsourcing Platforms (Wealth as a Service) category, which recognizes firms providing scalable, outsourced solutions that enable advisors and wealth management firms to deliver sophisticated services without building costly in-house infrastructure. This category celebrates platforms that empower firms to meet rising client expectations through white-labeled, operationally efficient, and advisor-branded delivery models.
The Wealthies is “the only awards program of its kind celebrating the organizations and individuals who bring new innovations to market and make a real difference to the daily activities of financial advisors” WealthManagement.com states in its official announcement of this year’s finalists.
Winners will be announced at the 2025 WealthManagement.com Industry Awards Gala in New York City on September 4, 2025.
Why Aquilance Was Nominated
Aquilance earned its finalist spot by tackling one of the wealth management industry’s most persistent challenges: delivering the “family office experience” without the adding overhead and more complexity to the firm’s operations. As client expectations rise, more firms serving $10M+ AUM clients are looking to offer white-glove bill payment, cash flow visibility, and consolidated reporting previously reserved for $100M+ single-family offices.
Aquilance’s platform and service model solve this gap by offering:
- White-labeled, advisor-branded delivery: Advisors remain the face of the service while Aquilance handles the execution of bill payment and other financial administration tasks.
- Multi-entity bill payment workflows: Handling complex, trust and foundation payments securely with full audit trails.
- Holistic cash flow reporting: Providing advisors with consolidateddata for better planning conversations.
- Predictable pricing: Aligning with RIA business models to scale services profitably without margin surprises.
By streamlining these operationally complex tasks, Aquilance empowers wealth management firms to serve clients with family office-level complexity, without building or staffing a family office in-house.
Supporting Advisors Serving Wealthier Clients
Industry research consistently shows that $10M+ AUM clients increasingly expect more than investment management, they want proactive, holistic support for the entire complexity of their financial lives. From bill payments across multiple entities to real-time cash flow visibility, these services are no longer “nice to have” but essential differentiators in a competitive advisory landscape.
Aquilance’s nomination recognizes its role as a strategic partner to RIAs and private wealth firms making this transition. By functioning as an advisor’s back-office execution arm, Aquilance helps firms:
- Reclaim advisor and client associate capacity previously spent on administrative tasks
- Deliver a high-touch, differentiated client experience
- Deepen trust and client retention
- Move upmarket to serve more complex client households
A Milestone in Aquilance’s Mission
For Aquilance, the WealthManagement.com Industry Awards nomination marks an important milestone in its mission to help advisors deliver on the promise of true family CFO services, without the friction, cost, and complexity of building those capabilities from scratch.
“We believe the future of wealth management belongs to firms that don’t just advise, but execute. This nomination is validation of our team’s commitment to making that vision a reality for our advisor partners and their clients,” said Kevin Reed, Chief Revenue Officer at Aquilance.
Aquilance congratulates all of the finalists in this year’s WealthManagement.com Industry Awards and looks forward to joining peers and partners in New York City in September to celebrate innovation and excellence in the wealth management industry.
About the WealthManagement.com Industry Awards
Now in its 11th year, the WealthManagement.com Industry Awards, widely known as “The Wealthies”, honor outstanding organizations and individuals in the wealth management industry that support financial advisors and their clients with innovative products, programs, and services.
The 2025 Awards program features over 250 companies competing in more than 90 categories, from Technology Providers to Investment Platforms, ESG Strategies, and Client Service offerings.
About us:
Aquilance is run by a team of executives with deep financial industry expertise, as well as a dedicated employee base with 10+ years of experience on average, who are devoting their careers to the families and advisors whom we serve. The longevity of both client relationships and employee tenure underscores our dedication to client needs and commitment to their continued success. This is equally beneficial for asset managers and trusted professional advisors who rely on these services to advise clients.
Aquilance provides transparency into family finances through personal bookkeeping and securely managed bill pay using proprietary technology and best practices, multi-entity accounting across a family’s trusts, holdings, and investment entities, including complex partnerships, and may also include payroll services, assistance with insurance review, and much more.
Each client family is paired with a dedicated relationship manager and team to manage onboarding and a personalized relationship for long-term success. This team-based, tech-enabled approach ensures nothing is missed, offering clients and their professional advisors a comprehensive view of their financial matters. All of this is underpinned by a level of personalization that is deeply ingrained in the firm’s 38-year history.
