Recognition highlights JIFFYAI’s AI-powered innovations advancing advisor productivity, client onboarding, workflow automation, and data intelligence
MILPITAS, Calif. (June 9, 2026) — JIFFYAI, a leading provider of AI-powered solutions purpose-built for wealth management firms, today announced that it has been named a Finalist in four categories of the 2026 Wealth Management Industry Awards, widely known as the ‘Wealthies.’
Selected from around 1,400 nominations submitted this year, JIFFYAI was recognized in the following ‘Technology Provider’ categories:
- Artificial Intelligence – Meeting Support for the JIFFYAI Advisor Companion, an AI-powered assistant that helps advisors prepare for, capture, and act on client conversations.
- Artificial Intelligence – Workflow Automation for the JIFFYAI Advisor Universal Desktop, which unifies book of business data, advisor workflows, client information, and actions within a single intelligent workspace.
- Client Onboarding / New Account Opening for the JIFFYAI Unified Onboarding solution, which streamlines and accelerates the onboarding experience for advisors and clients.
- Data Lakes/Warehouses for the JIFFYAI Data Warehouse & Aggregation Solution, which consolidates and harmonizes data across custodians, platforms, and enterprise systems to deliver a trusted foundation for advisor engagement and decision-making.
“We are honored to be recognized as a finalist in four categories in this award,” said Manish Pandey, Chief Marketing & GTM Officer, JIFFYAI. “These nominations are a testament to our vision of transforming wealth management through Engagement AI—bringing together data-driven insights, intelligent onboarding, advisor workstation, and AI companion into a connected experience. Our goal is simple: empower advisors to spend less time navigating systems and processes, and more time building meaningful client relationships. This recognition reinforces the value our solutions deliver to firms seeking to elevate advisor productivity, client engagement, and operational efficiency.”
Now in its 12th year, the Wealthies Awards spotlight the companies and leaders shaping the future of financial advice, wealth technology, investment solutions, and advisor growth.
“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.”
A panel of independent judges made up of top names in the industry, led by David Armstrong, selected the finalists, and will determine the winners. The awards recognize the firms and individuals bringing innovations to market that make a meaningful difference in the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 10, 2026.
About JIFFYAI
JIFFYAI helps RIAs, Broker-Dealers, Family Offices, and Banks & Trusts transform wealth management through AI-powered solutions that unify data, uplift client experiences, and unlock advisor capacity. Built on a centralized data foundation that aggregates information from custodians, CRMs, and other enterprise systems, JIFFYAI provides a single source of truth across the organization. Its solutions—including Unified Onboarding, Account Servicing, and Universal Desktop—streamline operations, improve efficiency, and enhance engagement throughout the client lifecycle. JIFFYAI’s Agentic AI capabilities further empower advisors with intelligent planning, scheduling, meeting preparation, insights, and workflow automation, enabling firms to scale personalized service, drive growth, and achieve operational excellence.
JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity.
Learn more at www.jiffy.ai
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.
Media Contact:
Manish Pandey
manish.pandey@jiffy.ai