RED BANK, NJ–(BUSINESS WIRE)–WBI, a New Jersey-based investment management firm that provides wealth management and investment technology solutions, announces the recognition of CEO Don Schreiber, Jr. by the Financial Technology Report. Schreiber was ranked 11e in the Top 25 Fintech Leaders in NJ for 2022 on August 10, 2022.
“This year’s winners…are revolutionizing an already revolutionary industry, advancing technology not only to benefit their businesses, but to provide their clients with the best possible products and services in the fintech space,” said Financial Technology. Postponement.
Don Schreiber, Jr. has led WBI since the company’s inception in 1984. Mr. Schreiber is also the visionary director of WBI’s affiliate software development company, CyborgTech, LLC. The company recently launched Cy, an enterprise-grade robo-advisory platform that combines digital and human financial advice. Cy is an all-in-one investor-centric platform that is easy to access anywhere. It offers comprehensive client profiling and benchmarking, personalized portfolio optimization and end-to-end service.
Cy won the 2021 and 2022 FinTech Breakthrough Award for Best Robotic Advisory Platform and was selected as a 2022 Finovate Awards Finalist for Best Wealth Management Solution. The Finovate Awards recognize companies that drive FinTech innovation forward and individuals who bring new ideas to life. The Finovate Awards 2022 honor 23 companies as winners in various categories including Payments, FinTech, Digital Banking, Wealth Management and Digital Mortgage.
“This nomination is a powerful representation of the innovation and momentum of the Cy platform, and we are extremely proud to receive this recognition,” said CEO Don Schreiber, Jr.
Finovate’s “Best Wealth Management Solution” award goes to a wealth management company, bank or financial institution with a great new solution to give consumers more control over their future wealth and help them achieve their goals. long-term financial goals.
“Our goal is to build portfolios with less bear market loss participation and higher return sets than conventional approaches. With Cy, clients get a personalized portfolio based on their personal success criteria, while advisors can deliver a differentiated value proposition,” said Matt Schreiber, CEO of CyborgTech and Co-CEO of WBI. “By combining advanced portfolio optimization technology with the advisor’s human guidance, we are changing the way people invest. Cy’s interface is intuitive, whatever your “FinTech” know-how, which makes it a major player in the digital wealth management revolution. »
Financial advisors can access a free trial of Cy at investwithcy.com.
About WBI Investments
Founded in 1984, WBI is a pioneer in technology-driven, purpose-driven wealth management solutions. The company is a pioneer in active separately managed account strategies with cash hedging and ETF strategies. WBI is a leader in providing client solutions tailored to their personal loss and return benchmarks. WBI is registered with the Securities and Exchange Commission (SEC). The registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. WBI transacts business only in states in which it is duly registered or is excluded or exempt from registration. Additional information about WBI’s advisory operations, services and fees can be found in Form ADV, which is available on request or on the SEC’s website at www.adviserinfo.sec.gov. For more information, visit wbiinvestments.com.
About Cy
Built by technology company CyborgTech, the software subsidiary of WBI, Cy is a revolutionary robotic advisory platform that combines human advice with portfolios optimized for losses and returns. The platform also offers simplified client profiling, benchmarking of losses and returns, personalized investment proposals, electronic account opening, invoicing and back-office support. The enterprise-grade platform can be white-labeled for brokers, RIAs, asset managers, and other institutions. For more information, visit investwithcy.com.
About Finovate
The Finovate Group is a research and events company focused on innovation in financial and banking technologies. His team runs the Finovate lecture series and writes the popular Finovate blog. Finovate is the only conference series focused exclusively on showcasing the best and most innovative new financial and banking technologies. Finovate conferences regularly attract a large, high-impact audience of senior finance and banking executives, venture capitalists, press, industry analysts, bloggers, regulators and entrepreneurs . Finovate’s annual events include FinovateFall (New York), FinovateSpring (San Francisco) and FinovateEurope (Berlin), as well as regional events in Singapore and Dubai.
About FinTech Breakthrough
Part of Tech Breakthrough, a leading platform for market intelligence and recognition of technology innovation and leadership worldwide, the FinTech Breakthrough Awards program is dedicated to recognizing business and product excellence. financial technologies and services. The FinTech Breakthrough Awards publicly recognize the achievements of FinTech companies and products in categories including Payments, Personal Finance, Wealth Management, Fraud Protection, Banking, Lending, RegTech, InsurTech and Moreover. For more information, visit FinTechBreakthrough.com.
Disclosures
This is not an offer to buy or sell securities. There is always a possibility of loss, including the loss of the initial investment. Cy is a proprietary wealth management platform developed by WBI Investments, Inc. (“WBI”) in conjunction with CyborgTech, LLC. It should not be assumed that the future results of any specific investment strategy analyzed by Cy will be profitable or suitable for all investors. Additionally, the analysis provided by the Cy optimization analysis platform may vary with usage and time. Any investment involves risk, including loss of capital. Although WBI seeks to manage and monitor risk, there is no way to remove risk. There is no guarantee that the objectives will be achieved.
The reward consideration is not a guarantee of future performance. WBI did not pay a fee for the Fintech Breakthrough Awards, but submitted an entry for consideration. WBI paid a fee to apply for the Finovate Award and Financial Technology Report recognition. For more information on award categories and criteria, visit Fintech Breakthrough, Finovate, and Financial Technology Report.
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