PeachCap is pleased to have been chosen as a finalist for WealthManagement.com’s annual awards highlighting innovation and achievement in the financial services industry.
Specifically, PeachCap was recognized in the category of Thought Leadership in the Broker/Dealers with Fewer Than 1,000 Advisors. The criteria for this category includes:
- initiatives that move the industry forward
- innovation, creativity and results-oriented programs and solutions
“As a firm that believes in challenging the norm and finding new ways to better serve clients and advisors, we are delighted to be recognized for our efforts,” says David Miller, PeachCap founder and CEO.
The awards will be given at a ceremony at New York’s Plaza Hotel in October.