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STP Wins Reporting, Accounting or Communication Tool – Miami for WealthSite

January 2026

STP Investment Services is proud to announce that our WealthSite platform has been named the Winner in the Reporting, Accounting or Communication Tool – Miami category at the Third Miami Family Wealth Report Awards 2026.

The awards program, hosted by ClearView Financial Media, recognizes the most innovative and exceptional firms serving the family office, family wealth, and broader private‑client ecosystem across Miami, Latin America, and the Caribbean.

This year’s winners were formally announced on January 20, 2026, at the EAST Miami Hotel during a celebratory gala bringing together industry leaders from across the region. As confirmed in the official award notification, judges highlighted the strength of STP’s submission and the unique value WealthSite delivers to clients.

WealthSite’s selection reflects the platform’s ability to unify accounting accuracy, sophisticated reporting, and operational excellence into a single, integrated ecosystem. Designed specifically for the complex needs of family offices and UHNW advisors, WealthSite empowers clients with:


– Comprehensive, audit‑ready accounting
– Dynamic, customizable reporting packages
– Multi‑entity ownership support
– Integrated data management and operations workflows
– High‑touch service backed by STP’s managed operations teams

This award builds on the strong momentum and market recognition WealthSite has earned over the past year — including recent expansion opportunities and client success stories documented across internal strategy and product materials.

The Family Wealth Report Awards continue to be one of the most respected programs in the industry, known for their independence, rigorous judging standards, and focus on innovation. Winners receive early notification so they can prepare their messaging and visibility efforts — a process STP engaged in closely following the judges’ decision.

We are honored to be recognized among top performers shaping the future of wealth management across Miami and the broader LATAM region.

Congratulations to our WealthSite team whose dedication, expertise, and commitment to client service made this achievement possible.

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