Wealthsite Shortlisted for the Family Wealth Report Awards 2026
Wealthsite, a division of STP Investment Services, is pleased to announce that it has been shortlisted for the Thirteenth Family Wealth Report Awards 2026 in the Consolidated Reporting category.
The Family Wealth Report Awards, organized by ClearView Publishing, recognize excellence, innovation, and best practice across the North American family office and wealth management industry. Now in their thirteenth year, the awards are judged by an independent panel of senior practitioners and trusted advisors drawn from banks, family offices, and the wider wealth ecosystem, ensuring a rigorous and transparent evaluation process.
Wealthsite’s shortlisting reflects the strength of its consolidated reporting platform, which delivers a clear, accurate, and holistic view of complex wealth across entities, asset classes, and jurisdictions. The solution is designed to support family offices and advisers with greater transparency, control, and confidence in reporting and decision-making.
“We are proud to be recognized by Family Wealth Report in such a competitive and respected category,” said Bernie Holtgreive, Director of Wealth Products and Solutions at STP. “This shortlisting validates our continued focus on solving real-world reporting challenges for families and their advisers through modern, intuitive technology.”
Winners will be announced at the Family Wealth Report Awards gala dinner on April 30, 2026, at the Mandarin Oriental, New York.
