MORRISTOWN, NJ, August 21, 2025 / Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country*, announces that it has been named an Excellence Awardee in the InvestmentNews Awards’ Most Innovative Use of WealthTech category for its, all-in-one technology platform, Greenhouse.
Developed with the advisor in mind, Greenhouse is a revolutionary solution that streamlines operations, enhances the client experience, and provides advisors with a comprehensive digital ecosystem to grow and manage their practices more efficiently. By integrating key business tools and automating critical workflows, Greenhouse allows advisors to focus more on what matters most: serving their clients.
The platform also connects advisors through a compliant online community where they can share best practices, crowdsource answers to their questions, and celebrate their peers in real time. Greenhouse has over 1,200 active advisors and staff using the platform, generating more than 100,000 page views since its inception. On a given week, the platform averages 600+ weekly users.
“This recognition by InvestmentNews is an honor and reflects our commitment to equipping advisors with a powerful digital growth platform,” said Patrick Sullivan, Head of Technology, Private Advisor Group. “We remain responsive to our community’s needs and understand that innovative, adaptive and flexible technology is the cornerstone of fueling the success of leading advisors.”
The InvestmentNews Awards celebrate firms and individuals across the financial services industry who are driving positive change, advancing innovation, and making meaningful contributions to the profession.
Private Advisor Group was awarded InvestmentNews’ “Most Innovative Use of WealthTech” on June 24, 2025. The award was based on an independent review of technology innovation during the previous year, following a self-nomination submission. No fees were paid to be considered for the award nor promotion of the award. View the full list of InvestmentNews awards finalists here.
