The "Wealthies," now in their 12th year, honor leaders and firms driving innovation in financial advice and investment solutions. A panel of industry experts, led by David Armstrong, selected Aris Investing for its approach to simplifying direct indexing—a process that allows advisors to manage portfolios with greater tax precision while maintaining alignment with client objectives.
Aris Investing Finalist in 2026 Wealth Management Industry Awards
Deerfield-based Aris Investing has secured a finalist spot in the 2026 Wealth Management Industry Awards, earning recognition in the direct indexing category. The firm’s proprietary DI Assist program was selected for its role in streamlining complex portfolio customization and tax-efficiency strategies for financial advisors.
Chetan Desai, founder and CEO of Aris Investing, noted that the firm has expanded its platform to address rising demand for personalization, incorporating long-short strategies, model portfolios, and unified managed accounts alongside its core indexing tools. The winners of the competition will be announced at a gala in New York City on September 10.
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