FINANCIAL PLANNERS & SERVICES

The Best of America Entrepreneur in Financial Services, Banking & Funding category recognises exceptional achievements by small businesses, founding teams, or individual entrepreneurs who have made notable contributions to the financial services, banking, and funding sectors since January 2023. The company’s year of inception will not be taken into consideration for this category, as only accomplishments from the beginning of 2023 are evaluated. Eligibility is limited to US-based companies.