Monday, Jun 14

Helios Integrated Planning Named 2021 Industry Awards Finalist

Helios Integrated Planning, an estate planning platform for Financial Advisors, has been selected as a 2021 Wealthie Award Finalist.

In September of 2019, we introduced Helios Integrated Planning, the first of its kind estate planning platform for Financial Advisors, to the wealth management industry at the first-ever Wealth/Stack conference. Since then, we have grown to work with over 2,500 innovative Financial Advisors that coordinate estate plans for the clients they serve.

Every day, more and more Financial Advisors embrace the future of comprehensive financial planning by using our technology as a core component in the services they provide their clients.

We believe that most modern estate planning scenarios are best quarterbacked by a Financial Advisor with the partnership of an estate planning technology service, and our growth has been a testament to that belief.

Since our announcement at Wealth/Stack in 2019, we have updated our technology based on feedback from Financial Advisors that work with us every day. As a result, our team has grown, our documents have expanded to cover all 50 states, and our new product roadmap is packed with additional features and workflows.

After successfully partnering with the most innovative Financial Advisors for nearly two years, we are honored to be included as a finalist in this year’s 2021 Industry Awards in the Innovation category for New Applications!

More than 900 entries were submitted to this year’s awards, and we are honored to be included as a finalist.

 “A record-shattering number of nominations was submitted this year—more than 900 entries were received from 346 companies, an increase of over 40% from previous years. Two hundred twenty-one organizations were selected as finalists in one or more of the firm or individual categories in the awards program.” –

Of course, we couldn’t have done it without the strength and support of our Financial Advisor partners. As a 100% bootstrapped company, we thank you!

If you would like to learn more about Helios Integrated Planning, book a demo here.

Team Helios

Team Helios

Helios partners with Financial Advisors to help them grow their business, save time, and add scale to their services through estate planning technology and asset management capabilities. Helios was founded in 2016 in Granite Bay, California.

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