Kudos to WP 5-Star Wealth Technology Providers 2022

September 28, 2022

Luisa Velez

Luisa Velez

Director, Corporate Communications


Charitable Impact is one of the top 4 providers of Wealth Professional’s 2022 5-Star Wealth Tech Providers —out of 30 winners across different categories, for delivering valuable support to advisors and brokerages.

From KYP to cybersecurity and AI solutions, these 30 wealth tech firms are helping dealers and advisors future-proof their businesses.

Read the full article here.