It’s been another year of transformative growth and reaching historic milestones at Foundation Source. We want to thank our clients, partners, and the Foundation Source team for all that you have done to make 2025 one of our best years yet! As we look forward to another year of expanding our capabilities, we’d like to pause for a moment and celebrate some of the accomplishments and recognition our company has received this year.
Wealth Management Industry Awards (the “Wealthies”)
Now in its 11th year, the “Wealthies” is the only awards program of its kind celebrating the organizations and individuals who bring new innovations to market and make a real difference to the daily activities of financial advisors. Foundation Source was named the winner in the Philanthropy category for the second year in a row! Our expanding suite of solutions is emerging as a preferred way to augment wealth management practices and create meaningful impact for HNW clients.
Wealth Briefing Wealth for Good Awards 2025
Foundation Source was selected as a winner in two categories. Our CEO, Joseph Mrak III, has been honored as the CEO: Technology (Americas) winner. This prestigious recognition celebrates leaders who are driving meaningful change in the wealth management industry through innovation, vision, and impact. Foundation Source also won in the Thought Leadership (Americas) category. These awards recognize Foundation Source’s powerful combination of modern, cloud-based platforms and professional services, including specialized administrative, compliance, tax, and program guidance that enables our firm to provide comprehensive philanthropic support at scale.
2025 Private Asset Management Awards
Now in its 22nd year, the Private Asset Management Awards carry a legacy of rewarding exceptional performance in the private wealth community and bring together esteemed industry peers and leading innovators across an evening of celebration. Foundation Source was honored as the winner of Best Business Consulting Firm for Family Offices.
2025 Wealth Briefing WealthTech Americas Awards
The WealthBriefing WealthTech Americas Awards program gives prominence solely to WealthTech companies servicing the North American and Latin American family office and wealth management industry. Foundation Source was recognized as the winner in the Innovative Solution category this year.
2025 InvestmentNews Hot List
Foundation Source’s CEO Joseph Mrak earned a spot on the 2025 InvestmentNews Hot List, signaling the significant contributions he’s made over the past 12 months across the American wealth management sector. Each year, this prestigious list celebrates wealth management professionals who have risen to meet the industry’s challenges, enabling diversification and providing access to sophisticated investments.
2025 Irish America Business 100
Our National Philanthropy Executive, Gillian Howell, was named as an honoree of the 2025 Irish America Business 100 for the second year in a row! This annual celebration honors the best and brightest Irish-American and Irish-born leaders, representing some of the most innovative and influential companies and corporations in the world.
We are also proud to have been named as a finalist in multiple categories at the MMI/Barron’s Industry Awards, the Private Asset Management Awards, and the 2025 ThinkAdvisor Luminaries.
Innovating the Future of Giving
As we enter 2026, we’re committed to redefining what’s possible in giving. Our focus is on creating more enhanced solutions that empower philanthropists, their teams and nonprofits to achieve greater impact. We aim to continue to deliver integrated wealth and philanthropic strategies, strengthen relationships with financial institutions and advisors, and provide families and charitable organizations with tools that make giving seamless.
Want to learn more about the ways we support charitable giving?
We have a full range of tech-enabled charitable giving solutions to serve your unique needs. To learn more, schedule a call with us or reach us at 800-839-0054. Together, let’s #begiving.
