FAIRFIELD, Conn., – Foundation Source, the leading provider of philanthropic software and solutions, has been selected as a winner in the ‘Thought Leadership (non-consultancy)’ category at The WealthBriefing WealthTech Americas Awards 2026. This recognition underscores Foundation Source’s extensive suite of technical and educational resources designed to streamline charitable giving activities for advisors.
Through its research, educational programming, and expert insights into the evolving philanthropic landscape, Foundation Source has established itself as a trusted thought leader for wealth advisors navigating charitable planning across private foundations, donor-advised funds, and planned giving programs. By delivering practical tools, industry data, and best practices, the firm empowers advisors to integrate philanthropy more effectively into holistic wealth strategies and deepen engagement with clients seeking to make a meaningful impact.
“We’re honored to again be recognized alongside the most prestigious and innovative WealthTech companies servicing the wealth management sector,” Joseph Mrak III, CEO of Foundation Source said. “As Foundation Source continues to grow, we remain focused on delivering the insights, technology, and guidance advisors need to help their clients give more strategically and create lasting philanthropic impact.”
The annual WealthBriefing WealthTech Americas Awards program recognizes the most innovative and exceptional firms, teams and individuals. The awards have been designed to showcase outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.
“This year, we have seen a marked increase in entrants and interest in all our global awards programs, and the WealthBriefing Wealth for Good Awards is no exception. These awards give organizations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognized internally and externally, and to celebrate in style with their peers,” said Stephen Harris, ClearView Financial Media’s CEO and publisher of WealthBriefing. “I offer my congratulations and best wishes for the future to all winners and highly commended firms – they are all worthy recipients who join the prestigious list of wealth management professionals who form the global elite of WealthBriefing winners.”
A complete list of the 2026 WealthBriefing WealthTech Americas Awards winners can be found here.
About Foundation Source (foundationsource.com)
Foundation Source is the leading provider of philanthropic software and services. A pioneer in philanthropic technology, we are the partner of choice for integrated, enterprise-grade solutions spanning private foundations, donor-advised funds and planned giving programs. Our flexible suite of tools and resources include end-to-end administrative support for the most popular charitable vehicles, specialized compliance, tax, development and consulting capabilities, and deep domain expertise to help maximize impact, mitigate risk, and improve efficiency for all parts of the philanthropic ecosystem. We work with donors, nonprofits, wealth advisors and financial institutions to launch, enhance or augment charitable initiatives with turnkey, white-label and outsourced offerings that meet a wide range of philanthropic objectives quickly, professionally, and compliantly.
As of December 31, 2025, we support more than 5,600 private foundations, 20,000 DAF accounts, and 1,700 nonprofits, administer more than $55 billion in charitable assets and facilitate more than 190,000 grants and planned gifts representing more than $4 billion in charitable aid annually.
About ClearView Financial Media Ltd (“ClearView”)
ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme.
