Kupfer & Associates Named Finalist in the Prestigious Wealth Management Industry Awards for DealQuest Podcast

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Kupfer & Associates, LLP, a law firm in the wealth management industry is a finalist in Wealth Management's Industry Awards, affectionately known as

Kupfer & Associates, LLP, a leading law firm in the wealth management industry is thrilled to announce that it has been chosen as a finalist in Wealth Management's Industry Awards, affectionately known as "The Wealthies," in recognition of its innovative DealQuest Podcast special series, "M&A Talk with Leading RIA Aggregators and Integrators.”

WealthManagement.com will honor the firms, individuals, and organizations making an exceptional impact in supporting financial advisor success at its 9th annual Industry Awards this coming September. The winners. – chosen across 92 categories – are selected by an independent panel of judges. The awards will be presented at a black-tie gala on September 7 at the iconic Ziegfeld Ballroom in New York City.The firm's nomination comes in the wake of a highly competitive selection process, with finalists being chosen from over 1,000 entries submitted by 413 companies. Kupfer & Associates founding principal, Corey Kupfer stated: “Frankly, although we are often encouraged to do so, we don’t apply for many awards as we stay focused on serving our clients. We have been impressed by what WealthManagement.com built over these last 9 years, however, and are thrilled to have been chosen as a finalist our first time applying.

The DealQuest Podcast, hosted by Corey Kupfer, leading RIA attorney, strategist, negotiator and deal-maker provides a platform for insightful discussions and thought leadership in the realm of mergers, acquisitions, and other types of deals. The nominated special series "M&A Talk with Leading RIA Aggregators and Integrators" offered invaluable insights from the CEOs and top executives of some of the most active acquirers in the industry into the strategic aspects of M&A activity, the different models available to advisors and the state of the deal market, contributing significantly to the advancement of industry knowledge and expertise.

Kupfer & Associates extends its gratitude to WealthManagement.com for this prestigious nomination and looks forward to the upcoming awards ceremony in September. 

To view the full list of finalists, please visit HERE.


About Kupfer & Associates
Kupfer & Associates, LLP is a leading law firm assisting breakaway brokers to transition to independence, creating new independent RIA firms, supporting those firms to grow including through M&A, and working with them on succession and exit. The firm is led by Corey Kupfer, an experienced strategist, negotiator, and dealmaker with more than 35 years of professional experience. Kupfer & Associates is dedicated to assisting businesses and financial advisors in achieving their full potential through innovative strategies and solutions.

Corey Kupfer is an expert strategist, deal-maker, and business consultant with more than 35 years of professional negotiating experience as a successful entrepreneur and attorney.

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