Bluespring’s Successor Academy recognized as standout succession solution, empowering the next generation of wealth managers to grow while maintaining firm legacies
Bluespring Wealth Partners, a leading acquirer of independent RIAs and hybrid wealth management firms, today announced its recognition at the 2024 WealthManagement.com Industry Awards, known as the “Wealthies,” for its Bluespring Successor Academy.
The tenth annual Wealthies Awards program gathered top industry leaders committed to enhancing financial advisors' businesses and improving client outcomes. Specifically, Bluespring’s program was recognized within the Advisor Services category for “Succession/Ownership Transition Services,” which celebrates initiatives designed to prepare advisors for succession, enhance ownership transitions and financing options, and nurture the next generation of advisors.
With succession issues top-of-mind, Bluespring Wealth Partners offers wealth management firms the opportunity to realize their full potential and drive sustainable growth through acquisition and partnership. Specifically, the Bluespring Successor Academy is focused on supporting firms as they build for the next generation of leadership. Through the academy, successors complete team-based trainings designed to prepare firms for a smooth transition for founders, staff, and clients, while safeguarding the firm’s legacy.
The win for Bluespring comes on the heels of an announcement of a new president for the organization, Pradeep Jayaraman. Jayaraman brings a proven track record of nurturing, acquiring and growing wealth management firms, and is well-positioned to support Bluespring’s vision of elevating advisors’ businesses without sacrificing their entrepreneurial spirit, founding principles and long-term vision.
“We are proud to be recognized by WealthManagement.com as a leading organization in our industry,” said Jayaraman. “It’s our aim to be more than just a source of capital for RIAs and wealth management businesses. This recognition affirms our approach, reinforcing the importance of having a differentiated offering that helps advisors preserve, sustain and institutionalize the principles on which their firms became successful in the first place.”
Bluespring Wealth Partners was selected as a winner by a panel of qualified judges out of more than 1,000 entries received from over 400 companies. A complete list of the 2024 Industry Awards winners and finalists can be found here.
Awards and recognitions by unaffiliated rating services, companies or publications should not be construed by a client or prospective client as a guarantee that a certain level of results will be achieved if a subsidiary of Kestra Holdings is providing financial services; nor should they be construed as a current or past endorsement of any Kestra subsidiary or its representatives by any of its clients. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized recipient. No compensation was provided directly or indirectly to WealthManagement.com to be considered for these awards.
About Bluespring Wealth Partners
Through a highly customized and people-centric approach, Bluespring is dedicated to the acquisition and support of quality wealth management firms. In partnering with experienced wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor training and incentivization, consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.
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