2025 Shortlist


The shortlist for the US Services Awards 2025 has now been released. The caliber of entries was as impressive as ever - a huge congratulations to everyone who has made the list!

Administrators



Best administrator : client service - emerging managers
EFSI
Formidium
Fund Associates
Opus Fund Services
Siepe
Vistra Fund Solutions
Best administrator : client service - established managers
BNP Paribas
BNY
NAV Fund Services
U.S. Bank
Ultimus Fund Solutions
Waystone
Best administrator : overall
Apex Group
BNP Paribas
Northern Trust Hedge Fund Services
NAV Fund Services
U.S. Bank
Waystone
Best administrator : private markets
Apex Group
BNY
Bolder Group
OpEff Technologies
Siepe
Waystone
Best administrator : emerging managers
Bolder Group
EFSI
Fund Associates
OpEff Technologies
Opus Fund Services
SGGG Fund Services
Best administrator : middle-office services
Apex Group
Arcesium
BNP Paribas
Formidium
Northern Trust Hedge Fund Services
SGGG Fund Services
Best administrator : technology
Northern Trust Hedge Fund Services
OpEff Technologies
Opus Fund Services
U.S. Bank
Ultimus Fund Solutions

Advisory & audit



Best advisory firm : compliance
Adviser Compliance Consulting (ACC)
Centralis Group
PINE Advisor Solutions
Vigilant Compliance
Weaver
Best advisory firm : tax
Akram & Associates
Anchin
Citrin Cooperman
EisnerAmper
Ernst & Young LLP (EY)
KPMG LLP
Best advisory firm : overall
Anchin
Centralis Group
Citrin Cooperman
EisnerAmper
Weaver
Withum
Best advisory firm : regulation
Agile Legal
Kroll
Silver Regulatory Associates
Turnkey Trading Partners
Waystone
Best auditor
Anchin
Citrin Cooperman
Cohen & Co
EisnerAmper
Ernst & Young LLP (EY)
KPMG LLP
Best auditor : emerging managers
Akram & Associates
Citrin Cooperman
Cohen & Co
Weaver
Withum

Legal & compliance



Best law firm : private markets
Loeb Smith Attorneys
Proskauer Rose
Schulte Roth & Zabel
Sidley Austin
Best offshore governance firm
Loeb Smith Attorneys
Ogier
Waystone
Best onshore law firm : emerging managers
Akin Gump Strauss Hauer & Feld
Kleinberg, Kaplan, Wolff & Cohen
Proskauer Rose
Ruddy Gregory
Schulte Roth & Zabel
Tannenbaum Helpern Syracuse & Hirschtritt
Best onshore law firm : overall
Akin Gump Strauss Hauer & Feld
Alston & Bird Oriogun
Kleinberg, Kaplan, Wolff & Cohen
Proskauer Rose
Schulte Roth & Zabel
Best onshore law firm : client service
Agile Legal
Akin Gump Strauss Hauer & Feld
Alston & Bird Oriogun
Ruddy Gregory
Tannenbaum Helpern Syracuse & Hirschtritt

Middle office services



Best cash management or treasury service
Apex Group
Kayenta
Northern Trust Hedge Fund Services
Best order management system (OMS)
Apex Group
Broadridge Financial Solutions, Inc.
Portfolio BI
SS&C Advent
Best outsourced trading solution
Apex Group
Meraki Global Advisors
StoneX
Best portfolio management software (PMS)
Broadridge Financial Solutions, Inc.
Cardo AI
Coremont
Orchestrade
Oxane Partners
Talos

Other outsourced services



Best business banking service
Athena International Management
Calderwood
FundBank
Best custodian
FundBank
Interactive Brokers
U.S. Bank
Best digital assets provider
Haruko
Talos
Best insurance broker
Alliant
Lockton Companies
WTW
Best marketing and communications consultancy
BasisPoint Group
DLPR
Mischa Communications
Ovis Creative
Best outsourced operations/finance service
Acuity Knowledge Partners
Altaira Strategic Partners
Broadridge Financial Solutions, Inc.
PINE Advisor Solutions
Vidrio Financial
Best recruitment firm
Cardea Group
Oliver James
Phaidon International
Best valuations firm
Citrin Cooperman
Houlihan Lokey
Oxane Partners
Weaver

Prime brokerage



Best prime broker : client service
BNY Pershing
Interactive Brokers
Triad Securities
Best capital introduction service
Jones Trading
Stone Mountain Capital
StoneX
Best prime broker : overall
BNY Pershing
Goldman Sachs
Interactive Brokers
J.P. Morgan
Morgan Stanley

Technology, risk & data management



Best AI solution or tool
Broadridge Financial Solutions, Inc.
Everysk
ECI
Portfolio BI
RFA
Vidrio Financial
Best analytics tool
Lightkeeper
Interactive Brokers
Portfolio BI
Quantifi
Vidrio Financial
Best cloud hosting solution
Abacus Group
Atlas Technica
ECI
Portfolio BI
RFA
Best cyber security service
Abacus Group
Align
BW Cyber
Drawbridge
ECI
RFA
Best data management solution
Arcesium
Oxane Partners
RyanEyes Business and Technology Solutions
S&P Global
Siepe
Vidrio Financial
Best fund accounting and reporting software
OpEff Technologies
PAXUS Pacific Fund Systems
SS&C Advent
Best managed IT service provider
Abacus Group
Align
Atlas Technica
ECI
Siepe
Thrive
Best RegTech firm
AQMetrics
Confluence (Confluence Technologies)
Cappitech
Qomply
SteelEye
Best risk management technology provider
Coremont
Everysk
Drawbridge
Omega Point
Orchestrade
Best tech infrastructure provider
Abacus Group
Atlas Technica
Everysk
ECI
Portfolio BI
RFA
Most innovative technology firm : boutique
Align
DiligenceVault
Drawbridge
Ediphy
Haruko
RyanEyes Technology and Business Solutions
Watson Wheatley
Most innovative technology firm : large scale
Abacus Group
Broadridge Financial Solutions, Inc.
ECI
Liquidnet