Summitas, a leading client engagement platform for family offices, wealth advisors, and other client-facing businesses, today announced that Lori Barnett, Senior Creative Director, has been named a winner in the Marketing Individual (Americas) category at the inaugural WealthBriefing Innovation in Marketing Awards 2026.
The inaugural WealthBriefing Innovation in Marketing Awards celebrate the firms, teams, and individuals demonstrating outstanding creativity, innovation, and excellence in marketing across the global wealth management industry. The program recognizes organizations and professionals setting new standards within their specialist areas, with winners selected by an independent panel of expert judges through a rigorous and impartial process.
Commenting on Lori’s winning this award, Dan Gregerson, Chairman & CEO at Summitas, said:
“Lori has been shaping exceptional products and brands since her early years at Apple and Adobe, and we’ve had the extraordinary good fortune to have her as a founding member of Summitas. For nearly two decades, she has defined how our company looks, feels, and communicates — and continually evolved our brand as we’ve grown. Lori is one of the finest people I’ve ever worked with: immensely talented, thoughtful, creative, and uncompromising about quality. I couldn’t be more pleased to see her work recognized with this award. It is richly deserved.”
Stephen Harris, CEO of Clearview Financial Media and publisher of WealthBriefing, congratulated all of this year’s winners and highly commended firms:
“Every category winner and highly commended firm has undergone a rigorous and truly independent judging process and should be immensely proud of their achievement. The launch of the WealthBriefing Innovation in Marketing Awards reflects the growing importance of creativity, strategic thinking, and innovation within the wealth management industry. These awards give organizations and individuals the opportunity to have their work independently recognized, benchmark themselves against their peers, and celebrate outstanding achievements. They now join the wider community of WealthBriefing Award winners recognized across our global awards program.”
Summitas provides a centralized client operating platform that gathers data from multiple sources, including user-generated content, to simplify operations, improve communication, and organize, protect, and share information — all from one place. From the Digital Vault to collaboration tools, private communication, financial information integration, task management, and streamlined workflows, a branded Summitas portal delivers measurable value to family offices, wealth advisors, and other client-facing businesses.
