Proformex Named Finalist in ThinkAdvisor Luminaries Awards

CLEVELAND, September 22, 2026 /CourierPR/ -- Proformex, the world's leading platform for annuity and life insurance portfolio management, has been named a finalist in the ThinkAdvisor 2026 Luminaries Awards for Next-Gen Rising Star in Financial Advisory and Asset Management. This prestigious award recognizes outstanding contributions from both organizations and individuals in the financial services industry, and Proformex is honored to be a part of this elite group.

The ThinkAdvisor 2026 Luminaries Awards, now in its sixth year, redefine excellence in financial services by shining a spotlight on remarkable achievements and innovation. The awards program works to inspire the industry to reach greater heights of leadership, creativity, and community engagement. This year, Proformex's President and CEO, Amanda Yoho, has been named a finalist for her visionary leadership and remarkable achievements in the field of financial advisory and asset management.

Amanda Yoho's vision for Proformex has transformed how annuity and life insurance data reaches financial professionals. Rather than creating another system and adding more friction for advisors, she pushed Proformex to securely integrate intelligence directly into the CRMs, wealth management platforms, and AI tools that advisors already use. Now, for the first time ever, financial professionals can seamlessly manage annuities and life insurance alongside all other client assets.

This transformation required centralizing inconsistent carrier data at scale, building integrations and partnerships with insurance companies, fintech partners, and wealth management platforms, and getting many of the world's largest banks, broker-dealers, RIA firms, IMOs, and BGAs to adopt a new approach to managing their annuity and life businesses. Amanda's leadership and innovation have set a new standard for recognition based on remarkable achievements and innovation in the industry.

Proformex, a company that serves as a strategic partner to the businesses and professionals it supports, is the world's leading platform for annuity and life insurance portfolio management. Its information, risk management, and sales-enablement solutions centralize hard-to-get data from insurance carriers and transform it into business-ready insights teams can act on now. Proformex works with wirehouses, broker-dealers, trust departments, IMOs, and BGAs, and RIA firms to help financial professionals lower risk in their business, grow sales, and deepen client relationships.

ThinkAdvisor, the website that showcases advisors adapting and succeeding in new ways, translating the impact of industry innovation, regulation, dealmaking, and technology into digestible coverage, is the source of the awards. The website provides financial advisors, registered investment advisors, and wealth managers with comprehensive coverage of the products, services, and information they need to guide their clients in making critical wealth, health, and life decisions.

The ThinkAdvisor 2026 Luminaries Awards program, which received a record number of nominations this year, continues to push the boundaries of what excellence and achievement mean in the financial services industry. This year's finalists demonstrate incredible leadership and innovation, while at the same time making a positive impact on their communities and the industry at large. Their contributions exemplify the dynamic and evolving nature of our business, and we are proud to highlight the finalists' achievements as examples for others to follow.

Proformex's achievement in the ThinkAdvisor 2026 Luminaries Awards for Next-Gen Rising Star in Financial Advisory and Asset Management is a testament to the company's commitment to excellence and innovation. Amanda Yoho's leadership and vision have set a new standard for recognition based on remarkable achievements and innovation in the industry. Proformex continues to be a leader in the field of annuity and life insurance portfolio management, and this award is a reflection of the momentum the company is building.