PLYMOUTH MEETING, PA. (December 4, 2025) — Gladstone Group, a boutique investment bank serving the national wealth and investment management community, announces that it has been named a Winner in the ThinkAdvisor 2025 Luminaries Awards for Industry Disruption. Now in its fifth year, ThinkAdvisor’s Luminaries Awards redefine excellence in financial services, shining a spotlight on outstanding contributions from both organizations and individuals.
Gladstone Group was recognized for Gladstone Connect, a digital-first platform designed to make M&A advisory accessible to the thousands of smaller wealth management firms seeking strategic partnerships. Traditionally, firms under $250 million in assets have been underserved by investment banks focused on larger transactions. Gladstone Connect addresses this gap by combining technology with the firm’s decades of M&A expertise to streamline the process for both buyers and sellers in the tuck-in market.
“We’re honored to receive this recognition from ThinkAdvisor,” said Dan Kreuter, Founder and CEO of Gladstone Group. “Gladstone Connect reflects our commitment to serving the full spectrum of wealth management firms. Every firm deserves access to sophisticated M&A guidance, not just the largest ones. This platform lets us bring that expertise to advisors who’ve been left out of the conversation for too long.”
By setting a new standard for recognition based on remarkable achievements and innovation, the ThinkAdvisor 2025 Luminaries Awards program inspires the industry to reach greater heights of leadership, creativity, and community engagement. A panel of independent judges made up of distinguished industry professionals determined the 2025 winners, who were recognized during an awards event at the New York Hilton Midtown on December 4, 2025.
“The 2025 Luminaries Awards shine a spotlight on how excellence is being reimagined in financial services,” said Janet Levaux, editor-in-chief of ThinkAdvisor. “This year’s winners stand out not only for their leadership and innovation but also for their dedication to creating lasting, positive impact across both their communities and the industry. Their work illustrates the ever-evolving nature of financial services, and we are proud to spotlight their achievements as powerful examples of what’s possible.”
About Gladstone Group
Gladstone Group is a nationwide firm serving the wealth and investment management community. The firm specializes in M&A advisory, strategic consulting, valuations, and talent search, with a focus exclusively on financial services. With over 960 completed engagements spanning M&A transactions, valuations, and executive placements, Gladstone Group provides sophisticated solutions to registered investment advisors (RIAs), family offices, asset managers, financial technology companies, banks, insurance companies, and private equity firms.
The firm also operates Gladstone Connect, a digital-first platform designed to democratize M&A advisory services for smaller wealth management firms. Gladstone publishes The Gladstone Prognosticator™, the industry’s forward-looking M&A research study, and hosts an annual M&A conference in Philadelphia.
Learn more at www.gstoneinc.com and explore Gladstone Connect at www.gladstoneconnect.com.
About ThinkAdvisor
ThinkAdvisor (ThinkAdvisor.com) 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 website showcases advisors adapting and succeeding in new ways, translating the impact of industry regulation, dealmaking, and technology into digestible coverage, so advisors have more time to spend advising clients and running their businesses.