Intention.ly Platform Wins Pinnacle Award, Set for Finovate Demo

Intention.ly

KING OF PRUSSIA, PA — Intention.ly announced that its Advisor Brand Builder platform has been named the 2026 Generative AI Platform of the Year by the Pinnacle Awards and will be featured in a live demonstration at FinovateSpring 2026, the company said.

The Pinnacle Awards recognize achievements in artificial intelligence and enterprise technology, with Intention.ly receiving the Platinum distinction in its category.

The company said its Advisor Brand Builder platform is designed for financial advisors and generates branding materials, including websites, messaging frameworks and content plans, tailored to individual firms.

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Intention.ly said the platform was developed through work with more than 100 financial services firms and is intended to replace standardized branding tools with customized outputs.

The company will present the platform at FinovateSpring, scheduled for May 5 through May 7 at the Sheraton San Diego Hotel and Marina in San Diego, where selected companies demonstrate new financial technology products to industry participants.

“Pinnacle’s recognition validates what we set out to build with ABB,” said Kelly Waltrich, chief executive officer and co-founder of Intention.ly, adding the platform is designed to support personalized branding for advisors.

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Joe Steuter, partner and chief of client strategy at Intention.ly, said the Finovate presentation will provide an opportunity to demonstrate the platform to industry decision-makers.

The company said the platform produces a range of materials, including business cards, email signatures, presentation templates, social media graphics and a 12-month content calendar aligned with each advisor’s business focus.

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