Overview
Introduction
WealthBriefing is excited to announce the launch of its 2025 WealthTech Americas Awards programme.
WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the family office and wealth management sector for almost 20 years. Over this period we have successfully run global awards programmes celebrating the achievements of the wealth management, private client and niche family office sectors.
There is a real demand for the technology partners servicing the wealth management industry to be publicly celebrated and rewarded for their achievement. For the past ten years we have included award categories for technology companies supporting the family office sector in the awards programme organized by WealthBriefing‘s sister publication – Family Wealth Report – covering the North American family office space.
Forming part of the overall WealthBriefing Global WealthTech awards program, we are now in the fourth year of our WealthBriefing WealthTech Americas Awards 2025 program which gives prominence solely to WealthTech companies servicing the North American and Latin American family office and wealth management industry.
Winning an Award
Winning a WealthBriefing Award sets organisations and individuals apart from their peers. The award is a tangible demonstration that the winners have something special to offer, rewarding achievement and showcasing top class performance and innovation.
If your firm is successful there is a wide range of ways in which this achievement can be promoted, ranging from logos, editorial and website entries, social media postings, professional videos and entry into the Annual Winners Acclaim magazine.
Categories
For those new to the awards, the categories are focused around three main client-experience focused areas:
Experts (individuals and teams)
Products
Services
Geographies
This awards program is open for entries for all firms that have operations in one or more of the following geographies:
Canada
United States
Latin America
Mexico
A full list of the categories and entry form is available here.
Judging Process
The judging process will be guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector.
Supported by the long-running and well regarded publications WealthBriefing and Family Wealth Report, winning a WealthTech Americas Award sets organisations and individuals apart from their peers and is a tangible demonstration that they have something special to offer, rewarding achievement and showcasing top class performance and innovation.
Sponsorship Opportunities
For further information on sponsorship opportunities please contact rachel.fokes@clearviewpublishing.com
Further Information
For more information about the awards and submission process please contact siiri.piiroinen@clearviewpublishing.com
Key Dates
Nominations Open – 26 June 2024
Submission Deadline – 18 October 2024 (Midnight)
Winners Notified of Their Success – From December 2024
Public Announcement – 20 February 2025
Judges
The judging process will be guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector. All judges have signed a Non-Disclosure Agreement and all conflicts of interest will be avoided at all times.
More judges will be announced in due course.
Advisory Panel
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Patti Boyle
Chief Marketing Officer
Dstillery
Leading results-driven strategic planning for growth-focused organizations, Patti operates two distinct yet compatible consultancies. As Founder and President of Boyle Consulting Group, she applies her expertise in developing brand positioning, […]
Leading results-driven strategic planning for growth-focused organizations, Patti operates two distinct yet compatible consultancies. As Founder and President of Boyle Consulting Group, she applies her expertise in developing brand positioning, mission/vision/values and digital marketing to private equity-owned businesses, including those in WealthTech and FinTech. Following an early career in global marketing agencies, such as JWT and FCB, Patti led SEI Investments’ UK-based Marketing Team for Private Banking. Patti is also CEO of an early-stage venture, Sapience Leadership, affiliated with The University of Pennsylvania. In this role, Patti works with a team of inspiring educational leaders in the areas of Educational Equity, Diversity & Inclusion and Executive Coaching. Applying business principles and leadership experience to Education brings a unique balance to Patti’s work and has resulted in dynamic growth for both of her client communities. She has been active with the FWR Awards, since its inception in 2013.
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Vikram Chugh
Chief Operating Officer
Robertson Stephens
Vikram Chugh oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership […]
Vikram Chugh oversees the wealth management platform at Robertson Stephens and is responsible for firm operations, advisor due-diligence and onboarding, technology, marketing and business strategy. Vikram has 20 years of leadership experience working at BlackRock, Merrill Lynch and Capital One. Most recently, Vikram led the business development effort for BlackRock’s Aladdin Wealth business in the Americas region. He was instrumental in the build out and launch of BlackRock’s Digital Wealth platform including the Aladdin Wealth capability, iRetire solution as well as the acquisition of FutureAdvisor. Vikram earned a BTech degree from Indian Institute of Technology (I.I.T.), Delhi and is a CFA® charterholder.
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Howard Geller
Principal, Strategic Consultant
Hudson Peak Group
Howard Geller is a strategic consultant working with family offices, individual investors, wealth managers, investment managers and private equity to assess, analyze and recommend solutions. He has over 20 years […]
Howard Geller is a strategic consultant working with family offices, individual investors, wealth managers, investment managers and private equity to assess, analyze and recommend solutions. He has over 20 years of diverse experience in the financial services industry with several notable financial organizations. His primary family office consulting focus has been on portfolio reporting system review and requirements development, best practices review, investment manager and outsourced service provider due diligence, and targeted project assessment and resolution. He functions as an internal consultant bridging the communication gap to solve problems, implement solutions and take advantage of opportunities.
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Tania Neild
CTO and Owner
InfoGrate
Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices. She supports all aspects of their technology from cybersecurity and data integration to vendor selection and […]
Dr. Tania Neild runs InfoGrate, an information technology consulting company that supports family offices. She supports all aspects of their technology from cybersecurity and data integration to vendor selection and performance reporting. She served as the CTO and COO of Private Client Resources, an aggregation, reconciliation and client performance reporting platform and before that she served as CTO of Envestnet, where she built a separately managed account platform recognized by Forbes in 2001 as “Best of the Web.” Co-founded by Dr. Neild, Envestnet went public in the fall of 2010.
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Jonathan North
Head of Products
4Pines Fund Services
Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at […]
Jonathan North, Head of Products for 4Pines Fund Services, has spent the past 20 years working with technology firms and family offices. Jon began his work with family offices at Financial Navigator where he learned about the market and software. He joined FundCount as one of the initial employees. He helped FundCount emerge as a software competitor in the US market while helping to expand it from a hedge fund product into a family office offering. More recently, Jon led the sales and marketing efforts for the Private Client business at SS&C and took over as Head of Private Clients North America for Alter Domus. With his current venture away from family office market it was a perfect time for Jon to lend his perspective to the FWR team.
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Gregory F. Roll
Co-Founder
Touchpoint
Gregory is a passionate brand strategist who believes that in a crowded, seemingly commoditized investment and wealth management marketplace, there is great need for innovation; that the ever-increasing sophistication of […]
Gregory is a passionate brand strategist who believes that in a crowded, seemingly commoditized investment and wealth management marketplace, there is great need for innovation; that the ever-increasing sophistication of the ultra-high-net-worth, their ever-expanding needs, and the ever-changing investment environment demand this. He is dedicated to creating and evolving the strategies, tactics, and implementations of those who seek to achieve a business imperative: differentiation in pursuit of deliberate and sustained growth. Across a career spanning more than two decades serving those who serve the UHNW, Gregory remains an optimistic agent of change, evangelist of “Show, don’t tell” and believer in magic.
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Danielle Roseman
Managing Director
Lazard Family Office Services
Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle […]
Danielle Roseman, Managing Director and Co-Head of Lazard Family Office Services has joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.
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William Trout
Director of the Securities and Investments
Datos Insights
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform […]
William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well as private banking and trust.
Will's research and consulting work is informed by more than more than two decades of industry experience. Prior to joining Datos Insights, Will led wealth and asset management in the U.S. and the U.K. at Celent, a division of Oliver Wyman, before launching separate advisor- and investor-focused research practices at Javelin Strategy & Research. Prior to those roles, Will spent many years in product and segment management at BBVA Compass, where he helped guide the introduction of a pioneering managed-accounts platform and the expansion of banking and investments services targeting high-net-worth and institutional investors.
An authority on digital advice delivery, Will has been widely quoted in the trade press as well as in publications such as the Financial Times and The Wall Street Journal. He is also a frequent speaker at industry conferences and gatherings. In his spare time, Will is an avid runner and reader of history.
Will holds a Bachelor of Arts from Harvard College.
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Danielle Valkner
Partner, US Family Office Leader
PwC
Danielle is an advisory partner leading our family office practice in the U.S. She advises clients on the unique needs of family offices and private wealth owners in the areas […]
Danielle is an advisory partner leading our family office practice in the U.S. She advises clients on the unique needs of family offices and private wealth owners in the areas of technology automation and innovation, finance effectiveness and reporting, process improvement, operating model transformation, risk management, and vendor selection and implementation.
Prior to joining PwC Danielle worked for two large global asset managers, gaining extensive industry experience in Chief Financial and Chief Administrative Officer roles. She also spent over 10 years as an auditor in the financial services sector.
Danielle graduated summa cum laude from Augustana College. She is a licensed CPA and an Elijah Watt Sells award recipient.
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Bill Wyman
President, Family Office Services
Summitas
Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the […]
Bill joined Summitas in 2010 and has over 40 years of experience working with single- and multi-family offices and registered investment advisors (SFOs, MFOs, and RIAs). Today, Summitas is the award-winning reference platform for communication privacy and data security in the family office and wealth advisory space.
Previously, he was a Senior Director with BNY Mellon Family Office and Managing Director with Rockefeller & Co. Earlier, he was Managing Director at Deutsche Bank, and a Vice President with J.P. Morgan in Geneva, Switzerland.
Bill is a regular at industry conferences where he speaks about software trends, technology risks, and family office operations. He earned his BA from the University of Notre Dame and MBA, summa cum laude, from Fordham University.
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Helen Yang
Founder and CEO
Andes Wealth Technologies
Helen Yang, CFA, is the founder and CEO of Andes Wealth Technologies, the first company to combine behavioral finance with risk visualization to help financial advisors deliver differentiation and truly […]
Helen Yang, CFA, is the founder and CEO of Andes Wealth Technologies, the first company to combine behavioral finance with risk visualization to help financial advisors deliver differentiation and truly personalized services.
A winner of the prestigious Harry Markowitz Award in 2011, Helen Yang has 25 years of experience in FinTech and holds an MBA from Massachusetts Institute of Technology. Prior to founding Andes Wealth Technologies, she held leadership positions at Thomson Reuters and Charles River Development, a State Street company.
Helen volunteers extensively, currently serving on the board of Lexington Lions Club and Asian Americans for Equal Rights.
Categories
1. Register here for the WealthBriefing WealthTech Americas Awards 2025.
2. Fill out your details and select the categories you would like to enter.
3. Once you submit the form, you will receive a confirmation with a downloadable nomination form
- Fill in the name of your firm or individual (as they would like to appear in all communications in reference to the Awards programme)
- Answer the the questions on the form (not exceeding the total word count of 1000)
- Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)
4. Send the nomination form(s) to Becky.newman@clearviewpublishing.com or Jenna.maybery@clearviewpublishing.com (submission deadline is October 18 2024 (Midnight).
5. Winners and commended firms and individuals will be notified from December 2024 and offered marketing packages ahead of the public announcement on the 20 February 2025.
6. Winners will be announced on February 20 2025 in the WealthBriefing editorial, website and social media channels. Whilst the judging process is completely independent of the commercial arrangements between the participants and the organisers it is expected that winners have a financial obligation to work with the organisers to promote their award(s) and this obligation is separate to attendance at an awards ceremony if one is held.
For any questions, please contact the Event Manager: siiri.piiroinen@clearviewpublishing.com
About our Sponsors
Category Sponsors
ProFundCom helps financial institutions raise and preserve AuM using digital marketing analytics. ProFundCom has been built using expertise and best practice from within the financial services industry. Our marketing analytics focus solely on the asset/investment management space and offer an integrated solution across all digital properties. We understand email/web traffic patterns of investment management clients and how you can leverage these behaviours.
smartKYC’s AI software is used by banks to automate customer due diligence whether for remediation, onboarding, refresh or continuous monitoring; our technology drives faster, better, and more cost- effective KYC at every stage of the relationship – liberating human effort to focus on decision-making rather than laborious screening and research. smartKYC integrates all relevant KYC sources - external watchlists, media archives, open web search, private company data, internal blacklists and, like a human, it reads everything and extracts useful intelligence in the form of facts. smartKYC presents facts about risks like adverse media, but also provides insights into information like source of wealth, network risk and even ESG misdemeanours. Sophisticated hit scoring maximises relevance and minimises false positives. All of this is done at speed and at scale and, as such, straight through processing opportunities become obvious. In refresh or continuous monitoring mode, smartKYC watches only for net new risks as they emerge and never repeats what is already known.
Previous Winners
US – GENERAL WEALTHTECH
Artificial Intelligence (AI) Application
Canoe Intelligence
Bill Pay
AgilLink
Client Accounting
Plumb Bill Pay
Client Communication Solution or Tool
Bento Engine
Client/Consolidated Reporting
SS&C Black Diamond Wealth Platform
Client Marketing and Prospecting
AdvisorStream
CRM Provider
Practifi
Cyber and Network Security
SEI
Data Aggregation
BridgeFT
Data, Information or Business Intelligence Provider
FactSet
Data Management and Analysis
Addepar
Family Office Solution
Asset Vantage
Financial Planning
Vanilla
Fund Administration
FundCount
Innovative Solution
Vestmark
Newcomer/Start-Up
Nines
Onboarding Product
Docupace
Outsourcing and Business Process Management
PwC
Payment Reconciliation Services
Plumb Bill Pay
Portfolio and Wealth Management
Charles River Development
Suitability
NICE Actimize
Transaction Processing
SUBSCRIBE
US – REGTECH & COMPLIANCE
Innovative Compliance/RegTech Product
InvestorCOM Inc.
US – WEALTHTECH CONSULTANCY & TRAINING
Consultancy
The Oasis Group
Outsourcing/Partnership
Atténuer Risk, LLC
Training Solution
The Collaborative
US – INDIVIDUAL & LEADERSHIP WEALTHTECH
Innovator of the Year
Franklin Templeton – Deep Srivastav
Marketing Team/PR
Mischa Communications
Thought Leadership (Non-Consultancy)
Asset-Map
Leading Individual (US)
Absolute Engagement – Julie Littlechild
Lifetime Achievement (US)
William Wyman – Summitas
CANADA – GENERAL WEALTHTECH
Fund Administration
FundCount
Innovative Client Solution
Croesus
Overall Canadian WealthTech Provider
Broadridge Financial Solutions
CANADA – REGTECH
Innovative Compliance/RegTech Product
InvestorCOM Inc.
LATIN AMERICA – GENERAL WEALTHTECH
Family Office Solution
FundCount
MEXICO – GENERAL WEALTHTECH
Family Office Solution
FundCount
Frequently Asked Questions
Q) Does the entering firm or individual need to be a subscriber to WealthBriefing?
A) No, this program is open to all firms and individuals active in wealth management or the family office sectors.
Q) Can my firm enter more than one category?
A)Yes, we encourage firms to enter as many awards that are applicable to their business.
Q) Do I need to use the submission form provided?
A) Yes, submissions shall only be accepted when using this document.
Q) Is there any upfront cost to enter?
A) No, there is no upfront cost to enter, but you will be offered the chance to purchase a winner’s marketing package should you be successful. The judging process is completely independent of the commercial arrangements between the participants and the organisers. However it is expected that when the results are made public, winners will engage with the organisers to promote their win and also attend the awards ceremony to accept their trophy.
Q) Is the process open to firms that are not currently active within the USA, Canada, Latin America or Mexico regions?
A) The judges will only consider submissions from firms that are demonstrably active in the region. Please see here an overview of our global awards programmes.
Q) How do you ensure that the judging process is independent and impartial?
A) The Judges are independent of the award organisers ensuring they are divided into separate panels to avoid conflicts of interest.
Q) Can you assure me that any details that I submit will be treated with confidentiality.
A) We only share submissions with the panel responsible for judging those particular categories. Furthermore, our experienced team ensures that there is no conflict of interest before they share an entrant’s submission with anyone. All our judges have signed a Non-Disclosure Agreement.
Q) My submission is likely to be longer than the 1,000-word max limit. Would this disadvantage me?
A) We have set the limit out of respect to the judges and we are keen to maintain this to ensure that there is a level playing field between competing submissions. Judges reserve the right to refuse to review submissions that do not comply. We also encourage against attachments to the submissions.
Q) Do I need to submit a separate submission for each category?
A) You will need to do a new form for each submission and you should also ensure that this specifically relates to the category for which you are entering. If you are using the same answers for multiple submissions this could result in your entry being marked down by the judging panel.
Q) Where is the winner’s announcement shared?
A) The winners are announced publicly the day after the official awards celebration and this is via our editorial and social media platforms.
Q) Can I speak to anyone on the team about my entry?
A) Yes, our experienced team is always available to assist you with preparation of your submission/s and any aspects of the process from start to finish. For any questions please contact siiri.piiroinen@clearviewpublishing.com