Overview

Ranked as top wealth management trend on Twitter, the fast-moving and on-trend world of WealthTech, where the key focus is the wealth manager’s client experience, is full of innovation.

WealthBriefing – the global subscriber-based newswire – has been exclusively reporting on the wealth management sector for almost 20 years. Over this period we have successfully run a global awards programme celebrating the achievement 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 eight years we have included award categories for technology companies supporting the family office sector in the awards programme organised 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 launching a separate awards programme giving prominence solely to WealthTech companies servicing the North American and Latin American wealth management industry.

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

Canada
United States
Latin America

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 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 an WealthTechAmericas 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.

 

For further information on categories and sponsorship opportunities please contact:

philip.harris@clearviewpublishing.com

For more information about the awards process please contact:

theodora.viney@clearviewpublishing.com

Key Dates

 

Key dates for your diary

Nominations open: 14 July 2021

Submissions close: 25 October 2021

Notification of winners' success: from 6 December 2021

Public winner announcement: 21 March 2022

Advisory Panel

Amanda Anderson

Chief Administrative Officer

Ascent Private Capital Management of U.S. Bank

With more than 20 years’ experience in the financial sector, Amanda manages products and services tailored to the needs of ultra-high net worth families. She has responsibility for operational support […]

April Rudin

Founder and President

The Rudin Group

The Rudin Group founder April Rudin is a widely acknowledged top marketing strategist for the financial-services and wealth-management sectors. Her firm designs bespoke marketing campaigns for leading wealth-management firms, fintechs, […]

Bill Woodson

Executive Vice President, Head of Strategic Wealth Advisory and Family Enterprise Service

SVB Private

Bill Woodson is the head of Strategic Wealth Advisory & Family Enterprise Services at Silicon Valley Bank. In this role, he oversees a team that provides integrated investment, planning, and […]

Carole Crawford

Managing Director, Americas Region

CFA Institute

Carole has more than 25 years of leadership experience in finance, investment management and business development. She’s a forward looking, trusted advisor and advocate with a strong focus on growth, […]

Douglas Fritz

Founder and CEO

F2 Strategy

Doug Fritz is the Co-Founder and CEO of F2 Strategy. Doug, a veteran CTO and sought-after wealthtech consultant, leads an all-star team of executives in technology-driven operations, digital client engagement, […]

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 a great need for innovation; that the ever-increasing sophistication […]

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 […]

Joe Calabrese

COO Wealth Management

Key Private Bank

Joe Calabrese is Chief Operating Officer at Key Wealth Management. He is responsible for overseeing the development, integrated delivery, and strategic development of a full range of financial planning, investment, […]

Jon Carroll

Managing Director, Private Client Services, Family Office Advisory

EY

Jon Carroll is an managing director in the Ernst & Young US Americas Family Office Advisory practice. His primary focus is advising family members, family business owners, trustees, and family […]

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 […]

Logan Allin

General Partner

Fin VC

Logan is the Managing General Partner and Founder of Fin VC where he is responsible for management of the firm, making investments, maintaining board responsibilities, and adding hands-on operating value […]

Mike Slemmer

LP Sales Director

Dynamo Software

Mike Slemmer is Sales Director at Dynamo Software. Dynamo powers investment decisions of clients representing $4tn+ of assets and serves over 1,000 clients including pension funds, sovereign wealth funds, endowments […]

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, […]

Stephen Harris

CEO

ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]

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 […]

Tom Burroughes

Group Editor

ClearView Financial Media

Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry […]

Tricia Haskins

VP, Digital Strategy & Platform Consulting

Fidelity Institutional

Tricia Haskins is vice president of Digital Strategy & Platform Consulting with Fidelity Institutional. With over 20 years of experience in financial services, Ms. Haskins leads the strategic team that […]

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 […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]

William Trout

Director of Wealth Management

Javelin Strategy & Research

William Trout is a thought leader on North American technology strategy and innovation in the wealth and asset management industries. He has particular expertise on platform automation; portfolio management and […]


Categories

Please find below the steps of our awards process. The list of categories is here. 1.  Register here for the Inaugural WealthTechAmericas Awards 2022 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 program).
  • Answer the the questions on the form (not exceeding the total word count of 750)
  • Examples to illustrate your submission can be included by active links to PDFs, audio and/or video files (no more than 3 relevant examples)
  • Tips for a standout submission can be found here
4. Send the nomination form(s) to theodora.viney@clearviewpublishing.com 5. Winners will be notified in the week c/ 1 November 2021 and will be offered marketing packages. 6. Winners will be announced on 14 February 2022 in WealthBriefing and Family Wealth Report editorial, website and social media channels.   For any questions, please contact theodora.viney@clearviewpublshing.com For further information on categories and sponsorship opportunities please contact: philip.harris@clearviewpublishing.com  

Registration of interest

Nominations for the WealthBriefing WealthTech Americas 2022 Program are now closed.

Register here to be notified when nominations open for the 2023 program.

Awards Winners Supplement


About our Sponsors

Technology Sponsors


Category Sponsors


Winners

USA Winners

 

GENERAL WEALTHTECH CATEGORIES (US)

 

ARTIFICIAL INTELLIGENCE (AI) APPLICATION

InvestCloud

 

BILL PAY

Bill.com

 

BLOCKCHAIN AND CRYPTOCURRENCIES

SupraFin

 

BUSINESS INFRASTRUCTURE

Canoe Intelligence

 

CLIENT ACCOUNTING

Sage Intacct

 

CLIENT COMMUNICATION SOLUTION OR TOOL

WealthObjects

 

CLIENT LIFECYCLE MANAGEMENT

The E-Valuator

 

CLIENT MARKETING AND PROSPECTING

The E-Valuator

 

CLIENT/CONSOLIDATED REPORTING

FundCount

 

CRM PROVIDER

Redtail Technology

 

CYBER AND NETWORK SECURITY

BlackCloak

 

DATA AGGREGATION

First Rate

 

DATA MANAGEMENT AND ANALYSIS

Backstop Solutions

 

DATA MANAGEMENT AND STORAGE

Seismic

 

DATA PROVIDER

Refinitiv

 

DATA, INFORMATION OR BUSINESS INTELLIGENCE PROVIDER

FactSet

 

FAMILY OFFICE SOLUTION

FIS

 

FRONT OFFICE

InvestCloud

 

FUND ADMINISTRATION (US)

SEI

 

INNOVATIVE SOLUTION

WINNER: Addepar

COMMENDED: Tiller Technologies

 

INVESTMENT PLATFORM

Vestmark

 

INVESTMENT PLATFORM OR TOOLS

iCapital

 

NEWCOMER/START-UP

WealthObjects

 

ONBOARDING PRODUCT

Asset Vantage

 

OUTSOURCING AND BUSINESS PROCESS MANAGEMENT

ETON Solutions

 

OVERALL US WEALTHTECH PROVIDER

WINNER: Black Diamond Wealth Platform

COMMENDED: InvestCloud

 

PAYMENT RECONCILIATION SERVICES

PLUMB Bill Pay

 

PORTFOLIO MANAGEMENT

Charles River Development

 

RIA PLATFORM

Practifi

 

RISK MONITORING AND MANAGEMENT

Orion Advisor

 

SUITABILITY

NICE Actimize

 

TRANSACTION PROCESSING

Burgher Haggard

 

INDIVIDUAL & LEADERSHIP WEALTHTECH CATEGORIES (US)

 

DIVERSITY

MyVest

 

INNOVATOR OF THE YEAR

Summitas

 

MARKETING/PR

The Rudin Group - April J. Rudin

 

REGIONAL MANAGEMENT TEAM/CEO

Docupace - David Knoch

 

THOUGHT LEADERSHIP (NON-CONSULTANCY)

Andes Wealth Technologies

 

WEALTHTECH EMPLOYER

MyVest

 

WOMEN IN WEALTHTECH

Backstop solutions - Kimberly Greuling

 

WEALTHTECH CONSULTANCY & TRAINING CATEGORIES (US)

 

CONSULTANCY

PwC Private

 

IMPLEMENTATION/PARTNER

SEI

 

OUTSOURCING/PARTNERSHIP

LibertyFi

 

TRAINING SOLUTION

The Collaborative 

 

CANADA Winners 

 

GENERAL WEALTHTECH CATEGORIES 

 

FAMILY OFFICE SOLUTION 

Masttro

 

INNOVATIVE CLIENT SOLUTION (CANADA)

Masttro

 

OVERALL CANADIAN WEALTHTECH PROVIDER

Masttro

 

 

REGTECH CATEGORY  

 

INNOVATIVE/COMPLIANCE/REGTECH PRODUCT 

Croesus

 

INDIVIDUAL & LEADERSHIP CATEGORY

 

LEADING INDIVIDUAL

D1g1t - Dan Rosen

 

 

LATIN AMERICA Winners

 

GENERAL WEALTHTECH CATEGORIES 

 

INNOVATIVE CLIENT SOLUTION

Asset Vantage

 

OVERALL LATAM WEALTHTECH PROVIDER

BRITech


Winners Interviews