Overview

Introduction

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 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 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 in the second year of our WealthBriefing WealthTech Americas Awards 2023 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 andrew.deane@clearviewpublishing.com

Further Information 

For more information about the awards and submission process please contact rachel.fokes@clearviewpublishing.com

Key Dates

Key dates for your diary

Nominations open: NOW

Submissions close: 13 October 2022

Notification of winners’ success: 23rd November 2022

Public winner announcement: 23 February 2023

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.

Advisory Panel

Anand Radhakrishnan

Head of Digital Products

Franklin Templeton Investments

Anand Radhakrishnan is the Head of Digital Products with Franklin Templeton Investments and is responsible for researching and building digital investment products offered globally including the flagship product the “Goals […]

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, […]

Gary W Poth

Executive Managing Director, Head of Family Wealth

Key Private Bank

Gary W. Poth, Executive Managing Director, is the head of Key Family Wealth serving a select group of families across the country with significant wealth and complexity. In his role, […]

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 […]

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, […]

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 […]

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 […]

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

The submission process for The Second Annual WealthBriefing WealthTech Americas Awards 2023 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

About our Sponsors

Sponsors


Previous 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


Frequently Asked Questions

Q) Do I/my firm need to be a subscriber to WealthBriefing?

A) No, this program is open to all relevant firms.

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 package should you be successful.

Q) Is the process open to firms that are not active within USA, Canada, Latin America or Mexico?

A) The judges will only consider submissions from firms that are active in these regions. 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 and the 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 collect your details and only share submissions with the judges’ team responsible for judging those particular categories. We ensure that there is no conflict of interest with the judges’ team before sharing entrants’ details. All our judges have signed a Non-Disclosure Agreement.

Q) My submission is likely to be longer than the 750-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.