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 third year of our WealthBriefing WealthTech Americas Awards 2024 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.
For those new to the awards, the categories are focused around three main client-experience focused areas:
Experts (individuals and teams)
This awards program is open for entries for all firms that have operations in one or more of the following geographies:
A full list of the categories and entry form is available here.
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.
For further information on sponsorship opportunities please contact firstname.lastname@example.org
For more information about the awards and submission process please contact email@example.com
Key dates for your diary
Nominations open: NOW
Submissions close: 20 October 2023
Notification of winners’ success: From November 2023
Public winner announcement: 22 February 2024
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.
Chief Marketing Officer
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.
Chief Operating Officer
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.
Founder and CEO
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, […]
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, performance and implementation, among many other areas for clients. Through F2’s Outsourced CTO (OCTO) model and strategy consulting services, Doug is passionate about helping firms of all sizes deliver exceptional client and advisor experiences. Doug is also an accomplished industry thought leader, speaker and judge at InIVest, American Banker, Financial Times, WM.com, RIAIntel, InvestmentNews, Family Wealth Report, WealthStack, and Financial Planning. He is also a winner of the 2021 ThinkAdvisor Thought Leader Luminary award.
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.
Baciu Family Capital
Ron Macleod is the Managing Partner of Baciu Family Capital. Baciu Family Capital is a private family investment office located in Santa Barbara, California. Macleod has succeeded in converting a […]
Chief Operating Officer
Socius Family Office
Kaylyn Melia is the Chief Operating Officer and Chief Compliance Officer at Socius Family Office. As COO, Kaylyn manages the firm’s operational functions, client experience, and vendor relationships. In her […]
Kaylyn Melia is the Chief Operating Officer and Chief Compliance Officer at Socius Family Office. As COO, Kaylyn manages the firm’s operational functions, client experience, and vendor relationships. In her role, Kaylyn is responsible for various processes, including technology integrations, client reporting, bookkeeping, treasury services and bill pay. Kaylyn also manages the firm’s Client Service Team while collaborating with Socius’s advisors to onboard and service the firm’s clients. Kaylyn joined Socius Family Office in April of 2017. Prior to her current role, she spent 8 years working for Pershing LLC and its affiliates. Most recently, she oversaw 50 registered investment advisory relationships as an Account Manager for Pershing Advisor Solutions. Kaylyn graduated Magna Cum Laude from Stetson University with a Bachelor of Business Administration in International Business, and Summa Cum Laude from Liberty University with a Master of Business Administration. She is also a CFP® professional.
CTO and Owner
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.
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.
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, […]
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, Gary leads the national Multi-Family Office practice delivering customized advice and services through its Seattle, Cleveland and NYC offices employing investment management, philanthropic, trust and estate planning, and banking solutions to ensure successful outcomes across generations.
Prior to his current role, Gary served as the Key Private Bank Senior Executive for KeyCorp’s East Ohio district, leading all wealth management activities for the Cleveland, Akron, Canton, Youngstown, and Columbus markets. He also served as National Director of Strategy and Sales for Key Private Bank, where he was responsible for development of the overall strategic direction of the business including sales.
Before returning to Key in July of 2009, Gary served as Executive Vice President of Sales and Strategy for the Private Client Group at National City Bank and, in an earlier role, as the Chief Financial Officer for National City’s Private Client Group and Allegiant Group. Gary began his career in 1995 when he joined Ernst & Young’s consulting practice. After leaving E&Y, Gary held several senior banking positions with both JP Morgan and Keybank. He also launched a management consulting practice providing services to the banking industry. Prior to his banking career, Gary served as a naval submarine officer for six years.
Gary graduated magna cum laude with a Bachelor of Science in Electrical Engineering from the University of Akron and summa cum laude with a Master of Business Administration from the University of Texas. Gary serves on several boards including Chair of the HR Committee and Trustee for the Cleveland Institute of Music, Chair of the Finance Committee and Trustee at the Holden Forests & Gardens, and Chair of the Cleveland United Way Humanitarian committee.
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 […]
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 Optimization Engine”. He joined Franklin Templeton in 2012 and was earlier the Director for Analytics & Strategy for the Americas region. He has also worked for several years with IBM and Deloitte Consulting in global consulting roles. He is a visiting faculty at a renowned university where he teaches a full credit course on Fintech. He is also the co-author of a research paper that won the Harry Markowitz Award in 2018.
Gregory F. Roll
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 […]
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 of the ultra-high-net-worth family, their ever-expanding needs and the ever-changing investment environment demand this. He, his partner and their firm are dedicated to creating and evolving the strategies, tactics, and implementations of those who seek to achieve a business imperative: deliberate and sustained growth. Across a career spanning more than two decades exclusively serving the financial services industry, Gregory remains an optimistic agent of change, evangelist of “Show, don’t tell” and believer in magic.
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.
LP Sales Director
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 […]
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 and foundations, family offices, funds of funds, private equity firms, M&A teams, venture capital groups, hedge funds, fund administrators, prime brokerages, and insurance firms. Previously, he was a senior consultant at The Collaborative. Mike has deep experience in investment technology, having had many sales, marketing and leadership roles at SS&C, Thomson Financial/ThomsonReuters, FundCount and Chase. Mike earned his BA from the University of Delaware, an MBA in finance from the University of Houston and an executive degree from the Columbia University Graduate Business School. He is a CFA (Chartered Financial Analyst) charter holder and a member of the CFA Institute and the CFA Boston.
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 […]
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 optimization tools; data capture, storage and analytics; and robotic process automation and AI. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust. An authority on digital advice delivery, William has been widely quoted in publications such as Bloomberg, CNBC, Financial Times, New York Times, and The Wall Street Journal. He is also a frequent speaker at industry conferences and client gatherings. Currently, William is director of wealth management at Javelin Strategy & Research. Prior to Javelin, William led the wealth management practice at Celent, the research and advisory arm of Oliver Wyman. Previously, he was head of product and segment development for affluent and high net worth customers within BBVA USA, as well as a member of the BBVA Group’s global Private Banking management team. William holds an AB from Harvard College.
Private, Family Office Leader
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.
1. Register here for the WealthBriefing WealthTech America Awards 2024.
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 Sophie.firstname.lastname@example.org (submission deadline is 20th October 2023).
5. Winners and commended firms and individuals will be notified from November 2023 and will be offered marketing packages before the public announcement on 22nd February 2024.
6. Winners will be announced on 22nd February 2024 in 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 Awards and Events Director: email@example.com
GENERAL WEALTHTECH CATEGORIES (US)
Artificial Intelligence (AI) Application
Plumb Bill Pay
Private Wealth Systems
Client Lifecycle Management
Data, Information or Business Intelligence Provider
Data Management and Analysis
SS&C Black Diamond
Data Protection Solution
Digital Offering or Tools
Bank of America Merrill Lynch
Investment Platform or Tools
Overall US Wealthtech Provider
Broadridge Financial Solutions
Payment Reconciliation Services
Plumb Bill Pay
Portfolio and Wealth Management
Charles River Development
Robo Product or Platform
REGTECH & COMPLIANCE CATEGORIES (US)
Innovative Compliance/RegTech Product
WEALTHTECH CONSULTANCY & TRAINING CATEGORIES (US)
Halcyon Financial Technology, L.P.
Atténuer Risk, LLC
William J. Roberts – Day Pitney LLP
The Collaborative for Investment Education, Inc.
INDIVIDUAL & LEADERSHIP WEALTHTECH CATEGORIES (US)
Chief Technology Officer (CTO)
Arlene Pons – MyVest
Innovator of the year
Glenn Elliot – Practifi
Danielle Valkner – PwC
Eric Clarke – Orion Advisor Solutions
Regional Management Team/CEO
Mykolas Rambus -Hush
Thought Leadership (Non Consultancy)
Helen Yang – Andes Wealth Technologies
Women in WealthTech
Helen Yang – Andes Wealth Technologies
GENERAL WEALTHTECH CATEGORIES (CANADA)
Overall Canadian WealthTech Provider
Innovative Client Solution
INDIVIDUAL & LEADERSHIP WEALTHTECH CATEGORIES (CANADA)
John Bromley – Charitable Impact
GENERAL WEALTHTECH CATEGORIES (LATIN AMERICA)
Family Office Solution
Innovative Client Solution
Overall Latin America WealthTech Provider
GENERAL WEALTHTECH CATEGORIES (MEXICO)
Overall WealthTech Provider
Innovative WealthTech Solution
Family Office Solution
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 either firstname.lastname@example.org or email@example.com