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 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.

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 rachel.fokes@clearviewpublishing.com

Key Dates

Key dates for your diary

Nominations open: NOW

Submissions close: 20 October 2023, this has now been extended until 27 October 2023

Notification of winners’ success: From November 2023

Public winner announcement:  22 February 2024

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

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, […]

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 […]

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 […]

Ronald Macleod

Managing Partner

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 […]

Kaylyn Melia

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]


Categories

The submission process for the Third Annual WealthBriefing WealthTech Americas Awards 2024 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Awards Winners Supplement


About our Sponsors

Sponsors


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


Previous Winners

GENERAL WEALTHTECH CATEGORIES (US)

Artificial Intelligence (AI) Application
Canoe Intelligence

Bill Pay
Plumb Bill Pay

Business Infrastructure
Foundation Source

Client Accounting
Dynamo Software

Client/Consolidated Reporting
Private Wealth Systems

Client Lifecycle Management
Wealth Dynamix

CRM Provider
WealthHub Solutions

Data, Information or Business Intelligence Provider
BridgeFT

Data Management and Analysis
SS&C Black Diamond

Data Protection Solution
Masttro

Data Provider
FactSet

Digital Offering or Tools
Bank of America Merrill Lynch

Front Office
InvestCloud

Fund Administration
FundCount

Innovative Solution
TrustQuay

Investment Platform or Tools
SEI

Newcomer/Start-up
Vanilla

Onboarding Product
Advisor360°

Overall US Wealthtech Provider
Broadridge Financial Solutions

Payment Reconciliation Services
Plumb Bill Pay

Portfolio and Wealth Management
Charles River Development

Robo Product or Platform
Forest Systems

Suitability
NICE Actimize

REGTECH & COMPLIANCE CATEGORIES (US)

Regulatory Reporting
Masttro

Innovative Compliance/RegTech Product
InvestorCOM Inc.

WEALTHTECH CONSULTANCY & TRAINING CATEGORIES (US)

Consultancy
PwC

Implementation/Partner
Halcyon Financial Technology, L.P.

Outsourcing/Partnership
Atténuer Risk, LLC

Thought Leadership
William J. Roberts – Day Pitney LLP

Training Solution
The Collaborative for Investment Education, Inc.

INDIVIDUAL & LEADERSHIP WEALTHTECH CATEGORIES (US)

Chief Technology Officer (CTO)
Arlene Pons – MyVest

Diversity
MyVest

Innovator of the year
Glenn Elliot – Practifi

Leading Individual
Danielle Valkner – PwC

Lifetime Achievement
Eric Clarke – Orion Advisor Solutions

Regional Management Team/CEO
Mykolas Rambus -Hush

Thought Leadership (Non Consultancy)
Helen Yang – Andes Wealth Technologies

Wealthtech Employer
MyVest

Women in WealthTech
Helen Yang – Andes Wealth Technologies

GENERAL WEALTHTECH CATEGORIES (CANADA)

Overall Canadian WealthTech Provider
d1g1t

Innovative Client Solution
AdvisorStream

INDIVIDUAL & LEADERSHIP WEALTHTECH CATEGORIES (CANADA)

Leading Individual
John Bromley – Charitable Impact

 

GENERAL WEALTHTECH CATEGORIES (LATIN AMERICA)

Family Office Solution
Masttro

Innovative Client Solution
InvestSuite

Overall Latin America WealthTech Provider
BRITech

GENERAL WEALTHTECH CATEGORIES (MEXICO)

Overall WealthTech Provider
BRITech

Innovative WealthTech Solution
Masttro

Family Office Solution
Masttro


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 rachel.fokes@clearviewpublishing.com or siiri.piiroinen@clearviewpublishing.com