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 over 16 years. Over this period we have successfully run a global Awards programme celebrating the achievement of the wealth management, private client and family office sectors.

For the past six years we have included technology categories in our Asia awards – covering Greater China, India and South-East Asia, but now in 2021 we have decided to separate these categories from the main Awards and give prominence to WealthTech companies with their own WealthBriefing Awards process.  We anticipate a return to the existing format in 2022 once we are able to host The Annual WealthBriefingAsia, Asia gala dinner in Singapore.


For those new to the awards, the categories are focused around three main client-experience focused areas:

Experts (individuals and teams)


Pan-Asia (Covering the entire Asia region)
India (Covering the entire sub-continent)
Australia/New Zealand

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 publication WealthBriefingAsia, winning an WealthTechAsia 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:


For more information about the awards process please contact:


Key Dates


Key Dates for Your Diary

Nominations open –  Now

Nominations deadline - 17th May 2021

Finalists and Winners notified of their success – 31st May 2021

Public announcement of Winners - 30th September 2021


The submission process for The WealthTechAsia Awards 2021 is now unfortunately closed. For any questions, please contact rachel.fokes@clearviewpublishing.com

Commended and Winner Videos

Awards Winners Supplement

About our Sponsors

Category Sponsors


General WealthTech Categories (Pan-Asia)


Overall Asia WealthTech Provider


Lu International - Highly Commended

IMTF Banking Software - Highly Commended


Onboarding product

IMTF Banking Software Pte. Ltd

Contemi Solutions - Highly Commended

TrustQuay - Highly Commended


Client Lifecycle Management

IMTF Banking Software


CRM Provider


WIZE by TeamWork Highly Commended


Transaction Processing Solution


ERI Banking Software - Highly Commended


Portfolio Management

Charles River


Investment Platform


Moonfare - Highly Commended


Innovative Solution

WIZE by TeamWork

UBS Partner - Highly Commended

KlarityRisk - Highly Commended

Symphony Highly Commended


Structured Products Solution




NICE Actimize


Front Office Solution

Bank Julius Baer

InvestCloud - Highly Commended



Data Provider



Risk Monitoring and Management



Client Reporting


Factset - Highly Commended


Core Banking Software

ERI Banking Software

Bank Julius Baer - Highly Commended


Family Office Solution



Robo Product or Platform



EAM Platform



Artificial Intelligence (AI) Application




BITE Investments


Client Communication Solution or Tool

Contemi Solutions


Digital Offering


Valuefy - Highly Commended


Client Accounting



RegTech & Compliance Categories (Pan-Asia)

Innovative Compliance/RegTech Product



KYC Product

IMTF Banking Software

KlarityRisk - Highly Commended


Regulatory Reporting

Kaizen Reporting


Individual & Leadership WealthTech Categories (Pan-Asia)

Growth/Business Development Strategy/Acquisition

WIZE by TeamWork

Symphony - Highly Commended 


Regional Management Team/CEO

Contemi Solutions


Innovator of the Year

Additiv AG


Leading Individual

Lakshey Gangwani


General WealthTech Categories-Australasia

Overall WealthTech Provider



Innovative Client Solution