Third Annual WealthBriefing WealthTech Americas Awards 2024 | Clearview Publishing | TBA

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.

2023 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
• Front Office

Fund Administration (US)
• SEI

Innovative Solution
• Addepar

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
• Black Diamond Wealth Platform

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