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Event Date Mon Mar 21 EDT (3 months ago)
Location TBA
Region Americas

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 almost 20 years. Over this period we have successfully run a global awards programme celebrating the achievement 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 eight 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 launching a separate awards programme giving prominence solely to WealthTech companies servicing the North American and Latin American wealth management industry.


2022 Speakers

Logan Allin
General Partner, Fin VC

Amanda Anderson
Chief Administrative Officer, Ascent Private Capital Management of U.S. Bank

Patti Boyle
Entrepreneur, Educator, Consultant

Tom Burroughes
Group Editor, ClearView Financial Media

Joe Calabrese
COO Wealth Management, Key Private Bank

Jon Carroll
Managing Director, Private Client Services, Family Office Advisory, EY

Vikram Chugh
Chief Operating Officer, Robertson Stephens

Carole Crawford
Managing Partner, fincap360

Douglas Fritz
Founder and President, F2 Strategy

Howard Geller
Principal, Strategic Consultant, Hudson Peak Group

Stephen Harris
CEO, ClearView Financial Media

Tricia Haskins
VP, Digital Strategy & Platform Consulting, Fidelity Institutional

Tania Neild
CTO and Owner, InfoGrate

Jonathan North
Head of Products, 4Pines Fund Services

Gregory F. Roll
Co-Founder, Touchpoint

April Rudin
Founder and President, The Rudin Group

Mike Slemmer
Senior Consultant, The Collaborative

Wendy Spires
Head of Research, ClearView Financial Media

William Trout
Director of Wealth Management, Javelin Strategy & Research

Bill Woodson
Executive Vice President, Head of Wealth Advisory and Family Office Services, Boston Private

Sponsors & Partners

2022 Sponsors

• ProFundCom
• SmartKYC

• WealthBriefing