Third Annual WealthBriefing WealthTech Americas Awards 2024

Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards on completion of this form, you are under no obligation to do so.

Name Name First Last
Company Name
Job Title
Corporate Email Address
Confirm Email Address
Telephone Number
Address Address
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Once you have indicated your geographical business coverage, a list of applicable categories will appear where you can select all the awards you'd like to enter.
Please indicate which geographies your business covers:

Please indicate which geographies your business covers: US Canada Latin America Mexico 2 or more of the geographies
General WealthTech Categories - US

General WealthTech Categories - US
Artificial Intelligence (AI) Application
Awarded to: A technology company that uses Artificial Intelligence as all or part of its offering to the US wealth management market. Bill Pay
Awarded to: Technology-based bill payment solutions in the US wealth management sector. Blockchain and Cryptocurrencies
Awarded to: A solution provider to the US wealth management market that uses blockchain technology and/or cryptocurrencies as partin, or as part of, its offering. Business Infrastructure
Awarded to: A business providing technology infrastructure support for the US wealth management industry. Client Accounting
Awarded to: A solution that provides client accounting solutions for the US wealth management market. Client Communication Solution or Tool
Awarded to: A solution provider that enables or enhances communications between wealth managers and their clients in the US. Client/Consolidated Reporting
Awarded to: A client reporting solution provider to the US wealth management market. Client Lifecycle Management
Awarded to: A technology provider operating in the US market that offers solutions in any aspect of the client journey. Client Marketing and Prospecting
Awarded to: A provider of client marketing and/or prospecting services to the US wealth management industry. Core Banking Software
Awarded to: A provider of core banking technology for the US wealth management market. CRM Provider
Awarded to: A technology business providing client relationship solutions to US wealth management businesses. Cyber and Network Security
Awarded to: A solution that helps counter the threat and network security breaches posed by cyber crime to the wealth management community in the US. Data Aggregation
Awarded to: Technology solution providers specializing in tools for wealth managers and financial institutions to facilitate financial data aggregation. Data, Information or Business Intelligence Provider
Awarded to: An information, data or business intelligence provider in the US wealth management space. Data Management and Analysis
Awarded to: An organization providing data management and/or analysis services to the US wealth management industry. Data Management and Storage
Awarded to: A company providing document management and /or storage technology to the US wealth management industry. Data Protection Solution
Awarded to: A data protection solution provider to the US wealth management market. Digital Offering or Tools
Awarded to: A business that enables US wealth managers to leverage digital channels and/or media to better interact with their clients. EAM Platform/Custodian
Awarded to: A bank or custodian providing a platform on which external asset managers (FIMs) in the US can service their clients. Family Office Solution
Awarded to: Any technology that enhances the operation of family offices in the US. Financial Planning
Awarded to: A technology tool provided to the US wealth management sector to enhance and automate financial planning. Front Office
Awarded to: A provider of any front office solution to the US wealth management market. Fund Administration
Awarded to: A technological solution tailored specifically for the US fund administration market. Innovative Solution
Awarded to: A technology company whose offering to the US wealth management market is viewed as challenging the status quo. Investment Platform
Awarded to: An organization offering investment management technology in the US. Investment Platform or Tools
Awarded to: A technology-based investment platform or tools for the US wealth management industry. Newcomer/Start-up
Awarded to: A technology business that is in early stage development and has an offering for the US wealth management market. Onboarding Product
Awarded to: A wealth-management focused provider operating in the US market that offers onboarding solutions. Outsourcing and Business Process Management
Awarded to: An outsourcing or business process management company working in the US wealth management sector. Overall US WealthTech Provider
Awarded to: A technology business specializing in US market, offering a comprehensive WealthTech solution. Payment Reconciliation Services
Awarded to: A provider of payment reconciliation services to the US wealth management market. Portfolio and Wealth Management
Awarded to: A technology provider offering portfolio and wealth management solutions to the US wealth management market. Risk Monitoring and Management
Awarded to: A provider of risk monitoring and/or management services to the US wealth management market. Robo Product or Platform
Awarded to: A platform, product or solution that reduces human interaction in the wealth management process in the US. Software Management Company
Awarded to: A business offering advice and guidance on software management issues to the US wealth management industry. Suitability
Awarded to: A provider of client suitability solutions in the US wealth management market. Structured Products Solution
Awarded to: A company whose structured products or service provision to the US wealth management market is viewed as both innovative and best in class. Trading Systems
Awarded to: A trading system used by the US wealth management industry. Transaction Processing
Awarded to: A transaction processing solution provider operating in the US wealth management market.
RegTech & Compliance Categories - US

RegTech & Compliance Categories - US

Data Governance
Awarded to: A technology provider that delivers a data governance solution for the US wealth management community. Innovative Compliance/RegTech Product
Awarded to: A compliance or regulation technology solution for the US wealth management market that can demonstrate a new approach or significant innovation. KYC Product
Awarded to: A technology provider that delivers a know your customer solution for the US wealth management community. Regulatory Reporting
Awarded to: A technology provider that delivers a regulatory reporting solution for the US wealth management community.
WealthTech Consultancy & Training Categories - US

WealthTech Consultancy & Training Categories - US

Consultancy
Awarded to: A consultancy active in the US wealth management market. Implementation/Partner
Awarded to: A consultancy for its work in implementing a technology solution for an US wealth management business. Outsourcing/Partnership
Awarded to: A consultancy for its work in outsourcing and/or partnerships with US wealth management businesses. Thought Leadership
Awarded to: A consultancy for its thought leadership for the US wealth management industry. Training Solution
Awarded to: A consultancy for its work in training for the US wealth management industry.
Individual & Leadership WealthTech Categories - US

Individual & Leadership WealthTech Categories - US

Chief Technology Officer (CTO)
Awarded to: An individual working with an organization active in the US market. Diversity
Awarded to: A wealth technology business for its commitment to diversity in the US. Innovator of the Year
Awarded to: An individual, business or team that can demonstrate genuine innovation in wealth management technology in the US. Leading Individual
Awarded to: An outstanding individual for their work in the wealth technology sector in the US. Lifetime Achievement
Awarded to: An individual to recognise their outstanding achievement over a substantial career in wealth management technology in the US. Marketing Team/PR
Awarded to: A marketing or PR team for their work in the wealth technology sector in the US. Recruiter
Awarded to: A wealth technology business active in the US for its ability to recruit and retain talent in the market. Regional Management Team/CEO
Awarded to: A local management team from a technology company active in the US. Thought Leadership (non consultancy)
Awarded to: A wealth technology business for its thought leadership in the US. WealthTech Employer
Awarded to: A wealth technology provider active in the US market. Women in WealthTech
Awarded to: An outstanding woman for their work in the wealth technology sector in the US. Chairperson
Awarded To: The chairperson of any organisation in the wealth management industry.
General WealthTech Categories - Canada

General WealthTech Categories - Canada
Family Office Solution
Awarded to: A wealth technology company whose offering is specifically addressing the needs of family offices in Canada. Fund Administration
Awarded to: A technological solution tailored specifically for the Canadian fund administration market. Innovative Client Solution
Awarded to: A technology company whose offering to the Canadian wealth management market is viewed as challenging the status quo. Overall Canadian WealthTech Provider
Awarded to: A wealth technology business active in the Canadian market, offering a comprehensive WealthTech solution.
RegTech Category - Canada

RegTech Category - Canada
Innovative Compliance/RegTech Product
Awarded to: A compliance or regulation technology solution for the Canadian wealth management market that can demonstrate a new approach or significant innovation.
Consultancy Category - Canada

Consultancy Category - Canada
Consultancy Services
Awarded to: A consultancy active in the Canadian wealth management market.
Individual & Leadership Category - Canada

Individual & Leadership Category - Canada
Leading Individual
Awarded to: An outstanding individual for their work in the wealth technology sector in Canada. Chairperson
Awarded To: The chairperson of any organisation in the wealth management industry.
General WealthTech Categories - Latin America

General WealthTech Categories - Latin America

Family Office Solution
Awarded to: A wealth technology company whose offering is specifically addressing the needs of family offices in Latin America. Fund Administration
Awarded to: A technological solution tailored specifically for the LatAm fund administration market. Innovative Client Solution
Awarded to: A technology company whose offering to the Latam wealth management market is viewed as challenging the status quo. Overall LatAm WealthTech Provider
Awarded to: A technology business specializing in the Latam market, offering a comprehensive WealthTech solution.
RegTech Category - Latin America

RegTech Category - Latin America

Innovative Compliance/RegTech Product
Awarded to: A compliance of regulation technology solution for the Latam wealth management market that can demonstrate a new approach or significant innovation.
Consultancy Category - Latin America

Consultancy Category - Latin America
Consultancy Services
Awarded to: A consultancy active in the Latam wealth management market.
Individual & Leadership Category - Latin America

Individual & Leadership Category - Latin America
Leading Individual
Awarded to: An outstanding individual for their work in the wealth technology sector in Latin America. Chairperson
Awarded To: The chairperson of any organisation in the wealth management industry.
General WealthTech Categories - Mexico

General WealthTech Categories - Mexico
Overall WealthTech Provider
Awarded to: A wealth technology company servicing the Mexico market offering a comprehensive WealthTech solution. Innovative WealthTech Solution
Awarded to: A technology company whose offering to the Mexico wealth management market is viewed as challenging the status quo. Family Office Solution
Awarded to: A wealth technology company whose offering is specifically addressing the needs of family offices within Mexico.
I agree to the WealthBriefing's Awards Terms and Conditions and privacy policy.

I agree to the WealthBriefing's Awards Terms and Conditions and privacy policy. I agree
I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges.

I hereby confirm this Awards program is being entered with the full knowledge and consent of the company or individual being put forward for consideration by the Judges. I Confirm

Third Annual WealthBriefing WealthTech Americas Awards 2024

Third Annual WealthBriefing WealthTech Americas Awards 2024

Once you have indicated your geographical business coverage, a list of applicable categories will appear where you can select all the awards you'd like to enter.

General WealthTech Categories - US

General WealthTech Categories - US

RegTech & Compliance Categories - US

RegTech & Compliance Categories - US

WealthTech Consultancy & Training Categories - US

WealthTech Consultancy & Training Categories - US

Individual & Leadership WealthTech Categories - US

Individual & Leadership WealthTech Categories - US

General WealthTech Categories - Canada

General WealthTech Categories - Canada

RegTech Category - Canada

RegTech Category - Canada

Consultancy Category - Canada

Consultancy Category - Canada

Individual & Leadership Category - Canada

Individual & Leadership Category - Canada

General WealthTech Categories - Latin America

General WealthTech Categories - Latin America

RegTech Category - Latin America

RegTech Category - Latin America

Consultancy Category - Latin America

Consultancy Category - Latin America

Individual & Leadership Category - Latin America

Individual & Leadership Category - Latin America

General WealthTech Categories - Mexico

General WealthTech Categories - Mexico