The Sixth WealthBriefing WealthTech Americas Awards 2027
Please note that this is the first stage of the nomination process. If you subsequently decide not to continue with entering these awards, you are under no obligation to do so.
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Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
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Isle of Man
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CATEGORY SELECTION
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:
US
Canada
Latin America
Mexico
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.
INNOVATIVE USE OF AI - CLIENT EXPERIENCE
Awarded to: A technology company that uses Artificial Intelligence as all or part of its offering to the US wealth management market.
INNOVATIVE USE OF AI - BUSINESS PROCESSES
Awarded to: A technology company that uses Artificial Intelligence as all or part of its offering to the US wealth management market.
INNOVATIVE USE OF AI - INVESTMENT RESEARCH
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: A technology-based bill payment solution provider 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 part in,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 COMMUNICATION TOOL - FAMILY OFFICES
Awarded to: A technology company that offers a communication tool to the US wealth management market.
CLIENT COMMUNICATION TOOL - RIAS
Awarded to: A technology company that offers a communication tool to the US wealth management market.
CLIENT COMMUNICATION TOOL - BANKS
Awarded to: A technology company that offers a communication tool to the US wealth management market.
CLIENT COMMUNICATION TOOL - INVESTMENT MANAGERS
Awarded to: A technology company that offers a communication tool to the US wealth management market.
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.
CRM
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.
DOCUMENT MANAGEMENT AND STORAGE
Awarded to: A company providing document management and/or storage technology to the US wealth management industry.
CLOUD INFRASTRUCTURE
Awarded to: A technology company that offers solutions to the US wealth management market.
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.
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.
INNOVATIVE SOLUTION - FAMILY OFFICES
Awarded to: A technology company that uses an innovative approach in its offering to the US wealth management market.
INNOVATIVE SOLUTION - RIAS
Awarded to: A technology company that uses an innovative approach in its offering to the US wealth management market.
INNOVATIVE SOLUTION - BANKS
Awarded to: A technology company that uses an innovative approach in its offering to the US wealth management market.
INNOVATIVE SOLUTION - INVESTMENT MANAGERS
Awarded to: A technology company that uses an innovative approach in its offering to the US wealth management market.
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
Awarded to: A 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.
API AND INTEGRATION
Awarded to: A technology company that offers solutions to the US wealth management market.
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
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
REGIONAL CHIEF EXECUTIVE OFFICER (CEO) OR C-LEVEL INDIVIDUAL
Awarded to: An individual working with an organization active in the US market.
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 recognize their outstanding achievement over a substantial career in wealth management technology in the US.
MARKETING TEAM/PR FIRM
Awarded to: A marketing or PR team for their work in attracting new clients or in their communication to existing clients within the wealthtech sector.
RECRUITMENT CONSULTANT
Awarded to: A strategic resourcing partner for the wealthtech industry.
REGIONAL MANAGEMENT TEAM
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 OF THE YEAR
Awarded to: A wealth technology provider active in the US market.
FEMALE EXECUTIVE
Awarded to: An outstanding woman for their work in the wealth technology sector in the US.
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.
REGTECH CATEGORY - CANADA
INNOVATIVE COMPLIANCE/REGTECH PRODUCT
Awarded to: A compliance or regulation technology solution for the Canadian wealth management market.
CONSULTANCY CATEGORY - CANADA
CONSULTANCY SERVICES
Awarded to: A technology consultancy or advisory practice active in the Canadian wealth management market.
INDIVIDUAL & LEADERSHIP CATEGORY - CANADA
LEADING INDIVIDUAL
Awarded to: An outstanding individual for their work in the wealth technology sector in Canada.
REGIONAL CHIEF EXECUTIVE OFFICER (CEO) OR C-LEVEL INDIVIDUAL
Awarded to: An individual working with an organization active in the Canadian market.
CHIEF TECHNOLOGY OFFICER (CTO)
Awarded to: An individual working with an organization active in the Canadian market.
INNOVATOR OF THE YEAR
Awarded to: An individual, business or team that can demonstrate genuine innovation in wealth management technology in the Canadian market.
MARKETING TEAM/PR FIRM
Awarded to: A marketing or PR team for their work in attracting new clients or in their communication to existing clients within the wealthtech sector in the Canadian market.
REGIONAL MANAGEMENT TEAM
Awarded to: A local management team from a technology company active in the Canadian market.
WEALTHTECH EMPLOYER OF THE YEAR
Awarded to: A wealth technology provider active in servicing the Canadian market.
FEMALE EXECUTIVE
Awarded to: An outstanding woman for their work in the wealth technology sector in Canada.
OVERALL WEALTHTECH CATEGORY - LATIN AMERICA
OUTSTANDING LATIN AMERICA WEALTHTECH PROVIDER
Awarded to: A technology business offering wealth technology solutions to the Latam market.
OVERALL WEALTHTECH CATEGORY - MEXICO
OUTSTANDING MEXICO WEALTHTECH PROVIDER
Awarded to: A technology business offering wealth technology solutions within Mexico.
OTHER AWARDS PROGRAMS
Please indicate any other Awards programs in which you may like to participate. Select as many as apply to the regions where you are active.
Other Awards Programs
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WealthBriefing Global Marketing Awards
WealthBriefing European Awards
Family Wealth Report Awards (North America)
WealthBriefingAsia Awards
WealthBriefingAsia Greater China Awards
WealthBriefing Wealth for Good (Global) Awards
WealthBriefingAsia EAM Awards
WealthBriefing MENA Awards
WealthBriefing Channel Islands Awards
Miami Family Wealth Report Awards Incorporating Latin America and the Caribbean
WealthBriefing Swiss Awards
WealthBriefing Swiss EAM Awards
N/A
Other Awards Programs (Brevo text)
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