K1x Wins Family Wealth Report Award for Innovative Use of AI

MORRISTOWN, N.J.--(BUSINESS WIRE)--K1x, an AI-native private markets tax data platform, has today been named a winner in the Innovative Use of AI category at the Thirteenth Annual Family Wealth Report Awards 2026.

The annual Family Wealth Report Awards recognize the most innovative and exceptional organizations serving North America’s family offices, wealth managers, and trusted advisor communities. Winners are selected through a rigorous and independent judging process designed to identify organizations delivering meaningful impact across the industry.

K1x was recognized for its practical and focused use of AI to transform one of the most challenging workflows in family offices and private wealth: tax document and data ingestion and normalization.

“Every category winner and highly commended firm has undergone a rigorous and truly independent judging process and should be justly proud of their success this year,” said Stephen Harris, CEO of Clearview Financial Media and publisher of Family Wealth Report. “I extend my sincere congratulations and best wishes to all of this year’s winners and highly commended firms. They are all worthy recipients who now join the global elite of Family Wealth Report Award winners — the very best in wealth management today.”

On behalf of K1x, CEO John LaMancuso said, “Family offices are being asked to manage increasing complexity across investments, entities, and reporting requirements, yet many are still operating on workflows built for a much simpler era. At K1x, we’re helping them move beyond that constraint by turning fragmented tax documents into structured, trusted, decision-ready data that can be used across the organization. This isn’t just about efficiency. It’s about giving family offices greater control, clarity, and confidence in their tax position while reducing risk, improving decision-making, and freeing up their teams to focus on higher-value work.”

Winners were announced on April 30, 2026, at a gala ceremony held at the Mandarin Oriental Hotel in Manhattan, New York.

As private markets continue to grow in complexity, K1x remains focused on building the infrastructure layer that connects investors, institutions, and regulators through seamless, automated tax workflows. The company’s platform enables firms to move beyond reactive compliance toward a more proactive, scalable operating model.

About K1x

A Fast Company Most Innovative Companies 2026 honoree, K1x is building the intelligent tax data operations solution for private markets. Designed with a combination of traditional machine learning, generative AI, and agentic tax workflows, K1x delivers a modern, intelligence-driven approach that goes beyond legacy applications. Its patented, AI-native platform automates the extraction, validation, and distribution of tax data from K-1s, K-3s, and 1099s, and streamlines IRS-certified 990 e-filings, delivering compliance and clarity without vendor lock-in.

K1x is vendor-neutral by design, enabling tax data to move seamlessly across firms, tax software, investors, and authorities without being trapped in legacy systems. Trusted by more than 40,000 organizations, K1x supports 44 of the 100 largest U.S. institutional investors, 20 of the top 25 accounting firms, 11 leading private foundations, 45 of the largest university endowments, and seven of the nation’s top health systems.

About Clearview Financial Media Ltd (“Clearview”)

Clearview Financial Media was founded in 2004 by Chief Executive Stephen Harris, with a mission to deliver high-quality, ‘need-to-know’ intelligence for the global private wealth community.

Headquartered in London with a truly international reach, Clearview is the publisher of the WealthBriefing group of newswires, complemented by in-depth research reports, newsletters, and a global program of thought-leadership events and prestigious awards.

Clearview continues to serve as a trusted source of insight, recognition, and connection for leading professionals in the wealth management and family office sectors worldwide.