Case Studies

Hear straight from the people who use Wealth Access on a daily basis.


AMG National Trust Bank

AMG engaged Wealth Access to create a custom solution for its customers that provides an exceptional mobile, digital-first experience and allows clients to aggregate their financial accounts.

Arlington Family Offices

As an independent, employee-owned firm that also includes a private trust company, Arlington Family Offices enjoys the freedom to be selective with its clientele and provide them with individualized and comprehensive solutions.

Buckingham Strategic Wealth

As part of a forward-looking commitment to its clients, Buckingham had a vision to provide a more comprehensive, enhanced client experience and sought Wealth Access to help.


Enterprise Bank

When the COVID-19 pandemic took financial services by storm and forced businesses everywhere to transition its employees to remote work, the team at Enterprise Bank’s wealth management division was ready.


First Citizens Bank

With $25 billion spread across their asset management division, broker/dealer, and private bank teams, First Citizens Banks’ leadership has come to rely on Wealth Access to help prioritize keeping everything closely aligned.



Fulton Bank

Since partnering with Wealth Access in 2018, the team at Fulton has been able to bring data to life for clients and prospects alike in a way they were unable to do before.


INTRUST found Wealth Access and was able to drive new data-driven decisioning, creating an environment for INTRUST’s wealth managers to do their jobs more effectively, regardless of location.

Savant Wealth Management

As part of Savant’s focus on consistent growth, they have been on the forefront in investing in key client-facing technology to better nurture their relationships and provide an outstanding client service experience.

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