Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits,...
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Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth Management
Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits,...
Wealth Access Unveils Transformative Solutions: One Wealth, One Bank, One Data, Powered by Integration Hub
Wealth Access, the leading technology provider in wealth data, is proud to announce its enhanced solutions designed to transform the banking industry: One Wealth, One Bank, One Data, powered by Integration Hub. This innovative offering empowers banks and credit unions...
Wealth Access Taps Drew DiMarino as Chief Revenue Officer
~Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions~ NASHVILLE, Tenn., Sept. 11, 2024 – Wealth Access, a leading technology provider in wealth data,...
Wealth Access Names Andy Zinn as Chief Innovation Officer
~Experienced wealth management, operations, IT executive joins company to bolster growth of wealth management services at financial institutions across the country~ NASHVILLE, Tenn., Aug. 20, 2024 – Wealth Access, the leading customer data insights platform that...
Wealth Access Earns Highly Commended in the 2024 Banking Tech Awards USA
Data insights provider recognized for its advanced software and successful bank partnership NASHVILLE, Tenn., July 11, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for...
Wealth Access Releases White Paper – Transforming Finance: How A.I. Meets New Generational Demands Ahead of the Great Wealth Transfer
NASHVILLE, Tenn., May 8, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Transforming Finance: How A.I....
Cetera and Wealth Access Form Partnership to Unite Brokerage, Trust and Digital Banking
Partnership underscores Cetera's focus on helping advisors and financial institutions deliver a differentiated and highly personalized experience to clients and members Partnership provides a leading industry solution to bridge all aspects of a client's financial...
James Elwood Joins Wealth Access’ Executive Team
FinTech veteran brings experience to support growth, new platform initiatives NASHVILLE, Tenn., Feb 1, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial...
Breaking down silos: The crucial role of data unification in financial institutions
The right approach to data that eliminates silos, delivers personalized experiences and drives efficiencies helps today’s institutions stay competitive. According to BAI’s 2023 Top Banking Trends and Challenges report, new client acquisition has been the leading...
Wealth Access Releases White Paper on Leveraging AI to Optimize Digital Experiences
NASHVILLE, Tenn.--Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, today released its most recent white paper, “Marrying A.I. and Your Digital Experience: A...
Wealth Access Selected as 2023 NEXT Award Finalist by Nashville Entrepreneur Center
NASHVILLE, Tenn., Oct. 18, 2023 – Wealth Access, the leading customer data insights platform, announced it has been selected as a finalist in the Financial Services Market Mover category for the Nashville Entrepreneur Center’s 2023 NEXT Awards. The NEXT Awards...
Wealth Access Wins Best Client Portal in the WealthManagement.com 2023 Industry Awards
NASHVILLE, Sept. 19, 2023 -- Wealth Access, the leading customer data insights platform, has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry Award (the “Wealthies”). This award underscores Wealth Access's commitment to...
How Financial Institution Leaders Can Prepare for the Largest Generational Wealth Transfer
Bank Business News, September 25, 2023 A recent report from Coldwell Banker forecasts Gen Xers and Millennials will receive more than $68 trillion in inheritance passed down from Baby Boomers. This indicates the largest inter-generational wealth transfer in history,...
Wealth Access to Demo Customer Data Insights Platform at Finovate Fall 2023
Provider to present 7-minute live demo showcasing platform's ability to enrich and unify financial data for more than 2,000 conference attendees NASHVILLE, August 30, 2023 -- Wealth Access, the leading customer data insights platform that unifies and enriches data to...
Wealth Access Named a Finalist For The Wealthmanagement.com 2023 Industry Awards In Four Categories
NASHVILLE, June 21, 2023 -- Wealth Access, the leading customer data insights platform that unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that it has been named a Finalist in...
FinovateFall 2023 Sneak Peek: Wealth Access
Finovate, August 22, 2023 Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data. Read more at Finovate.com
AI’s Impact on Data Management and the Customer Experience
Bank Director, August 10, 2023, by David Benskin Artificial Intelligence (AI) has transformed the financial services landscape and will continue to have long-term impacts on the banking industry. This technology has already had significant effects on data management,...
FinTech Interview with David Benskin, Founder, and Chief Executive Officer of Wealth Access
FintechBuzz, July 18, 2023, by David Benskin David, what inspired you to pursue a career in the intersection of finance and technology, and how did your personal and professional experiences shape your interest in this field? Prior to forming Wealth Access, I spent...
EPISODE 122: The First Bankadelic Independence Day Fireworks Extraganza
Bankadelic, July 4, 2023 It’s Stars and Stripes and Fintech forever on this first-ever Independence Day special episode of Bankadelic. Our seven stars (and stripes) discuss a variety of topics riffing on the themes of freedom and “a more perfect union” — an engaging,...
Ep. 81: Enriching Customers’ Financial Lives with Proactive (Not Reactive) Data
On This Episode David Benskin, founder and CEO of Wealth Access, saw a need to improve balance sheet management and knew he could create a clearer and more digitized method. During the financial crisis of 2008, it was difficult for companies to deliver balance reports...
EPISODE 116: Where Leading Edge Fintech Meets Leadership Values
Bankadelic, April 21, 2023 On this episode, Wealth Access founder and CEO David Benskin takes us through how his company works to help banks utilize the data that can transform clients' lives. But there’s much more to it than just the shiny new toys of fintech....
Wealth Access Annual Nashville Summit Gathers 30+ Banks to Host Peer Discussions On Driving Engagement Through Technology
Wealth Access Annual Nashville Summit Gathers 30+ Banks to Host Peer Discussions On Driving Engagement Through Technology Customer data insights provider invited 30+ banks and wealth management firms to encourage peer-to-peer dialogues around data-driven engagement...
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin Data Insights Platform provider expands internal team to support continued growth Wealth Access, the leading customer data insights platform that unifies and enriches data that powers...
Wealth Access and Supernova Announce Expanded Access to Securities-Based Lending
Wealth Access and Supernova Technology Announce Agreement to Expand Access to Securities-Based Lending for Financial Institutions Wealth Access and Supernova Technology agreement will equip regional banks, RIAs, and independent trust companies across the country with...
Wealth Access Nominated 4x in the 2022 Wealthies Awards
Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...
Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks
Read the original press release here. Wealth Access Completes Annual Summit With 30 Of Nation’s Top Banks To Generate Peer Discussions Around Growth And Innovation Wealth Access welcomed 30 regional and super-regional banks and wealth management firms...
Spring 2022 Release Notes
Our first product update of the year is bringing another set of enhancements and new features that will improve the way you use Wealth Access in your bank or wealth management organization. You’ll see these updates roll out automatically on Sunday, April 10th. Please...
Wealth Access for Business Launches Today
Business initiative creates a technology experience crafted specifically to equip enterprise financial services firms with the technology they need to create enriched digital experiences for business bankers and the SMB organizations they support. Wealth...
Announcing Wealth Access for Financial Services Cloud on Salesforce AppExchange
Wealth Access customers can now benefit from access to transparent financial views and unified data across business lines with a powerful new solution that connects advisors and investors through each stage of the customer journey. Wealth Access, a customer...
Wealth Access Rockets to $571 Billion on its Platform
Wealth Access announces record-breaking growth and several milestones as its core business reaches $571 billion wealth under management, providing actionable insights to more than 200 innovative financial services firms.
Wealth Access Secures Its 5th Consecutive WealthManagement.com Industry Award During the 2020 Online Event
Wealth Access continues long-running success with recognition as the winner of the WealthManagement.com Industry Award for Technology Providers: Wealth Reporting/Personal Finance Managers. Wealth Access, the largest independent personal financial management and...
Tegra118 Partners with Wealth Access to Amplify Digital Experiences for Advisors and Investors
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in...
Introducing the Wealth Access + RightCapital Integration
Wealth Access and RightCapital establish integration to improve efficiency of wealth professionals and to deliver more accurate and up-to-date financial plans.NASHVILLE, TN – April 22 – Wealth Access, one of the industry’s largest independent personal financial...
Wealth Access Enhances User Productivity with DocuSign Integration
Wealth Access has announced a new integration with DocuSign, which offers the world’s #1 e-signature solution as part of the DocuSign Agreement Cloud.
Introducing the Wealth Access + Genivity HALO Integration
A better way to deepen your client relationships NASHVILLE, TN - January 22 – Wealth Acess is excited to announce a new partnership with Genivity to enable its award-winning HALO Planner in Wealth Access’s customizable client portal. This integration will allow...
Wealth Access Announces Shea Merville as Director of Client Success
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has hired Shea Merville as its Director of Client Success.
Wealth Access’ Innovative Technology Wins Fourth Consecutive WealthManagement.com Industry Award
Wealth Access has been selected as one of the most innovative and disruptive technology companies in wealth management at the 2019 WealthManagement.com Industry Awards for its Best Personal Finance Management Solution.
Wealth Access Adds Chief Product Officer and Onboards $84 Billion AUA in Q1 2019
Wealth Access continues its growth in financial services’ aggregation and client experience tools with its first dedicated product officer and largest quarter of growth in company history.
Wealth Access Now Reports on Over $190 Billion; Announces Record-Breaking Year of Growth and Secures Funding to Accelerate Future Plans
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Buckingham Strategic Wealth Aggregates 6,000+ Held-away Accounts
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Wealth Access Named Three-Time Finalist in the 2018 WealthManagement.com Industry Awards
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has been named a finalist in the Technology Providers: Wealth Reporting/Personal Finance Managers category by the prestigious...
Wealth Access Now Reports on over $100 Billion; Experiencing Strong Business Results
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today the results from the company’s calendar year ended 2017, including the news that the firms’ reported on assets now surpass the...
AdvisoryWorld and Wealth Access Announce Data Integration at Schwab IMPACT
AdvisoryWorld, a leading software provider for financial advisors, today announced its data integration with Wealth Access, the industry’s largest independent personal financial management and account aggregation platform. Wealth Access and AdvisoryWorld will be...
FIS Selects Wealth Access For Account Aggregation, Client Portal and Mobile Reporting Platform
FIS Selects Wealth Access Financial Management Platform for Account Aggregation, Client Portal and Mobile Reporting - World’s largest financial services technology company to provide Wealth Access to Large RIAs and Trust Companies NASHVILLE, Tenn. (Dec. 8, 2015) --...
Wealth Access wins for “Best Account Aggregation” and “Best Personal Financial Manager / Wealth Management Reporting
Wealth Access wins for “Best Account Aggregation” and “Best Personal Financial Manager / Wealth Management Reporting” Nashville, TN October 16, 2017. Wealth Access, the industry’s largest independent personal financial management and account aggregation platform,...
Buckingham Strategic Wealth & BAM Advisor Services Selects Wealth Access For Digital Client Experience Technology
~ One of the largest independent wealth management firms and affiliated TAMP enhances technology offering for its affiliated advisors to provide best-in-class personal financial management, account aggregation and client portal capabilities. Nashville, TN and St....
Data aggregation’s ROI for Financial Planning Advisers
Suleman Din / Financial Planning Financial Planning Advisers are being exhorted to use data aggregation tools as a means to better understand their clients' financial behavior. But there's a tangible ROI for using data tools also, says the head of one aggregation...
First Rate Partners with Wealth Access to provide wealth management firms with enhanced digital presence
This unique partnership combines the industry’s largest independent personal financial management and account aggregation platform with an industry–leading wealth management solutions provider. It allows for on-demand reporting in a digital experience that is...
Wealth Access Releases Research Results on the Business Benefits of Account Aggregation
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today the results of industry research designed to quantify the power of account aggregation. According to the research study,...
Wealth Access Experiencing Strong Growth, Rapid Adoption in Wealth Management Industry
Assets on the Wealth Access platform now total $41 billion, a 57% increase year over year from 130 wealth management industry organizations, up from 85 last year, a 53% growth rate. Sales to these industry-leading RIA, Broker-Dealer, Bank, Trust, and Family Office...
Intelligent Aggregation: Wealth Access Launches Enterprise Level Personal Financial Management and Account Aggregation Platform; Hires Industry Veteran Jeff Bloedorn to Lead Initiative
Wealth Access “Intelligent Aggregation” provides an end-to-end, customizable solution for institutions to enable their advisors to enhance the digital client experience. Wealth Access, the industry’s largest independent personal financial management and account...
Orion Advisor Services, LLC and Wealth Access, Inc. Announce Platform Integration to Deliver Industry Leading Client Portal
Integrated Advisor Services Platform--OMAHA, NE--(Marketwired - February 04, 2016) - Deploying a best-in-breed methodology, Orion Advisor Services and Wealth Access are partnering to integrate their platforms Wealth Access' aggregated, reporting level data and balance...
Wealth Access Ranked #1 in 2015 Financial Planning Tech Survey
Joel Bruckenstein's Financial Planning Tech Survey 2015 yield surprising results reveal Wealth Access to be one of the top digital advisor platforms, commonly referred to as B2B robo-advisors. Joel stated, "We were somewhat surprised to see that, among our readers,...
Orion Advisor Services, LLC and Wealth Access, Inc. Integrate Platforms
• Wealth Access is a best-in-class personal financial management tool built for advisors and their high-net worth investors • Orion Advisor Services, LLC is the nation's largest privately-held portfolio accounting provider • Combining the advanced data reporting from...
So advisers have access to more data – now what?
Written by: Alessandra Malito | Investment News Data aggregation is currently one of the hottest topics in the financial services industry. As technology evolves and robo-advisers attempt to snatch clients, advisory firms are seeking new ways to stay competitive. What...
Automation is Here to Stay in Wealth Management – Are You?
For the past couple of decades, wealth management has been a pretty sleepy corner of the financial services industry. Not much has changed in the process of delivering financial advice over the years, despite the fact that there have been seismic shifts in...
Wealth Access leads dashboard charge
Originally written by Kelly O'Mara for RIABiz One night in February 2011, David Benskin sat in his Merrill Lynch office in Nashville surrounded by boxes filled with records, Photostats, notes from client conversations, financial plans and screenshots. Overwhelmed by...
Wealth Access Hires 7 Veterans to Continue Growth
Wealth Access, an innovative high net worth personal financial management platform for advisors, announced growing momentum in the adoption of the Wealth Access technology solution by advisors, with record year over year growth and the hiring of seven senior...
Wealth Access Named Finalists for WealthManagement.com Industry Awards
The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success.
Wealth Access Partners With SSG
Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego.
Wealth Access Advisor Technology Platform, One To Watch in 2015
In a recent interview with industry publication IRIS, featured contributor Tim Welsh names Wealth Access as a company to watch over the next three years.
Wealth Access integrates with MoneyGuidePro
Wealth Access has completed its integration with MoneyGuidePro, a popular financial planning software.
T3 Teeming with Deals
David Benskin, CEO of Wealth Access, recently spoke at T3 Enterprise Conference in Atlanta about ‘robo-advisors’.
It’s a Robo Thing – Get Used To It
“Whether Betterment or Wealthfront survive is irrelevant,” Joel Bruckenstein, of T3 (also attended by Wealth Access) said in his opening remarks at a standing room only session on robos. “The technology is here to stay.”
Ten to Watch: David Benskin
Account aggregation tools are plentiful for both individuals and advisors – think Mint.com or Personal Capital. So why does David Benskin think Wealth Access can stand out from the pack?
Entrepreneurs Making Change Happen — David Benskin of Wealth Access
David Benskin, Wealth Access’ Founder and CEO, was recently profiled discussing how entrepreneurship is reinventing the financial advisor space.
Wealth Access – A Top 50 FinTech Company
Wealth Access received honorable mention as one of the ‘The 50 Best Fintech Innovators of 2014’.
Chatter About Wealth Access at Junxure
We were able to showcase our client portal, account aggregation capabilities and multi-generational wealth views, optimized for all mobile devices at this year’s Junxure Conference held in Las Vegas.
Transforming Financial Advice
Finally, advisers are moving beyond seeing technology as simply tools for back office support.
Wealth Access Experiencing Rapid Growth and Momentum in Wealth Management Industry
Innovative high net worth Personal Financial Manager for advisors now reporting on $7 billion, adding $600 million per month.
Winning Clients Through Reporting
Reporting is all about giving clients clarity and control, David Benskin, founder and chief executive of Wealth Access, tells Family Wealth Report.
5 Steps Toward Modernizing Your Financial Statements
One proven way to reduce financial stress is to organize your financial records. A squeaky-clean financial house is a house where stress may find it’s not welcome, experts say.
Wealth Access Estate Platform Focuses the Picture for High Net Worth Investors and Family Offices
Wealth Access has released its next-generation platform for HNW investors and their trusted advisors.
Wealth Access Introduces Financial Industry’s First Private and Customizable Wealth Management Platform
Nashville-based Wealth Access is introducing its pioneering online platform, the first private and customizable wealth management platform specifically designed for high net worth investors.
New Tool Helps Track Entire Financial Life
When it comes to individuals with a high net worth, financial professionals say identifying a way to properly organize, track and view investments can be a challenge. David Benskin has launched his own company around the need.
Wealth Access SaaS startup targets high net-worth clients and their advisors
Benskin told VNC that his service allows wealthy individuals and their advisors to compile, manage and understand multi-class ingredients of their portfolios via a “plain-English” performance dashboard.