David Benskin, Wealth Access’ Founder and CEO, was recently profiled discussing how entrepreneurship is reinventing the financial advisor space. With the coming ‘robo-advisor’ tidal wave these changes are more important than ever.
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...