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
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
We’re thrilled to welcome Trevor Shannon to the Wealth Access team as our Vice President of Sales. Trevor joins us with an extensive background in fintech sales and leadership, bringing over a decade of experience driving growth and building high-performing teams...
We are thrilled to announce that Craig Walling has joined the board of directors at Wealth Access! His addition marks a significant milestone for our company as we continue to grow and innovate in the wealth management space. A Longstanding Relationship with David ...