Fifty-Year Relationships: Building Trust in Fintech with the FinServ Podcast
In an industry driven by innovation, it’s easy to forget that trust—not technology—is the foundation of financial services. That was the central theme of my recent discussion with Jamie Hopkins on the FinServ Podcast, Episode 29: Fifty-Year Relationships: Building Trust in Fintech. Why Trust Matters More Than TechFinancial institutions succeed when they prioritize relationships over […]
Trevor Hunt Joins Wealth Access as VP of Product
With over 20 years of leadership and decision-making experience, Trevor brings a rare combination of fintech innovation, product management excellence, and military discipline. Throughout his career, he’s led agile product teams, development groups, and cross-functional initiatives driving meaningful growth and innovation in fast-paced, goal-oriented environments. Before joining Wealth Access, Trevor spent more than seven years […]
Trevor Shannon Joins Wealth Access as VP of Sales
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 across the financial technology landscape. A Proven Fintech Sales Leader Before joining Wealth Access, […]
Craig Walling joins the Board of Directors at Wealth Access
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 David, our CEO, has had the privilege of knowing Craig for the […]
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, and enhance digital banking services, today announced insights from its annual 2024 Wealth Access Summit. The Nashville event, attended […]
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 unifies and enriches data to power hyper-personalized experiences for financial institutions, announced today that Andy Zinn has been appointed […]
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 financial institutions, earned Highly Commended for Best Bank & Fintech Partnership and Tech of the Future in this year’s Banking […]
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 history SAN DIEGO, Feb. 27, 2024 Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, today announced a partnership with Wealth Access, […]
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 institutions, today announced a new appointment to its executive team: James Elwood, Chief Technology Officer (CTO). This appointment will be instrumental in […]
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 annual program celebrates entrepreneurs who are transforming industries and strengthening the Middle Tennessee community and beyond. The […]
