Wealth Access opened its doors in 2011 with a singular mission: Empower financial services firms to create strong, long-lasting client relationships through its consumer-friendly enterprise platform. In the years that have followed, numerous advisors have increased their level of service to high-net-worth individuals and manage wealth more effectively through their Wealth Access solutions.
Wealth Access is an advisor software company founded by a former advisor who knows the ins and outs of technology from an advisor’s perspective. We aggregate data from complex global portfolios and render them in a simple, clear, real-time digital dashboard. Our combination of forward-thinking technology and service-oriented support has made us one of the fastest growing wealth management platforms in America.
FOUNDER & CEO
Formerly First Vice President – Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families.
DIRECTOR OF CLIENT SUCCESS
Client services leader with over 20 years of experience in the financial, IT, and retail wealth space. Her services approach ensures clients are supported as partners and see her team as an extension of their own. Prior to Wealth Access, Shea served as the Director of Service Bureau for Informa PLC. Beyond that she spent the last 19+ years with Informa PLC in various leadership roles with account management, training and client service.
CHIEF PRODUCT OFFICER
Product strategy leader in fintech with over 18 years of experience setting technology platform strategy, managing products within the personal trust/wealth, advisory, and custody markets, and researching industry dynamics. Prior to Wealth Access, Cameron helped Cutter Associates develop a wealth-targeted business through research and consulting, led product strategy for FIS’ wealth division, and held positions at BNY Mellon, Bank of America, and SEI.
CHIEF REVENUE OFFICER
Fintech business development executive with 30 years of experience in planning, designing, developing and applying technology-enabled business solutions to the wealth management and trust industry. Prior to joining Wealth Access Jeff was in Strategy and Business Development at FIS.