Wealth Access Advisor Technology Platform, One To Watch in 2015
Wealth Access Advisor Technology Platform

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. Welsh states about wealth access that it is a, “…very powerful advisor technology platform built to scale and grow, adding needed capacity to capture the incredible opportunities heading advisors way.”

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Wealth Access Taps Drew DiMarino as Chief Revenue Officer

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

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...

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