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.”
Wealth Access Nominated 4x in the 2022 Wealthies Awards
Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...
