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.”
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...
