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 Expands Executive Team Adding Mark White and Jeremy Bolin
Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin Data Insights Platform provider expands internal team to support continued growth Wealth Access, the leading customer data insights platform that unifies and enriches data that powers...
