Former senior Informa Investment Solutions executive with more than twenty years experience supporting bank and wealth enterprise clients will lead the client services division.

NASHVILLE, TENN.—OCTOBER 24, 2019

Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today that it has hired Shea Merville as its Director of Client Success.

Wealth Access has seen growing adoption in the enterprise space, helping lead the mobile digital transformation of wealth management firms’ client experience.  Wealth Access now serves three of the top ten Registered Investment Adviser firms in the United States and six of the top 100 banks among our clients. As wealth managers have expanded ways in which they use Wealth Access, the company is focused on supporting the delivery of an exceptional service experience for advisors and their clients.

A client services leader with over twenty years of experience in financial, IT, and retail wealth, Merville will ensure that Wealth Access clients are seen and supported as true partners. Prior to joining Wealth Access, Merville oversaw the managed services team for Informa Financial Intelligence as Director of Service Bureau. She had spent more than 19 years with Informa in various leadership roles between account management, training, and client services.

“I can’t wait to make an impact with the financial institutions we serve at Wealth Access,” said Merville. “In collaboration with all the talented team members here, we will work together to make sure that all of our clients are heard, supported, and taken care of as they grow their businesses and serve investors.”

“I know that Shea will be tremendous in enhancing our support for the financial institutions who rely on us to power their aggregated data and client experience,” said David Benskin, CEO of Wealth access. “We have so many exciting technology enhancements, and her leadership will be critical to ensuring our advisors get the most out of the Wealth Access platform now and in the future.”

About Wealth Access

Wealth Access is an innovative wealth management technology firm that provides reporting solutions for the high net worth advisor and investor community. Its proprietary and diagnostic cloud-based platform aggregates information from more than 20,000 financial services institutions and various holdings to deliver an aggregated view, allowing for better decision support in investments, tax planning, insurance and other complex situations faced by high net worth individuals. Founded by a former Merrill Lynch high-net-worth advisor, Wealth Access provides a complete platform for advisors to collaborate with other professionals and position themselves central to their clients’ lives. Headquartered in Nashville, TN, Wealth Access is backed by successful investors and notable wealth management technology platforms. For more information, please log on to https://www.wealthaccess.com.