Wealth Access Expands Executive Team Adding Mark White and Jeremy Bolin
Mark and Jeremy New Hires

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 hyper-personalized experiences for financial institutions, today announced two additions to its executive team – Mark White as Vice President of Business Development and Jeremy Bolin as Vice President of Product and Engineering.

David Benskin, Founder and CEO of Wealth Access, said, “We are excited to have Mark and Jeremy join our team. Both of these individuals bring a wealth of knowledge, as well as deep business and technical experience to their respective positions. Wealth Access has seen tremendous growth over the past year and having Mark and Jeremy on board will enable us to further innovate and provide our customers with the services they have come to know and expect. We are honored to welcome them to our team, and look forward to seeing how they leverage their skills to bolster our continued success.”

White, a seasoned fintech veteran, has more than 35 years of wealth management experience, sales leadership, product development and planning/launch expertise. He has assisted both fintech and wealth management organizations navigating the complex world of technology and services transformations. White has held leadership roles at both FIS and SEI Investments Company, a financial services company. He has experience working with start-up companies as well.

Bolin has more than 10 years of engineering leadership in several organizations, including three unicorns: Dapper Labs, Built Technologies and SmileDirectClub. His technical expertise encompasses a variety of languages including frontend, backend and infrastructure level concerns. Bolin was Senior Engineering Manager, Blockchain Platform at Dapper Labs, where his team concentrated on consumer-driven applications to safely and compliantly house crypto assets. At Built, Bolin’s team guided more than $100 billion through the system across 150 banks, and at SmileDirectClub, his team focused on moving large sums of money ultimately across three continents.

Wealth Access offers its customers profound insights to drive adoption and engagement by unifying financial institution records across multiple systems. Using the platform, customers can gain access to all their financial information in a unified dashboard, easily share documents, link external accounts and communicate with bankers and advisors in one place through a wide variety of channels. Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue.

About Wealth Access

Wealth Access is an enterprise customer data insights platform that works with financial services’ existing books and records to enrich and unify data, generating deep insights that power hyper-personalized banking experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest banks in America.

 

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