Wealth Access Experiencing Rapid Growth and Momentum in Wealth Management Industry

Wealth Access, an innovative high net worth personal financial management platform for advisors, announced today several milestones that represent fast growth and adoption of its industry leading technology.

More Insights

Wealth Access Taps Drew DiMarino as Chief Revenue Officer

by David Benskin | Sep 11, 2024

~Former Chief Growth Officer at Riskalyze and EVP of eMoney joins company at pivotal time of growth and demand for wealth management services at financial institutions~ NASHVILLE, Tenn., Sept. 11, 2024 – Wealth Access, a leading technology provider in wealth data,...

Wealth Access Names Andy Zinn as Chief Innovation Officer

by David Benskin | Aug 20, 2024

~Experienced wealth management, operations, IT executive joins company to bolster growth of wealth management services at financial institutions across the country~ NASHVILLE, Tenn., Aug. 20, 2024 – Wealth Access, the leading customer data insights platform that...

More Insights

Wealth Access Taps Drew DiMarino as Chief Revenue Officer

Wealth Access Names Andy Zinn as Chief Innovation Officer

Recent Posts

Categories

Archives

FOLLOW US