“Wealth Access is the first secure platform that focuses on empowering high net worth investors to link together every account, every investment, every advisor, and every detail of their financial world,” said founder and CEO David Benskin. “This translates into better, simpler, smarter wealth management.”
Annual Wealth Access Summit Gathers 30+ Banks for Peer Discussions on Unlocking Revenue Through Wealth Management
Data unification provider hosts industry leadership to encourage peer-to-peer dialogues on wealth management as a growth opportunity Wealth Access, a leading technology provider in wealth data, offering unified insights to help banks unlock growth, boost deposits,...
