“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.”
James Elwood Joins Wealth Access’ Executive Team
FinTech veteran brings experience to support growth, new platform initiatives NASHVILLE, Tenn., Feb 1, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial...
