The WealthManagement.com Industry Awards program has been designed to recognize the companies and organizations that support financial advisor success. Wealth Access was named as a finalist for account aggregation, unique householding, and on-boarding support. Winners will be announced on September 24, 2015 at the Mandarin Oriental hotel in New York City.
read more…
Wealth Access Nominated 4x in the 2022 Wealthies Awards
Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three categories: Disruptors: Commercial Banking Digital Experience Chief Executive Officer of the Year: David Benskin Innovation New Applications: Small & Medium Business Owner...
