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.
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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...
