Wealth Access Partners With SSG
Wealth Access Partners with SSG

Wealth Access was proud to be a part of the Shareholders Service Group conference in San Diego. SSG President Dan Skiles discussed the new technology partnerships stating, “Through our many partnerships with leading technology vendors such as Pershing LLC, Black Diamond, Junxure, Wealth Access Inc, Vestorly Inc., TRX and MoneyGuidePro, you have a powerful and complete platform to compete against larger rivals and the Wall Street firms.”

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James Elwood Joins Wealth Access’ Executive Team

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...

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