Wealth Access platform is taking the wealth management industry by storm. Business results up on all metrics, with assets on the platform now $41 billion, a 57% increase year over year and end client accounts doubling to over 16,000
Wealth Access, the industry’s largest independent personal financial management and account aggregation platform, announced today business results from 2016 with strong growth reported across the board in all key measurements.
Assets on the Wealth Access platform now total $41 billion, a 57% increase year over year from 130 wealth management organizations, up from 85 last year, a 53% growth rate. Sales to these industry-leading RIA, Broker-Dealer, Bank, Trust, and Family Office firms last year were up 134%, representing broad adoption from clients, which doubled year over year to 16,000. To support this rapid growth, Wealth Access has increased its staffing by 23% and acquired new office and technology space.