--- title: Wealth Access Honored as Finalist in the 2024 Wealthies Awards description: Wealth Access has been named as a finalist in the 2024 WealthManagement.com 2024 Industry (“Wealthies”) Awards. image: https://blog.wealthaccess.com/hubfs/WA%20Blog%20(4).png --- [Skip to content](https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards#main-content) [![](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-darkgreen150ppi.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-darkgreen150ppi.png)](https://wealthaccess.com) - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us Open main navigation Close main navigation - Solutions Show submenu for Solutions - Who We Serve Show submenu for Who We Serve - [Wealth Leaders](https://www.wealthaccess.com/solutions/wealth-leaders/) - [Technology Leaders](https://www.wealthaccess.com/solutions/technology-leaders/) - How We Help Show submenu for How We Help - [Data Unification](https://www.wealthaccess.com/solutions/data-unification/) - [Modern Client Experience](https://www.wealthaccess.com/solutions/client-experience/) - [Connected Intelligence](https://www.wealthaccess.com/solutions/connected-intelligence/) - Platform Show submenu for Platform - [Features](https://www.wealthaccess.com/platform-features/) - [Integrations & Deployment](https://www.wealthaccess.com/integrations-deployment/) - Results Show submenu for Results - [Case Studies](https://www.wealthaccess.com/case-studies/) - [Client Testimonials](https://www.wealthaccess.com/client-testimonials/) - Resources Show submenu for Resources - [The Connected View Blog](https://www.wealthaccess.com/blog/) - Company Show submenu for Company - About Us - News - Contact Us - [Request Demo](https://www.wealthaccess.com/request-demo/) [Request Demo](https://www.wealthaccess.com/request-demo/) 8/22/24, 1:05 PM # Wealth Access Honored as Finalist in the 2024 Wealthies Awards [David Benskin](https://blog.wealthaccess.com/author/david-benskin) Share: [linkedin-in icon](http://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards) [envelope icon](mailto:?body=https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards) ![WA Blog (4)](https://blog.wealthaccess.com/hs-fs/hubfs/WA%20Blog%20(4).png?width=960&height=540&name=WA%20Blog%20(4).png) Wealth Access has been named as a finalist in the 2024 [WealthManagement.com 2024 Industry (“Wealthies”) Awards](https://informaconnect.com/wealth-management-industry-awards/2024-finalists/)! We have been nominated in two categories: **Best** **Client Portal** and **Best Account Aggregation**. The Wealthies celebrate exceptional achievements by organizations and individuals that contribute to the success of financial advisors. A panel of esteemed judges from the industry will evaluate the finalists and determine the winners, acknowledging technology providers that have introduced innovative solutions to enhance the daily operations of financial advisors. Wealth management stands as the largest untapped market for banks, presenting a substantial opportunity to generate recurring revenue. Wealth Access’ Client Portal and Account Aggregation recognitions highlight the transformative power of our integrations, enabling financial institutions and firms to seamlessly incorporate a vast array of wealth data into both business and retail banking experiences. Through our expanded integrations, we've developed an industry-first solution that not only unlocks new revenue streams but also maximizes operational efficiencies, deepens client-advisor relationships, and enhances competitive positioning. Banks leveraging our platform to fully harness their data gain a comprehensive financial view of each client, enabling them to assess holistic financial needs, expand client engagement, and drive revenue growth. David Benskin, our CEO and founder, said, “Fee revenues are important to midsize and regional banks, and our platform equips their teams to enhance operations and drive growth. Our platform’s ability to integrate wealth with banking data equips advisors to understand clients’ complete financial picture and deliver accurate, tailored recommendations that help clients achieve their financial goals. Leveraging this technology also empowers advisors to cultivate deeper relationships, identify cross-selling opportunities to capture more business and increase revenue.” Wealth Access has been a recipient of several past WealthManagement.com Industry Awards, including Best Client Portal in the 2023 Awards, as well as Best Account Aggregation in 2017. Wealth Access also received the Wealth Reporting/Personal Finance Managers award in 2020, 2019, 2018, 2017 and 2016.   Winners of the 2024 Wealthies will be announced on September 5 during a gala and awards ceremony. Our team will be in attendance to celebrate the industry's top innovators and thought leaders, and we're excited to connect with fellow professionals and share in the achievements driving the future of wealth management. [Explore](https://info.wealthaccess.com/contact-us) Wealth Access' cutting-edge data unification platform, designed to generate actionable insights and deliver hyper-personalized customer experiences. By consolidating and enriching data, Wealth Access empowers financial institutions to provide tailored services that enhance customer engagement. [News](https://blog.wealthaccess.com/tag/news), [Conferences](https://blog.wealthaccess.com/tag/conferences) ## Related posts [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/2022-wealthies.jpg?height=200&name=2022-wealthies.jpg)](https://blog.wealthaccess.com/wealth-access-nominated-4x-in-the-2022-wealthies-awards) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access Nominated 4x in the 2022 Wealthies Awards](https://blog.wealthaccess.com/wealth-access-nominated-4x-in-the-2022-wealthies-awards) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 6/6/22, 5:42 AM Wealth Access is proud to announce we were are a finalist for four Wealthie awards in three... [Read more](https://blog.wealthaccess.com/wealth-access-nominated-4x-in-the-2022-wealthies-awards) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Imported_Blog_Media/wealth-access-award1.jpg?height=200&name=wealth-access-award1.jpg)](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access’ Innovative Technology Wins Fourth Consecutive WealthManagement.com Industry Award](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 9/17/19, 9:31 AM Wealth Access has been selected as one of the most innovative and disruptive technology companies... [Read more](https://blog.wealthaccess.com/wealth-access-innovative-technology-wins-fourth-consecutive-wealthmanagement-com-industry-award) [![](https://blog.wealthaccess.com/hs-fs/hubfs/Untitled%20design%20(3)-1.png?height=200&name=Untitled%20design%20(3)-1.png)](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal) [News](https://blog.wealthaccess.com/tag/news) ## [Wealth Access Wins 'Wealthies' Award for Best Client Portal](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 9/19/23, 10:15 AM We are thrilled to announce that Wealth Access has won WealthManagement.com’s 'Wealthy”' award for... 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