Assets on the Wealth Access platform now total $41 billion, a 57% increase year over year from 130...
Wealth Access Introduces Financial Industry’s First Private and Customizable Wealth Management Platform
“Wealth Access is the first secure platform that focuses on empowering high net worth investors to link together every account, every investment, every advisor, and every detail of their financial world,” said founder and CEO David Benskin. “This translates into better, simpler, smarter wealth management.”
