--- title: Wealth Access Nominated for Four Prestigious Industry Awards description: Wealth Access has been named a finalist in the WealthManagement.com 2023 Industry (“Wealthies”) Award for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and Document Management. image: https://blog.wealthaccess.com/hubfs/Untitled%20design%20(8).png --- [Skip to content](https://blog.wealthaccess.com/wealth-access-nominated-for-four-prestigious-industry-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/) 6/21/23, 9:15 AM # Wealth Access Nominated for Four Prestigious Industry 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-nominated-for-four-prestigious-industry-awards) [Twitter icon](https://twitter.com/intent/tweet?url=https://blog.wealthaccess.com/wealth-access-nominated-for-four-prestigious-industry-awards) [envelope icon](mailto:?body=https://blog.wealthaccess.com/wealth-access-nominated-for-four-prestigious-industry-awards) Wealth Access has been named a finalist in the [WealthManagement.com](https://www.wealthmanagement.com/) 2023 Industry (“Wealthies”) Award for the Technology Provider categories of Chief Executive Officer of the Year, Client Portals, Account Aggregation and Document Management!    Wealth Access earned these honors for its account integration capabilities via a new widget enabling clients to easily incorporate their customers' wealth, brokerage, and retirement accounts into their banking portal, providing a comprehensive view of their financial holdings. Wealth Access’ latest client portal enhancement focuses on allowing enterprise firms to represent complete financial views for clients and prospects – retail, wealth, business, external – within their digital banking experience. In addition, Wealth Access’ new document vault enables improved organization capabilities, greater security and increased efficiency.  The WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success. A panel of judges led by WealthManagement.com’s David Armstrong chose the finalists and will determine the winners, recognizing the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced on September 7th during a gala and awards ceremony.  “We are honored to be recognized as finalists for these prestigious awards from WealthManagement.com,” said David Benskin, founder and CEO of Wealth Access. “As an industry innovator, our team is always challenged to discover how we can develop more impactful financial technology to benefit our clients and the customers they serve. Each member of our Wealth Access team has played an integral role in helping us earn this recognition, and I am incredibly grateful for all their hard work and dedication.”  Wealth Access has been a recipient of several past WealthManagement.com Industry Awards. The firm received the Wealth Reporting/Personal Finance Managers award in 2020, 2019, 2018, 2017 and 2016. In 2017, Wealth Access also received the award for best Account Aggregation.  **Learn More About Wealth Access**  [Click here](https://www.wealthaccess.com/#) to discover more about Wealth Access’ enterprise customer data unification platform that works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.  [News](https://blog.wealthaccess.com/tag/news) ## Related posts [![](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... [Read more](https://blog.wealthaccess.com/wealth-access-wins-wealthies-award-for-best-client-portal) [![](https://blog.wealthaccess.com/hs-fs/hubfs/WA%20Blog%20(4).png?height=200&name=WA%20Blog%20(4).png)](https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards) [News](https://blog.wealthaccess.com/tag/news), [Conferences](https://blog.wealthaccess.com/tag/conferences) ## [Wealth Access Honored as Finalist in the 2024 Wealthies Awards](https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-wealthies-awards) [David Benskin](https://blog.wealthaccess.com/author/david-benskin) 8/22/24, 1:05 PM [Read more](https://blog.wealthaccess.com/wealth-access-honored-as-finalist-in-the-2024-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) [linkedin-in icon](https://www.linkedin.com/company/wealth-access/) [youtube icon](https://www.youtube.com/channel/UC1UbjL2RqJ2KbC_6yzWvdUg) [![wealthaccess-strapline-logo-landscape-yellow150ppi-1](https://blog.wealthaccess.com/hs-fs/hubfs/wealthaccess-strapline-logo-landscape-yellow150ppi-1.png?width=2052&height=285&name=wealthaccess-strapline-logo-landscape-yellow150ppi-1.png "wealthaccess-strapline-logo-landscape-yellow150ppi-1")](http://wealthaccess.com) --- Contact:          Sales: (866) 612-0324Service: (866) 599-8889                                                                                  © 2026 Wealth Access. 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