Wealth Access, Inc.
Software DevelopmentView the employees at
Wealth Access, Inc.-
Marimar Joy Cavite Payment Specialist at Wealth Access, Inc.
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Pasig, National Capital Region, Philippines
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Rising Star
Jeff Taylor Data Director-
Houston
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Rising Star
kit raymundo facilities assistant at Wealth Access, Inc.-
Philippines
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Rising Star
Eu Jin L. AUDIT MANAGER at Wealth Access, Inc.-
Metro Manila, National Capital Region, Philippines
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Rising Star
Overview
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
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